SNSXX vs. SWAGX
Compare and contrast key facts about Schwab U.S. Treasury Money Fund (SNSXX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
SNSXX is managed by Charles Schwab. It was launched on Jan 17, 2018. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNSXX or SWAGX.
Correlation
The correlation between SNSXX and SWAGX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SNSXX vs. SWAGX - Performance Comparison
Key characteristics
SNSXX:
3.39
SWAGX:
1.32
SNSXX:
0.00%
SWAGX:
2.13%
SNSXX:
1.22%
SWAGX:
5.40%
SNSXX:
0.00%
SWAGX:
-18.84%
SNSXX:
0.00%
SWAGX:
-7.05%
Returns By Period
In the year-to-date period, SNSXX achieves a 0.66% return, which is significantly lower than SWAGX's 2.38% return.
SNSXX
0.66%
0.00%
1.41%
4.17%
2.31%
1.40%
SWAGX
2.38%
-0.56%
1.79%
6.80%
-0.89%
N/A
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SNSXX vs. SWAGX - Expense Ratio Comparison
Risk-Adjusted Performance
SNSXX vs. SWAGX — Risk-Adjusted Performance Rank
SNSXX
SWAGX
SNSXX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Treasury Money Fund (SNSXX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
SNSXX vs. SWAGX - Dividend Comparison
SNSXX's dividend yield for the trailing twelve months is around 4.08%, more than SWAGX's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SNSXX Schwab U.S. Treasury Money Fund | 4.08% | 4.86% | 4.61% | 1.28% | 0.02% | 0.27% | 1.47% | 0.78% | 0.00% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.61% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% |
Drawdowns
SNSXX vs. SWAGX - Drawdown Comparison
The maximum SNSXX drawdown since its inception was 0.00%, smaller than the maximum SWAGX drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for SNSXX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
SNSXX vs. SWAGX - Volatility Comparison
The current volatility for Schwab U.S. Treasury Money Fund (SNSXX) is 0.00%, while Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a volatility of 2.16%. This indicates that SNSXX experiences smaller price fluctuations and is considered to be less risky than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.