OZK vs. SWPPX
Compare and contrast key facts about Bank OZK (OZK) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OZK or SWPPX.
Correlation
The correlation between OZK and SWPPX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OZK vs. SWPPX - Performance Comparison
Key characteristics
OZK:
-0.24
SWPPX:
1.84
OZK:
-0.10
SWPPX:
2.47
OZK:
0.99
SWPPX:
1.34
OZK:
-0.35
SWPPX:
2.75
OZK:
-0.69
SWPPX:
11.98
OZK:
12.83%
SWPPX:
1.94%
OZK:
36.27%
SWPPX:
12.64%
OZK:
-70.41%
SWPPX:
-55.06%
OZK:
-13.29%
SWPPX:
-4.76%
Returns By Period
In the year-to-date period, OZK achieves a -8.81% return, which is significantly lower than SWPPX's 23.15% return. Over the past 10 years, OZK has underperformed SWPPX with an annualized return of 4.45%, while SWPPX has yielded a comparatively higher 12.81% annualized return.
OZK
-8.81%
-8.09%
15.24%
-9.43%
11.19%
4.45%
SWPPX
23.15%
-1.90%
6.61%
25.06%
14.27%
12.81%
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Risk-Adjusted Performance
OZK vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank OZK (OZK) and Schwab S&P 500 Index Fund (SWPPX). 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
OZK vs. SWPPX - Dividend Comparison
OZK's dividend yield for the trailing twelve months is around 3.60%, while SWPPX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.60% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% | 1.27% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
OZK vs. SWPPX - Drawdown Comparison
The maximum OZK drawdown since its inception was -70.41%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for OZK and SWPPX. For additional features, visit the drawdowns tool.
Volatility
OZK vs. SWPPX - Volatility Comparison
Bank OZK (OZK) has a higher volatility of 8.43% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.79%. This indicates that OZK's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.