SNIGX vs. SWLGX
Compare and contrast key facts about SIT Large Cap Growth Fund (SNIGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SNIGX is managed by Sit. It was launched on Sep 2, 1982. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
SNIGX vs. SWLGX - Performance Comparison
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SNIGX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | -11.47% | 15.24% | 26.21% | 39.68% | -28.26% | 28.39% | 33.99% | 32.89% | -3.28% | -0.81% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SNIGX achieves a -11.47% return, which is significantly higher than SWLGX's -13.06% return.
SNIGX
- 1D
- -0.26%
- 1M
- -8.33%
- YTD
- -11.47%
- 6M
- -8.71%
- 1Y
- 12.16%
- 3Y*
- 17.00%
- 5Y*
- 10.07%
- 10Y*
- 14.21%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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SNIGX vs. SWLGX - Expense Ratio Comparison
SNIGX has a 1.00% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
SNIGX vs. SWLGX — Risk / Return Rank
SNIGX
SWLGX
SNIGX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| SNIGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.66 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.10 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.72 | +0.04 |
Martin ratioReturn relative to average drawdown | 2.88 | 2.51 | +0.37 |
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
| SNIGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.66 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.56 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.68 | -0.18 |
Correlation
The correlation between SNIGX and SWLGX is 0.98, 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.
Dividends
SNIGX vs. SWLGX - Dividend Comparison
SNIGX's dividend yield for the trailing twelve months is around 2.41%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | 2.41% | 2.13% | 4.01% | 1.84% | 3.87% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
SNIGX vs. SWLGX - Drawdown Comparison
The maximum SNIGX drawdown since its inception was -64.95%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SNIGX and SWLGX.
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Drawdown Indicators
| SNIGX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.95% | -32.69% | -32.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -16.16% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -32.14% | -32.69% | +0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -32.14% | — | — |
Current DrawdownCurrent decline from peak | -12.99% | -16.16% | +3.17% |
Average DrawdownAverage peak-to-trough decline | -15.81% | -7.13% | -8.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 4.62% | -1.23% |
Volatility
SNIGX vs. SWLGX - Volatility Comparison
The current volatility for SIT Large Cap Growth Fund (SNIGX) is 4.66%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that SNIGX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNIGX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 5.38% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 11.82% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.98% | 22.31% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 21.47% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.46% | 22.78% | -2.32% |