LOGSX vs. SWHFX
Compare and contrast key facts about Live Oak Health Sciences Fund (LOGSX) and Schwab Health Care Fund™ (SWHFX).
LOGSX is managed by Oak Associates. It was launched on Jun 28, 2001. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
LOGSX vs. SWHFX - Performance Comparison
Loading graphics...
LOGSX vs. SWHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | -1.53% | 19.63% | 0.16% | 1.21% | 3.71% | 17.59% | 6.01% | 18.98% | -3.84% | 13.42% |
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, LOGSX achieves a -1.53% return, which is significantly higher than SWHFX's -4.90% return. Over the past 10 years, LOGSX has underperformed SWHFX with an annualized return of 7.11%, while SWHFX has yielded a comparatively higher 7.56% annualized return.
LOGSX
- 1D
- 1.05%
- 1M
- -6.68%
- YTD
- -1.53%
- 6M
- 10.22%
- 1Y
- 12.96%
- 3Y*
- 8.08%
- 5Y*
- 6.73%
- 10Y*
- 7.11%
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LOGSX vs. SWHFX - Expense Ratio Comparison
LOGSX has a 1.02% expense ratio, which is higher than SWHFX's 0.80% expense ratio.
Return for Risk
LOGSX vs. SWHFX — Risk / Return Rank
LOGSX
SWHFX
LOGSX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Live Oak Health Sciences Fund (LOGSX) and Schwab Health Care Fund™ (SWHFX). 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.
| LOGSX | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | -0.10 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.26 | -0.01 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.00 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.14 | +1.85 |
Martin ratioReturn relative to average drawdown | 5.03 | -0.30 | +5.33 |
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
| LOGSX | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | -0.10 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.28 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.49 | -0.06 |
Correlation
The correlation between LOGSX and SWHFX is 0.87, 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
LOGSX vs. SWHFX - Dividend Comparison
LOGSX's dividend yield for the trailing twelve months is around 2.10%, while SWHFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOGSX Live Oak Health Sciences Fund | 2.10% | 2.07% | 2.64% | 6.28% | 0.55% | 7.02% | 7.04% | 0.85% | 15.20% | 6.45% | 2.10% | 15.52% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
LOGSX vs. SWHFX - Drawdown Comparison
The maximum LOGSX drawdown since its inception was -45.85%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for LOGSX and SWHFX.
Loading graphics...
Drawdown Indicators
| LOGSX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -43.10% | -2.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -12.25% | +4.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -19.35% | +4.32% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -27.28% | 0.00% |
Current DrawdownCurrent decline from peak | -6.68% | -11.81% | +5.13% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -8.15% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 5.62% | -3.01% |
Volatility
LOGSX vs. SWHFX - Volatility Comparison
Live Oak Health Sciences Fund (LOGSX) has a higher volatility of 4.71% compared to Schwab Health Care Fund™ (SWHFX) at 4.40%. This indicates that LOGSX's price experiences larger fluctuations and is considered to be riskier than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LOGSX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.40% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 12.09% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 18.18% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 14.46% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 15.92% | +0.20% |