OTPIX vs. SWLGX
Compare and contrast key facts about ProFunds NASDAQ-100 Fund (OTPIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
OTPIX is managed by ProFunds. It was launched on Aug 7, 2000. 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
OTPIX vs. SWLGX - Performance Comparison
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OTPIX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTPIX ProFunds NASDAQ-100 Fund | -9.35% | 18.08% | 23.19% | 51.66% | -34.36% | 48.75% | 45.00% | 36.58% | -1.75% | -2.07% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 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, OTPIX achieves a -9.35% return, which is significantly higher than SWLGX's -13.06% return.
OTPIX
- 1D
- -0.78%
- 1M
- -8.13%
- YTD
- -9.35%
- 6M
- -7.55%
- 1Y
- 17.11%
- 3Y*
- 18.59%
- 5Y*
- 14.08%
- 10Y*
- 18.04%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
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OTPIX vs. SWLGX - Expense Ratio Comparison
OTPIX has a 1.48% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
OTPIX vs. SWLGX — Risk / Return Rank
OTPIX
SWLGX
OTPIX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds NASDAQ-100 Fund (OTPIX) 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.
| OTPIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.66 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.10 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.72 | +0.38 |
Martin ratioReturn relative to average drawdown | 3.93 | 2.51 | +1.43 |
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
| OTPIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.66 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.56 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.68 | -0.52 |
Correlation
The correlation between OTPIX and SWLGX 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.
Dividends
OTPIX vs. SWLGX - Dividend Comparison
OTPIX's dividend yield for the trailing twelve months is around 1.90%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OTPIX ProFunds NASDAQ-100 Fund | 1.90% | 1.72% | 0.76% | 0.00% | 0.00% | 18.31% | 1.10% | 0.87% | 0.00% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% |
Drawdowns
OTPIX vs. SWLGX - Drawdown Comparison
The maximum OTPIX drawdown since its inception was -78.93%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for OTPIX and SWLGX.
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Drawdown Indicators
| OTPIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.93% | -32.69% | -46.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.72% | -16.16% | +3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -78.93% | -32.69% | -46.24% |
Max Drawdown (10Y)Largest decline over 10 years | -78.93% | — | — |
Current DrawdownCurrent decline from peak | -72.17% | -16.16% | -56.01% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -7.13% | -15.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 4.62% | -1.06% |
Volatility
OTPIX vs. SWLGX - Volatility Comparison
ProFunds NASDAQ-100 Fund (OTPIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 5.39% and 5.38%, 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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Volatility by Period
| OTPIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 5.38% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 11.82% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.47% | 22.31% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 139.67% | 21.47% | +118.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 99.85% | 22.78% | +77.07% |