SCHI vs. SWVXX
Compare and contrast key facts about Schwab 5-10 Year Corporate Bond ETF (SCHI) and Schwab Value Advantage Money Fund (SWVXX).
SCHI is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Credit - Corporate (5-10 Y). It was launched on Oct 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHI or SWVXX.
Correlation
The correlation between SCHI and SWVXX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SCHI vs. SWVXX - Performance Comparison
Key characteristics
SCHI:
1.70
SWVXX:
3.56
SCHI:
1.71%
SWVXX:
0.00%
SCHI:
5.66%
SWVXX:
1.30%
SCHI:
-19.52%
SWVXX:
0.00%
SCHI:
-1.02%
SWVXX:
0.00%
Returns By Period
In the year-to-date period, SCHI achieves a 2.32% return, which is significantly higher than SWVXX's 1.03% return.
SCHI
2.32%
-0.01%
1.49%
9.68%
2.62%
N/A
SWVXX
1.03%
0.33%
2.00%
4.64%
2.56%
1.74%
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Risk-Adjusted Performance
SCHI vs. SWVXX — Risk-Adjusted Performance Rank
SCHI
SWVXX
SCHI vs. SWVXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 5-10 Year Corporate Bond ETF (SCHI) and Schwab Value Advantage Money Fund (SWVXX). 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.
Drawdowns
SCHI vs. SWVXX - Drawdown Comparison
The maximum SCHI drawdown since its inception was -19.52%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SCHI and SWVXX. For additional features, visit the drawdowns tool.
Volatility
SCHI vs. SWVXX - Volatility Comparison
Schwab 5-10 Year Corporate Bond ETF (SCHI) has a higher volatility of 2.74% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.33%. This indicates that SCHI's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.