SICNX vs. SPY
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and SPDR S&P 500 ETF (SPY).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SICNX or SPY.
Correlation
The correlation between SICNX and SPY is 0.80, 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
SICNX vs. SPY - Performance Comparison
Key characteristics
SICNX:
1.11
SPY:
2.20
SICNX:
1.58
SPY:
2.91
SICNX:
1.19
SPY:
1.41
SICNX:
1.61
SPY:
3.35
SICNX:
3.91
SPY:
13.99
SICNX:
3.59%
SPY:
2.01%
SICNX:
12.67%
SPY:
12.79%
SICNX:
-55.95%
SPY:
-55.19%
SICNX:
-5.94%
SPY:
-1.35%
Returns By Period
In the year-to-date period, SICNX achieves a 1.82% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, SICNX has underperformed SPY with an annualized return of 5.29%, while SPY has yielded a comparatively higher 13.44% annualized return.
SICNX
1.82%
1.47%
-0.43%
13.10%
5.28%
5.29%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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SICNX vs. SPY - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SICNX vs. SPY — Risk-Adjusted Performance Rank
SICNX
SPY
SICNX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and SPDR S&P 500 ETF (SPY). 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
SICNX vs. SPY - Dividend Comparison
SICNX's dividend yield for the trailing twelve months is around 2.57%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICNX Schwab International Core Equity Fund | 2.57% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SICNX vs. SPY - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.95%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SICNX and SPY. For additional features, visit the drawdowns tool.
Volatility
SICNX vs. SPY - Volatility Comparison
The current volatility for Schwab International Core Equity Fund (SICNX) is 3.51%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. This indicates that SICNX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.