PSBMX vs. SWSSX
Compare and contrast key facts about Principal SmallCap Fund (PSBMX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
PSBMX is managed by Principal. It was launched on Dec 6, 2000. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
PSBMX vs. SWSSX - Performance Comparison
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PSBMX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSBMX Principal SmallCap Fund | -1.27% | 14.58% | 8.53% | 15.11% | -20.51% | 19.21% | 21.44% | 26.97% | -11.42% | 12.35% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, PSBMX achieves a -1.27% return, which is significantly lower than SWSSX's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with PSBMX having a 9.43% annualized return and SWSSX not far ahead at 9.87%.
PSBMX
- 1D
- 4.18%
- 1M
- -6.05%
- YTD
- -1.27%
- 6M
- 2.56%
- 1Y
- 23.60%
- 3Y*
- 10.14%
- 5Y*
- 3.16%
- 10Y*
- 9.43%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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PSBMX vs. SWSSX - Expense Ratio Comparison
PSBMX has a 1.31% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
PSBMX vs. SWSSX — Risk / Return Rank
PSBMX
SWSSX
PSBMX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap Fund (PSBMX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| PSBMX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.11 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.66 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.81 | -0.37 |
Martin ratioReturn relative to average drawdown | 5.80 | 6.78 | -0.98 |
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
| PSBMX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.11 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.16 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.41 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.34 | +0.03 |
Correlation
The correlation between PSBMX and SWSSX 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
PSBMX vs. SWSSX - Dividend Comparison
PSBMX's dividend yield for the trailing twelve months is around 5.66%, more than SWSSX's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSBMX Principal SmallCap Fund | 5.66% | 5.58% | 3.66% | 2.91% | 0.00% | 7.82% | 2.28% | 5.83% | 16.72% | 8.65% | 2.29% | 3.80% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
PSBMX vs. SWSSX - Drawdown Comparison
The maximum PSBMX drawdown since its inception was -60.15%, roughly equal to the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for PSBMX and SWSSX.
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Drawdown Indicators
| PSBMX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.15% | -60.34% | +0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -13.90% | -0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -31.93% | +0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -42.04% | -41.81% | -0.23% |
Current DrawdownCurrent decline from peak | -8.43% | -7.91% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -10.78% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 3.71% | -0.15% |
Volatility
PSBMX vs. SWSSX - Volatility Comparison
Principal SmallCap Fund (PSBMX) has a higher volatility of 8.19% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 7.53%. This indicates that PSBMX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSBMX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 7.53% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 13.86% | 14.53% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 23.31% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.05% | 22.62% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 24.05% | -1.72% |