SFILX vs. SWISX
Compare and contrast key facts about Schwab Fundamental International Small Company Index Fund (SFILX) and Schwab International Index Fund (SWISX).
SFILX is managed by Charles Schwab. It was launched on Jan 30, 2008. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFILX or SWISX.
Correlation
The correlation between SFILX and SWISX is 0.93, 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
SFILX vs. SWISX - Performance Comparison
Key characteristics
SFILX:
-0.14
SWISX:
0.11
SFILX:
-0.09
SWISX:
0.24
SFILX:
0.99
SWISX:
1.03
SFILX:
-0.14
SWISX:
0.12
SFILX:
-0.48
SWISX:
0.41
SFILX:
3.83%
SWISX:
3.74%
SFILX:
13.54%
SWISX:
13.34%
SFILX:
-54.02%
SWISX:
-60.65%
SFILX:
-12.90%
SWISX:
-12.06%
Returns By Period
In the year-to-date period, SFILX achieves a -3.06% return, which is significantly lower than SWISX's 0.49% return. Both investments have delivered pretty close results over the past 10 years, with SFILX having a 4.77% annualized return and SWISX not far ahead at 4.78%.
SFILX
-3.06%
-5.29%
-3.81%
-1.83%
2.27%
4.77%
SWISX
0.49%
-4.06%
-5.54%
1.52%
4.12%
4.78%
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SFILX vs. SWISX - Expense Ratio Comparison
SFILX has a 0.39% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
SFILX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Small Company Index Fund (SFILX) and Schwab International Index Fund (SWISX). 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
SFILX vs. SWISX - Dividend Comparison
Neither SFILX nor SWISX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFILX Schwab Fundamental International Small Company Index Fund | 0.00% | 3.11% | 1.99% | 2.87% | 1.98% | 2.78% | 2.70% | 2.35% | 2.45% | 2.09% | 1.74% | 2.75% |
SWISX Schwab International Index Fund | 0.00% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% | 2.54% |
Drawdowns
SFILX vs. SWISX - Drawdown Comparison
The maximum SFILX drawdown since its inception was -54.02%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SFILX and SWISX. For additional features, visit the drawdowns tool.
Volatility
SFILX vs. SWISX - Volatility Comparison
Schwab Fundamental International Small Company Index Fund (SFILX) and Schwab International Index Fund (SWISX) have volatilities of 5.04% and 4.90%, 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.