SNPV vs. SWPPX

The year-to-date returns for both investments are quite close, with SNPV having a 1.04% return and SWPPX slightly higher at 1.05%.

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SNPV has a 0.15% expense ratio, which is higher than SWPPX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Value ESG ETF (SNPV) 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.

The current SNPV Sharpe Ratio is 0.53, which is comparable to the SWPPX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SNPV and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SNPV's dividend yield for the trailing twelve months is around 2.17%, more than SWPPX's 1.22% yield.

The maximum SNPV drawdown since its inception was -14.68%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SNPV and SWPPX.

The current volatility for Xtrackers S&P 500 Value ESG ETF (SNPV) is 4.34%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.77%. This indicates that SNPV experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.