SNIGX vs. SWLSX
SNIGX (SIT Large Cap Growth Fund) and SWLSX (Schwab Large-Cap Growth Fund™) are both Large Cap Growth Equities funds. Over the past 10 years, SNIGX returned 15.94%/yr vs 15.55%/yr for SWLSX. Their 0.97 correlation means they have historically moved very closely together. SNIGX charges 1.00%/yr vs 0.99%/yr for SWLSX.
Performance
SNIGX vs. SWLSX - Performance Comparison
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Returns By Period
In the year-to-date period, SNIGX achieves a 5.47% return, which is significantly higher than SWLSX's 3.77% return. Both investments have delivered pretty close results over the past 10 years, with SNIGX having a 15.94% annualized return and SWLSX not far behind at 15.55%.
SNIGX
- 1D
- 1.86%
- 1M
- 0.83%
- 6M
- 6.09%
- YTD
- 5.47%
- 1Y
- 16.92%
- 3Y*
- 17.80%
- 5Y*
- 10.57%
- 10Y*
- 15.94%
- ALL TIME*
- 9.56%
SWLSX
- 1D
- 3.14%
- 1M
- -3.40%
- 6M
- 4.49%
- YTD
- 3.77%
- 1Y
- 14.32%
- 3Y*
- 19.42%
- 5Y*
- 12.36%
- 10Y*
- 15.55%
- ALL TIME*
- 11.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SNIGX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | 5.47% | 15.24% | 26.21% | 39.68% | -28.26% | 28.39% | 33.99% | 32.89% | -3.28% | 27.78% |
SWLSX Schwab Large-Cap Growth Fund™ | 3.77% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Correlation
The correlation between SNIGX and SWLSX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.98 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006 | 0.97 |
The correlation between SNIGX and SWLSX has been stable across timeframes, ranging from 0.94 to 0.98 - a consistent structural relationship.
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Return for Risk
SNIGX vs. SWLSX — Risk / Return Rank
SNIGX
SWLSX
SNIGX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Large Cap Growth Fund (SNIGX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.75 | +0.36 |
| Martin ratioReturn relative to average drawdown | 4.01 | 2.42 | +1.59 |
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Drawdowns
SNIGX vs. SWLSX - Drawdown Comparison
The maximum SNIGX drawdown since its inception was -64.95%, which is greater than SWLSX's maximum drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SNIGX and SWLSX.
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Drawdown Indicators
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.95% | -49.89% | -15.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -16.17% | +3.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.39% | -22.93% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -32.14% | -31.32% | -0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -32.14% | -31.32% | -0.82% |
Current DrawdownCurrent decline from peak | -2.09% | -6.66% | +4.57% |
Average DrawdownAverage peak-to-trough decline | -15.70% | -7.90% | -7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 4.98% | -1.41% |
Volatility
SNIGX vs. SWLSX - Volatility Comparison
The current volatility for SIT Large Cap Growth Fund (SNIGX) is 3.90%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 6.15%. This indicates that SNIGX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNIGX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 6.15% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 14.50% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.59% | 18.06% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.23% | 21.36% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 20.96% | -0.44% |
SNIGX vs. SWLSX - Expense Ratio Comparison
SNIGX has a 1.00% expense ratio, which is higher than SWLSX's 0.99% expense ratio.
Dividends
SNIGX vs. SWLSX - Dividend Comparison
SNIGX's dividend yield for the trailing twelve months is around 2.02%, more than SWLSX's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNIGX SIT Large Cap Growth Fund | 2.02% | 2.13% | 4.01% | 1.84% | 3.87% | 5.89% | 5.33% | 9.56% | 10.20% | 11.95% | 7.73% | 29.92% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.13% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Frequently Asked Questions
With a correlation of 0.94, SNIGX and SWLSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SWLSX has higher volatility (6.15%) compared to SNIGX (3.90%). In terms of maximum drawdown, SNIGX dropped -64.95% vs SWLSX's -49.89%.
SNIGX currently has the higher Sharpe Ratio (0.98 vs 0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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