SFSNX vs. SWVXX
Compare and contrast key facts about Schwab Fundamental US Small Company Index Fund (SFSNX) and Schwab Value Advantage Money Fund (SWVXX).
SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007. SWVXX is an actively managed fund by Charles Schwab. It was launched on Aug 27, 1993.
Performance
SFSNX vs. SWVXX - Performance Comparison
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SFSNX vs. SWVXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 0.48% | 7.66% | 8.99% | 20.15% | -14.79% | 6.97% |
SWVXX Schwab Value Advantage Money Fund | 0.57% | 4.15% | 5.16% | 5.04% | 0.00% | 0.00% |
Returns By Period
In the year-to-date period, SFSNX achieves a 0.48% return, which is significantly lower than SWVXX's 0.57% return.
SFSNX
- 1D
- -0.73%
- 1M
- -7.88%
- YTD
- 0.48%
- 6M
- 2.13%
- 1Y
- 16.94%
- 3Y*
- 10.67%
- 5Y*
- 6.04%
- 10Y*
- 9.73%
SWVXX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.57%
- 6M
- 1.55%
- 1Y
- 3.68%
- 3Y*
- 4.68%
- 5Y*
- —
- 10Y*
- —
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SFSNX vs. SWVXX - Expense Ratio Comparison
SFSNX has a 0.25% expense ratio, which is lower than SWVXX's 0.34% expense ratio.
Return for Risk
SFSNX vs. SWVXX — Risk / Return Rank
SFSNX
SWVXX
SFSNX vs. SWVXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) and Schwab Value Advantage Money Fund (SWVXX). 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.
| SFSNX | SWVXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 3.69 | -2.90 |
Sortino ratioReturn per unit of downside risk | 1.25 | — | — |
Omega ratioGain probability vs. loss probability | 1.17 | — | — |
Calmar ratioReturn relative to maximum drawdown | 1.03 | — | — |
Martin ratioReturn relative to average drawdown | 3.98 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFSNX | SWVXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 3.69 | -2.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 2.88 | -2.52 |
Correlation
The correlation between SFSNX and SWVXX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SFSNX vs. SWVXX - Dividend Comparison
SFSNX's dividend yield for the trailing twelve months is around 1.36%, less than SWVXX's 3.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 1.36% | 1.36% | 1.71% | 1.37% | 7.05% | 12.27% | 1.42% | 3.66% | 11.55% | 6.88% | 1.86% | 6.37% |
SWVXX Schwab Value Advantage Money Fund | 3.61% | 4.06% | 5.02% | 4.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SFSNX vs. SWVXX - Drawdown Comparison
The maximum SFSNX drawdown since its inception was -58.32%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SFSNX and SWVXX.
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Drawdown Indicators
| SFSNX | SWVXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.32% | 0.00% | -58.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.38% | 0.00% | -14.38% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.82% | — | — |
Current DrawdownCurrent decline from peak | -9.29% | 0.00% | -9.29% |
Average DrawdownAverage peak-to-trough decline | -8.38% | 0.00% | -8.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 0.00% | +3.73% |
Volatility
SFSNX vs. SWVXX - Volatility Comparison
Schwab Fundamental US Small Company Index Fund (SFSNX) has a higher volatility of 5.81% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.00%. This indicates that SFSNX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFSNX | SWVXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 0.00% | +5.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 0.75% | +11.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.89% | 1.14% | +20.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 1.09% | +19.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 1.09% | +22.16% |