NOINX vs. SWISX
Compare and contrast key facts about Northern International Equity Index Fund (NOINX) and Schwab International Index Fund (SWISX).
NOINX is managed by Northern Funds. It was launched on Mar 22, 2005. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOINX or SWISX.
Correlation
The correlation between NOINX and SWISX is 0.78, 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.
Performance
NOINX vs. SWISX - Performance Comparison
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Key characteristics
NOINX:
0.63
SWISX:
0.58
NOINX:
0.99
SWISX:
0.97
NOINX:
1.13
SWISX:
1.13
NOINX:
0.78
SWISX:
0.78
NOINX:
2.31
SWISX:
2.25
NOINX:
4.65%
SWISX:
4.74%
NOINX:
15.85%
SWISX:
16.96%
NOINX:
-61.54%
SWISX:
-60.65%
NOINX:
-0.57%
SWISX:
-0.62%
Returns By Period
The year-to-date returns for both stocks are quite close, with NOINX having a 13.98% return and SWISX slightly lower at 13.84%. Both investments have delivered pretty close results over the past 10 years, with NOINX having a 5.38% annualized return and SWISX not far ahead at 5.45%.
NOINX
13.98%
7.88%
13.03%
9.91%
12.61%
5.38%
SWISX
13.84%
7.83%
12.87%
9.84%
12.56%
5.45%
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NOINX vs. SWISX - Expense Ratio Comparison
NOINX has a 0.10% expense ratio, which is higher than SWISX's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NOINX vs. SWISX — Risk-Adjusted Performance Rank
NOINX
SWISX
NOINX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern International Equity Index Fund (NOINX) and Schwab International Index Fund (SWISX). 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.
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Dividends
NOINX vs. SWISX - Dividend Comparison
NOINX's dividend yield for the trailing twelve months is around 3.25%, more than SWISX's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOINX Northern International Equity Index Fund | 3.25% | 3.70% | 3.37% | 2.71% | 3.19% | 2.04% | 3.09% | 3.48% | 2.45% | 3.21% | 2.74% | 4.03% |
SWISX Schwab International Index Fund | 2.89% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
NOINX vs. SWISX - Drawdown Comparison
The maximum NOINX drawdown since its inception was -61.54%, roughly equal to the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for NOINX and SWISX. For additional features, visit the drawdowns tool.
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Volatility
NOINX vs. SWISX - Volatility Comparison
Northern International Equity Index Fund (NOINX) and Schwab International Index Fund (SWISX) have volatilities of 3.16% and 3.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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