IPFPX vs. SWLVX
Compare and contrast key facts about Poplar Forest Partners Fund (IPFPX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
IPFPX is managed by Poplar Forest Capital. It was launched on Dec 31, 2009. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
IPFPX vs. SWLVX - Performance Comparison
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IPFPX vs. SWLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPFPX Poplar Forest Partners Fund | 2.08% | 22.94% | 6.24% | 5.02% | 0.81% | 39.49% | -1.26% | 21.64% | -18.64% | 1.30% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.09% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
The year-to-date returns for both investments are quite close, with IPFPX having a 2.08% return and SWLVX slightly higher at 2.09%.
IPFPX
- 1D
- 2.17%
- 1M
- -3.59%
- YTD
- 2.08%
- 6M
- 6.09%
- 1Y
- 18.05%
- 3Y*
- 12.80%
- 5Y*
- 9.83%
- 10Y*
- 9.64%
SWLVX
- 1D
- 2.15%
- 1M
- -4.65%
- YTD
- 2.09%
- 6M
- 5.83%
- 1Y
- 15.94%
- 3Y*
- 14.29%
- 5Y*
- 9.20%
- 10Y*
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IPFPX vs. SWLVX - Expense Ratio Comparison
IPFPX has a 0.95% expense ratio, which is higher than SWLVX's 0.04% expense ratio.
Return for Risk
IPFPX vs. SWLVX — Risk / Return Rank
IPFPX
SWLVX
IPFPX vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Poplar Forest Partners Fund (IPFPX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IPFPX | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.01 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.47 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.44 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.79 | 6.76 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IPFPX | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.01 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.62 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.50 | +0.04 |
Correlation
The correlation between IPFPX and SWLVX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IPFPX vs. SWLVX - Dividend Comparison
IPFPX's dividend yield for the trailing twelve months is around 9.28%, more than SWLVX's 1.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPFPX Poplar Forest Partners Fund | 9.28% | 9.47% | 10.86% | 3.89% | 6.17% | 14.47% | 2.41% | 1.64% | 12.47% | 5.01% | 2.19% | 0.94% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 1.98% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
IPFPX vs. SWLVX - Drawdown Comparison
The maximum IPFPX drawdown since its inception was -47.77%, which is greater than SWLVX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for IPFPX and SWLVX.
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Drawdown Indicators
| IPFPX | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.77% | -38.34% | -9.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -11.82% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -19.05% | +1.11% |
Max Drawdown (10Y)Largest decline over 10 years | -47.77% | — | — |
Current DrawdownCurrent decline from peak | -5.21% | -4.82% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -4.93% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.51% | +0.74% |
Volatility
IPFPX vs. SWLVX - Volatility Comparison
Poplar Forest Partners Fund (IPFPX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX) have volatilities of 4.53% and 4.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPFPX | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 4.47% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 8.30% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 15.74% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 14.85% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.87% | 18.67% | +1.20% |