IWIRX vs. SWLGX
Compare and contrast key facts about Guinness Atkinson Global Innovators Fund (IWIRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
IWIRX is managed by Guinness Atkinson. It was launched on Dec 15, 1998. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
IWIRX vs. SWLGX - Performance Comparison
Loading graphics...
IWIRX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | -9.16% | 19.93% | 19.47% | 39.36% | -29.72% | 4.85% | 36.21% | 37.05% | -16.90% | -0.13% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, IWIRX achieves a -9.16% return, which is significantly higher than SWLGX's -13.06% return.
IWIRX
- 1D
- -0.10%
- 1M
- -9.45%
- YTD
- -9.16%
- 6M
- -6.32%
- 1Y
- 12.91%
- 3Y*
- 16.17%
- 5Y*
- 5.11%
- 10Y*
- 11.90%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWIRX vs. SWLGX - Expense Ratio Comparison
IWIRX has a 1.24% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
IWIRX vs. SWLGX — Risk / Return Rank
IWIRX
SWLGX
IWIRX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson Global Innovators Fund (IWIRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| IWIRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.66 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.10 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 0.72 | +0.09 |
Martin ratioReturn relative to average drawdown | 3.06 | 2.51 | +0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IWIRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.66 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.56 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.68 | -0.31 |
Correlation
The correlation between IWIRX and SWLGX is 0.91, 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
IWIRX vs. SWLGX - Dividend Comparison
IWIRX's dividend yield for the trailing twelve months is around 18.48%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | 18.48% | 16.79% | 12.54% | 3.85% | 12.52% | 2.58% | 2.65% | 4.54% | 7.63% | 2.27% | 0.92% | 4.77% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWIRX vs. SWLGX - Drawdown Comparison
The maximum IWIRX drawdown since its inception was -70.99%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for IWIRX and SWLGX.
Loading graphics...
Drawdown Indicators
| IWIRX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.99% | -32.69% | -38.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -16.16% | +3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -32.69% | -12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | — | — |
Current DrawdownCurrent decline from peak | -12.03% | -16.16% | +4.13% |
Average DrawdownAverage peak-to-trough decline | -21.44% | -7.13% | -14.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 4.62% | -1.29% |
Volatility
IWIRX vs. SWLGX - Volatility Comparison
The current volatility for Guinness Atkinson Global Innovators Fund (IWIRX) is 4.97%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that IWIRX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IWIRX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.38% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 11.82% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.61% | 22.31% | -1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.36% | 21.47% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 22.78% | -0.02% |