SCHB vs. SWTSX
Compare and contrast key facts about Schwab U.S. Broad Market ETF (SCHB) and Schwab Total Stock Market Index Fund (SWTSX).
SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHB or SWTSX.
Correlation
The correlation between SCHB and SWTSX is 0.99, 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
SCHB vs. SWTSX - Performance Comparison
Key characteristics
SCHB:
0.18
SWTSX:
0.17
SCHB:
0.38
SWTSX:
0.38
SCHB:
1.05
SWTSX:
1.05
SCHB:
0.17
SWTSX:
0.17
SCHB:
0.74
SWTSX:
0.75
SCHB:
4.54%
SWTSX:
4.53%
SCHB:
19.19%
SWTSX:
19.53%
SCHB:
-35.27%
SWTSX:
-54.70%
SCHB:
-16.43%
SWTSX:
-16.42%
Returns By Period
The year-to-date returns for both investments are quite close, with SCHB having a -12.56% return and SWTSX slightly higher at -12.53%. Both investments have delivered pretty close results over the past 10 years, with SCHB having a 10.60% annualized return and SWTSX not far behind at 10.25%.
SCHB
-12.56%
-9.08%
-11.71%
4.46%
14.42%
10.60%
SWTSX
-12.53%
-9.10%
-11.68%
4.40%
14.27%
10.25%
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SCHB vs. SWTSX - Expense Ratio Comparison
Both SCHB and SWTSX have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHB vs. SWTSX — Risk-Adjusted Performance Rank
SCHB
SWTSX
SCHB vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Broad Market ETF (SCHB) and Schwab Total Stock Market Index Fund (SWTSX). 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
SCHB vs. SWTSX - Dividend Comparison
SCHB's dividend yield for the trailing twelve months is around 1.44%, more than SWTSX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB Schwab U.S. Broad Market ETF | 1.44% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
SWTSX Schwab Total Stock Market Index Fund | 1.41% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
SCHB vs. SWTSX - Drawdown Comparison
The maximum SCHB drawdown since its inception was -35.27%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for SCHB and SWTSX. For additional features, visit the drawdowns tool.
Volatility
SCHB vs. SWTSX - Volatility Comparison
Schwab U.S. Broad Market ETF (SCHB) and Schwab Total Stock Market Index Fund (SWTSX) have volatilities of 13.51% and 13.86%, 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.