SFREX vs. SWPPX
Compare and contrast key facts about Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab S&P 500 Index Fund (SWPPX).
SFREX is managed by Charles Schwab. It was launched on Oct 21, 2014. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFREX or SWPPX.
Correlation
The correlation between SFREX and SWPPX is 0.70, 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
SFREX vs. SWPPX - Performance Comparison
Key characteristics
SFREX:
0.74
SWPPX:
1.87
SFREX:
1.12
SWPPX:
2.52
SFREX:
1.14
SWPPX:
1.34
SFREX:
0.42
SWPPX:
2.82
SFREX:
1.64
SWPPX:
11.68
SFREX:
7.13%
SWPPX:
2.04%
SFREX:
15.76%
SWPPX:
12.76%
SFREX:
-41.98%
SWPPX:
-55.06%
SFREX:
-15.29%
SWPPX:
-0.41%
Returns By Period
In the year-to-date period, SFREX achieves a 2.73% return, which is significantly lower than SWPPX's 4.20% return. Over the past 10 years, SFREX has underperformed SWPPX with an annualized return of 2.01%, while SWPPX has yielded a comparatively higher 13.00% annualized return.
SFREX
2.73%
1.84%
3.30%
11.54%
-1.96%
2.01%
SWPPX
4.20%
1.25%
10.53%
24.42%
14.68%
13.00%
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SFREX vs. SWPPX - Expense Ratio Comparison
SFREX has a 0.39% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SFREX vs. SWPPX — Risk-Adjusted Performance Rank
SFREX
SWPPX
SFREX vs. SWPPX - 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 S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
SFREX's dividend yield for the trailing twelve months is around 3.64%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFREX Schwab Fundamental Global Real Estate Index Fund | 3.64% | 3.74% | 3.55% | 2.89% | 2.92% | 3.30% | 3.87% | 4.24% | 3.29% | 4.21% | 2.73% | 1.10% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SFREX vs. SWPPX - Drawdown Comparison
The maximum SFREX drawdown since its inception was -41.98%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SFREX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SFREX vs. SWPPX - Volatility Comparison
Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 3.02% and 3.01%, 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.