LKEQX vs. SWLGX
Compare and contrast key facts about LKCM Equity Fund (LKEQX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
LKEQX is managed by LKCM. It was launched on Jan 3, 1996. 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
LKEQX vs. SWLGX - Performance Comparison
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LKEQX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LKEQX LKCM Equity Fund | -0.96% | 10.39% | 14.37% | 12.65% | -15.50% | 22.50% | 22.79% | 29.85% | -3.30% | 0.12% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 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, LKEQX achieves a -0.96% return, which is significantly higher than SWLGX's -9.81% return.
LKEQX
- 1D
- 2.70%
- 1M
- -6.48%
- YTD
- -0.96%
- 6M
- -2.23%
- 1Y
- 14.19%
- 3Y*
- 11.14%
- 5Y*
- 6.39%
- 10Y*
- 11.65%
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
- —
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LKEQX vs. SWLGX - Expense Ratio Comparison
LKEQX has a 0.80% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
LKEQX vs. SWLGX — Risk / Return Rank
LKEQX
SWLGX
LKEQX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Equity Fund (LKEQX) 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.
| LKEQX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.83 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.35 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.17 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.11 | 4.02 | +1.09 |
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
| LKEQX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.83 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.70 | -0.19 |
Correlation
The correlation between LKEQX and SWLGX is 0.88, 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
LKEQX vs. SWLGX - Dividend Comparison
LKEQX's dividend yield for the trailing twelve months is around 8.36%, more than SWLGX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKEQX LKCM Equity Fund | 8.36% | 8.28% | 6.82% | 1.46% | 5.50% | 6.83% | 5.60% | 4.44% | 7.75% | 4.87% | 6.61% | 2.86% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
LKEQX vs. SWLGX - Drawdown Comparison
The maximum LKEQX drawdown since its inception was -48.52%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for LKEQX and SWLGX.
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Drawdown Indicators
| LKEQX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.52% | -32.69% | -15.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -16.16% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -22.63% | -32.69% | +10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -30.15% | — | — |
Current DrawdownCurrent decline from peak | -6.48% | -13.03% | +6.55% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -7.13% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 4.69% | -1.74% |
Volatility
LKEQX vs. SWLGX - Volatility Comparison
The current volatility for LKCM Equity Fund (LKEQX) is 5.20%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.73%. This indicates that LKEQX 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.
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Volatility by Period
| LKEQX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 6.73% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 12.40% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 22.57% | -5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 21.52% | -5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 22.81% | -6.06% |