KD vs. SWPPX
KD (Kyndryl Holdings, Inc.) is a stock, while SWPPX (Schwab S&P 500 Index Fund) is Large Cap Blend Equities fund tracking the S&P 500 Index. Over the past 3 years, KD returned -4.65%/yr vs 21.36%/yr for SWPPX. At a 0.50 correlation, their price movements are largely independent.
Performance
KD vs. SWPPX - Performance Comparison
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Returns By Period
In the year-to-date period, KD achieves a -58.09% return, which is significantly lower than SWPPX's 9.75% return.
KD
- 1D
- 4.80%
- 1M
- -9.44%
- YTD
- -58.09%
- 6M
- -58.98%
- 1Y
- -71.69%
- 3Y*
- -4.65%
- 5Y*
- —
- 10Y*
- —
SWPPX
- 1D
- -0.36%
- 1M
- 0.10%
- YTD
- 9.75%
- 6M
- 8.76%
- 1Y
- 25.48%
- 3Y*
- 21.36%
- 5Y*
- 13.58%
- 10Y*
- 15.77%
KD vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
KD Kyndryl Holdings, Inc. | -58.09% | -23.24% | 66.51% | 86.87% | -38.56% | -63.80% |
SWPPX Schwab S&P 500 Index Fund | 9.75% | 17.87% | 24.96% | 26.26% | -18.14% | 5.04% |
Correlation
The correlation between KD and SWPPX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2021 | 0.50 |
The correlation between KD and SWPPX shifts across timeframes, from 0.32 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
KD vs. SWPPX — Risk / Return Rank
KD
SWPPX
KD vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kyndryl Holdings, Inc. (KD) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KD | SWPPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.12 | ||
| Sortino ratioReturn per unit of downside risk | -4.23 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.39 | -0.65 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 3.02 | -3.97 |
| Martin ratioReturn relative to average drawdown | -1.42 | 13.59 | -15.01 |
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Drawdowns
KD vs. SWPPX - Drawdown Comparison
The maximum KD drawdown since its inception was -83.54%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for KD and SWPPX.
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Drawdown Indicators
| KD | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.54% | -55.06% | -28.48% |
Max Drawdown (1Y)Largest decline over 1 year | -75.60% | -8.89% | -66.71% |
Max Drawdown (3Y)Largest decline over 3 years | -75.63% | -18.74% | -56.89% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -77.74% | -1.74% | -76.00% |
Average DrawdownAverage peak-to-trough decline | -58.65% | -9.93% | -48.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 50.48% | 1.97% | +48.51% |
Volatility
KD vs. SWPPX - Volatility Comparison
Kyndryl Holdings, Inc. (KD) has a higher volatility of 14.36% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.73%. This indicates that KD'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.
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Volatility by Period
| KD | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.36% | 4.73% | +9.63% |
Volatility (6M)Calculated over the trailing 6-month period | 88.35% | 9.87% | +78.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 73.42% | 12.53% | +60.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 59.09% | 17.02% | +42.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.09% | 18.27% | +40.82% |
Dividends
KD vs. SWPPX - Dividend Comparison
KD has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KD Kyndryl Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.01% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Frequently Asked Questions
KD and SWPPX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KD has higher volatility (14.36%) compared to SWPPX (4.73%). In terms of maximum drawdown, KD dropped -83.54% vs SWPPX's -55.06%.
SWPPX currently has the higher Sharpe Ratio (2.14 vs -0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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