SCMB vs. SWNTX

As of year-to-date, both investments have demonstrated similar returns, with SCMB at -1.25% and SWNTX at -1.25%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SCMB has a 0.03% expense ratio, which is lower than SWNTX's 0.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Municipal Bond ETF (SCMB) and Schwab Tax-Free Bond Fund™ (SWNTX). 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.

The current SCMB Sharpe Ratio is 0.05, which is lower than the SWNTX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of SCMB and SWNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCMB's dividend yield for the trailing twelve months is around 3.27%, which matches SWNTX's 3.27% yield.

The maximum SCMB drawdown since its inception was -6.13%, smaller than the maximum SWNTX drawdown of -12.93%. Use the drawdown chart below to compare losses from any high point for SCMB and SWNTX. For additional features, visit the drawdowns tool.