NSIDX vs. SFSNX
Compare and contrast key facts about Northern Small Cap Index Fund (NSIDX) and Schwab Fundamental US Small Company Index Fund (SFSNX).
NSIDX is managed by Northern Funds. It was launched on Sep 3, 1999. SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSIDX or SFSNX.
Correlation
The correlation between NSIDX and SFSNX is 0.97, 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
NSIDX vs. SFSNX - Performance Comparison
Key characteristics
NSIDX:
0.57
SFSNX:
0.87
NSIDX:
0.93
SFSNX:
1.34
NSIDX:
1.11
SFSNX:
1.16
NSIDX:
0.39
SFSNX:
0.80
NSIDX:
2.08
SFSNX:
3.82
NSIDX:
5.70%
SFSNX:
4.00%
NSIDX:
20.56%
SFSNX:
17.57%
NSIDX:
-70.31%
SFSNX:
-62.71%
NSIDX:
-21.39%
SFSNX:
-6.37%
Returns By Period
In the year-to-date period, NSIDX achieves a 2.37% return, which is significantly higher than SFSNX's 1.80% return. Over the past 10 years, NSIDX has underperformed SFSNX with an annualized return of 2.60%, while SFSNX has yielded a comparatively higher 4.50% annualized return.
NSIDX
2.37%
0.85%
1.85%
6.57%
2.43%
2.60%
SFSNX
1.80%
-0.06%
6.64%
10.49%
6.65%
4.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NSIDX vs. SFSNX - Expense Ratio Comparison
NSIDX has a 0.10% expense ratio, which is lower than SFSNX's 0.25% expense ratio. Despite the difference, 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
NSIDX vs. SFSNX — Risk-Adjusted Performance Rank
NSIDX
SFSNX
NSIDX vs. SFSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Small Cap Index Fund (NSIDX) and Schwab Fundamental US Small Company Index Fund (SFSNX). 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
NSIDX vs. SFSNX - Dividend Comparison
NSIDX's dividend yield for the trailing twelve months is around 1.53%, less than SFSNX's 1.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSIDX Northern Small Cap Index Fund | 1.53% | 1.57% | 1.58% | 1.24% | 0.83% | 0.97% | 1.09% | 1.36% | 1.07% | 1.07% | 1.27% | 1.11% |
SFSNX Schwab Fundamental US Small Company Index Fund | 1.68% | 1.71% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% |
Drawdowns
NSIDX vs. SFSNX - Drawdown Comparison
The maximum NSIDX drawdown since its inception was -70.31%, which is greater than SFSNX's maximum drawdown of -62.71%. Use the drawdown chart below to compare losses from any high point for NSIDX and SFSNX. For additional features, visit the drawdowns tool.
Volatility
NSIDX vs. SFSNX - Volatility Comparison
Northern Small Cap Index Fund (NSIDX) has a higher volatility of 4.16% compared to Schwab Fundamental US Small Company Index Fund (SFSNX) at 3.71%. This indicates that NSIDX's price experiences larger fluctuations and is considered to be riskier than SFSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.