SICNX vs. SWPPX
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and Schwab S&P 500 Index Fund (SWPPX).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SICNX or SWPPX.
Correlation
The correlation between SICNX and SWPPX 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. SWPPX - Performance Comparison
Key characteristics
SICNX:
0.54
SWPPX:
2.11
SICNX:
0.81
SWPPX:
2.81
SICNX:
1.10
SWPPX:
1.39
SICNX:
0.68
SWPPX:
3.14
SICNX:
2.05
SWPPX:
13.81
SICNX:
3.41%
SWPPX:
1.92%
SICNX:
13.05%
SWPPX:
12.60%
SICNX:
-55.95%
SWPPX:
-55.06%
SICNX:
-9.28%
SWPPX:
-1.90%
Returns By Period
In the year-to-date period, SICNX achieves a 7.08% return, which is significantly lower than SWPPX's 26.85% return. Over the past 10 years, SICNX has underperformed SWPPX with an annualized return of 4.94%, while SWPPX has yielded a comparatively higher 12.89% annualized return.
SICNX
7.08%
-3.24%
-3.16%
7.28%
4.70%
4.94%
SWPPX
26.85%
-0.36%
10.05%
26.50%
14.80%
12.89%
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SICNX vs. SWPPX - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SICNX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) 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
SICNX vs. SWPPX - Dividend Comparison
SICNX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICNX Schwab International Core Equity Fund | 0.00% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% | 2.61% |
SWPPX Schwab S&P 500 Index Fund | 1.21% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
SICNX vs. SWPPX - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.95%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SICNX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SICNX vs. SWPPX - Volatility Comparison
Schwab International Core Equity Fund (SICNX) has a higher volatility of 4.44% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.07%. This indicates that SICNX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.