SFREX vs. SWASX
Compare and contrast key facts about Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab Global Real Estate Fund™ (SWASX).
SFREX is managed by Charles Schwab. It was launched on Oct 21, 2014. SWASX is managed by Charles Schwab. It was launched on May 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFREX or SWASX.
Correlation
The correlation between SFREX and SWASX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SFREX vs. SWASX - Performance Comparison
Key characteristics
SFREX:
0.77
SWASX:
0.62
SFREX:
1.19
SWASX:
0.94
SFREX:
1.15
SWASX:
1.12
SFREX:
0.51
SWASX:
0.38
SFREX:
1.52
SWASX:
1.59
SFREX:
8.82%
SWASX:
5.95%
SFREX:
17.48%
SWASX:
15.27%
SFREX:
-41.98%
SWASX:
-69.48%
SFREX:
-15.88%
SWASX:
-16.66%
Returns By Period
In the year-to-date period, SFREX achieves a 2.02% return, which is significantly higher than SWASX's 1.12% return. Over the past 10 years, SFREX has underperformed SWASX with an annualized return of 1.75%, while SWASX has yielded a comparatively higher 2.01% annualized return.
SFREX
2.02%
-0.64%
-4.71%
14.25%
5.16%
1.75%
SWASX
1.12%
0.00%
-4.34%
10.75%
4.68%
2.01%
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SFREX vs. SWASX - Expense Ratio Comparison
SFREX has a 0.39% expense ratio, which is lower than SWASX's 1.05% expense ratio.
Risk-Adjusted Performance
SFREX vs. SWASX — Risk-Adjusted Performance Rank
SFREX
SWASX
SFREX vs. SWASX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab Global Real Estate Fund™ (SWASX). 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
SFREX vs. SWASX - Dividend Comparison
SFREX's dividend yield for the trailing twelve months is around 3.69%, more than SWASX's 3.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFREX Schwab Fundamental Global Real Estate Index Fund | 3.69% | 3.74% | 3.55% | 2.89% | 2.92% | 3.30% | 3.87% | 4.24% | 3.29% | 4.21% | 2.73% | 1.10% |
SWASX Schwab Global Real Estate Fund™ | 3.33% | 3.32% | 3.32% | 3.00% | 3.70% | 1.11% | 6.80% | 4.22% | 4.16% | 4.69% | 3.01% | 4.81% |
Drawdowns
SFREX vs. SWASX - Drawdown Comparison
The maximum SFREX drawdown since its inception was -41.98%, smaller than the maximum SWASX drawdown of -69.48%. Use the drawdown chart below to compare losses from any high point for SFREX and SWASX. For additional features, visit the drawdowns tool.
Volatility
SFREX vs. SWASX - Volatility Comparison
Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab Global Real Estate Fund™ (SWASX) have volatilities of 8.65% and 8.63%, 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.