JHX vs. SWPPX
Compare and contrast key facts about James Hardie Industries plc (JHX) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHX or SWPPX.
Correlation
The correlation between JHX and SWPPX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JHX vs. SWPPX - Performance Comparison
Key characteristics
JHX:
-0.43
SWPPX:
1.82
JHX:
-0.37
SWPPX:
2.45
JHX:
0.95
SWPPX:
1.33
JHX:
-0.62
SWPPX:
2.77
JHX:
-0.98
SWPPX:
11.46
JHX:
17.27%
SWPPX:
2.04%
JHX:
37.05%
SWPPX:
12.82%
JHX:
-75.73%
SWPPX:
-55.06%
JHX:
-22.38%
SWPPX:
-0.00%
Returns By Period
In the year-to-date period, JHX achieves a 5.81% return, which is significantly higher than SWPPX's 4.10% return. Over the past 10 years, JHX has outperformed SWPPX with an annualized return of 13.81%, while SWPPX has yielded a comparatively lower 13.06% annualized return.
JHX
5.81%
2.68%
-0.49%
-9.65%
10.69%
13.81%
SWPPX
4.10%
4.74%
11.00%
23.90%
14.37%
13.06%
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Risk-Adjusted Performance
JHX vs. SWPPX — Risk-Adjusted Performance Rank
JHX
SWPPX
JHX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for James Hardie Industries plc (JHX) and Schwab S&P 500 Index Fund (SWPPX). 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.
Dividends
JHX vs. SWPPX - Dividend Comparison
JHX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHX James Hardie Industries plc | 0.00% | 0.00% | 0.00% | 1.67% | 2.70% | 0.00% | 1.83% | 3.41% | 2.16% | 2.45% | 3.87% | 8.09% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
JHX vs. SWPPX - Drawdown Comparison
The maximum JHX drawdown since its inception was -75.73%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for JHX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
JHX vs. SWPPX - Volatility Comparison
James Hardie Industries plc (JHX) has a higher volatility of 9.51% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.62%. This indicates that JHX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.