SNSXX vs. SWPPX
Compare and contrast key facts about Schwab U.S. Treasury Money Fund (SNSXX) and Schwab S&P 500 Index Fund (SWPPX).
SNSXX is managed by Charles Schwab. It was launched on Jan 17, 2018. SWPPX 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 SWPPX.
Key characteristics
| SNSXX | SWPPX | |
|---|---|---|
| YTD Return | 3.58% | 23.21% |
| 1Y Return | 4.70% | 40.57% |
| 3Y Return (Ann) | 3.17% | 9.76% |
| 5Y Return (Ann) | 2.02% | 15.50% |
| 10Y Return (Ann) | 1.20% | 13.18% |
| Sharpe Ratio | 3.36 | 3.41 |
| Ulcer Index | 0.00% | 1.85% |
| Daily Std Dev | 1.39% | 12.18% |
| Max Drawdown | 0.00% | -55.06% |
| Current Drawdown | 0.00% | -0.86% |
Correlation
The correlation between SNSXX and SWPPX is 0.01, 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. SWPPX - Performance Comparison
In the year-to-date period, SNSXX achieves a 3.58% return, which is significantly lower than SWPPX's 23.21% return. Over the past 10 years, SNSXX has underperformed SWPPX with an annualized return of 1.20%, while SWPPX has yielded a comparatively higher 13.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SNSXX vs. SWPPX - Expense Ratio Comparison
Risk-Adjusted Performance
SNSXX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Treasury Money Fund (SNSXX) 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
SNSXX vs. SWPPX - Dividend Comparison
SNSXX's dividend yield for the trailing twelve months is around 4.59%, more than SWPPX's 1.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNSXX Schwab U.S. Treasury Money Fund | 4.59% | 4.61% | 1.28% | 0.02% | 0.27% | 1.47% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
Drawdowns
SNSXX vs. SWPPX - Drawdown Comparison
The maximum SNSXX drawdown since its inception was 0.00%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SNSXX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SNSXX vs. SWPPX - Volatility Comparison
The current volatility for Schwab U.S. Treasury Money Fund (SNSXX) is 0.37%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 2.53%. This indicates that SNSXX 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.