Correlation
The correlation between SICNX and SWISX 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.
SICNX vs. SWISX
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and Schwab International Index Fund (SWISX).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE 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: SICNX or SWISX.
Performance
SICNX vs. SWISX - Performance Comparison
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Key characteristics
SICNX:
0.93
SWISX:
0.84
SICNX:
1.28
SWISX:
1.16
SICNX:
1.18
SWISX:
1.16
SICNX:
1.08
SWISX:
0.97
SICNX:
3.59
SWISX:
2.80
SICNX:
4.06%
SWISX:
4.73%
SICNX:
16.71%
SWISX:
16.96%
SICNX:
-55.95%
SWISX:
-60.65%
SICNX:
-0.58%
SWISX:
-0.45%
Returns By Period
The year-to-date returns for both stocks are quite close, with SICNX having a 17.82% return and SWISX slightly lower at 17.51%. Over the past 10 years, SICNX has underperformed SWISX with an annualized return of 5.68%, while SWISX has yielded a comparatively higher 6.02% annualized return.
SICNX
17.82%
4.77%
14.66%
14.28%
13.96%
12.55%
5.68%
SWISX
17.51%
5.14%
14.13%
12.96%
11.51%
11.41%
6.02%
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SICNX vs. SWISX - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
SICNX vs. SWISX — Risk-Adjusted Performance Rank
SICNX
SWISX
SICNX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and Schwab International Index Fund (SWISX). 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.
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Dividends
SICNX vs. SWISX - Dividend Comparison
SICNX's dividend yield for the trailing twelve months is around 2.22%, less than SWISX's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICNX Schwab International Core Equity Fund | 2.22% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.62% | 2.49% | 2.04% | 3.71% |
SWISX Schwab International Index Fund | 2.80% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
SICNX vs. SWISX - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.95%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SICNX and SWISX.
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Volatility
SICNX vs. SWISX - Volatility Comparison
Schwab International Core Equity Fund (SICNX) and Schwab International Index Fund (SWISX) have volatilities of 3.26% and 3.42%, 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.
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