SFSNX vs. SWSSX
Compare and contrast key facts about Schwab Fundamental US Small Company Index Fund (SFSNX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 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: SFSNX or SWSSX.
Correlation
The correlation between SFSNX and SWSSX is 0.86, 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
SFSNX vs. SWSSX - Performance Comparison
Key characteristics
SFSNX:
-0.05
SWSSX:
0.05
SFSNX:
0.09
SWSSX:
0.25
SFSNX:
1.01
SWSSX:
1.03
SFSNX:
-0.04
SWSSX:
0.04
SFSNX:
-0.12
SWSSX:
0.14
SFSNX:
8.10%
SWSSX:
8.78%
SFSNX:
22.35%
SWSSX:
24.17%
SFSNX:
-62.71%
SWSSX:
-67.30%
SFSNX:
-17.98%
SWSSX:
-20.97%
Returns By Period
The year-to-date returns for both stocks are quite close, with SFSNX having a -10.82% return and SWSSX slightly lower at -10.98%. Over the past 10 years, SFSNX has outperformed SWSSX with an annualized return of 3.03%, while SWSSX has yielded a comparatively lower 2.81% annualized return.
SFSNX
-10.82%
-3.42%
-10.59%
-2.04%
10.27%
3.03%
SWSSX
-10.98%
-2.18%
-11.05%
-0.56%
8.14%
2.81%
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SFSNX vs. SWSSX - Expense Ratio Comparison
SFSNX has a 0.25% expense ratio, which is higher than SWSSX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SFSNX vs. SWSSX — Risk-Adjusted Performance Rank
SFSNX
SWSSX
SFSNX vs. SWSSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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
SFSNX vs. SWSSX - Dividend Comparison
SFSNX's dividend yield for the trailing twelve months is around 1.92%, more than SWSSX's 1.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 1.92% | 1.71% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.87% | 1.66% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% |
Drawdowns
SFSNX vs. SWSSX - Drawdown Comparison
The maximum SFSNX drawdown since its inception was -62.71%, smaller than the maximum SWSSX drawdown of -67.30%. Use the drawdown chart below to compare losses from any high point for SFSNX and SWSSX. For additional features, visit the drawdowns tool.
Volatility
SFSNX vs. SWSSX - Volatility Comparison
Schwab Fundamental US Small Company Index Fund (SFSNX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX) have volatilities of 14.05% and 13.95%, 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.