SNXFX vs. SWTSX
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Schwab Total Stock Market Index Fund (SWTSX).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNXFX or SWTSX.
Performance
SNXFX vs. SWTSX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with SNXFX having a 26.19% return and SWTSX slightly lower at 25.73%. Both investments have delivered pretty close results over the past 10 years, with SNXFX having a 12.81% annualized return and SWTSX not far behind at 12.61%.
SNXFX
26.19%
2.43%
14.11%
33.05%
15.32%
12.81%
SWTSX
25.73%
2.61%
14.29%
33.08%
15.05%
12.61%
Key characteristics
| SNXFX | SWTSX | |
|---|---|---|
| Sharpe Ratio | 2.69 | 2.66 |
| Sortino Ratio | 3.58 | 3.54 |
| Omega Ratio | 1.50 | 1.49 |
| Calmar Ratio | 3.93 | 3.92 |
| Martin Ratio | 17.34 | 17.01 |
| Ulcer Index | 1.94% | 1.98% |
| Daily Std Dev | 12.52% | 12.69% |
| Max Drawdown | -55.08% | -54.60% |
| Current Drawdown | -0.71% | -0.79% |
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SNXFX vs. SWTSX - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is higher than SWTSX's 0.03% 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%.
Correlation
The correlation between SNXFX and SWTSX is 1.00, 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.
Risk-Adjusted Performance
SNXFX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and Schwab Total Stock Market Index Fund (SWTSX). 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
SNXFX vs. SWTSX - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.12%, which matches SWTSX's 1.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.12% | 1.41% | 1.61% | 1.19% | 1.71% | 1.81% | 2.29% | 1.75% | 1.81% | 1.93% | 1.64% | 1.54% |
SWTSX Schwab Total Stock Market Index Fund | 1.12% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
Drawdowns
SNXFX vs. SWTSX - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, roughly equal to the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for SNXFX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
SNXFX vs. SWTSX - Volatility Comparison
Schwab 1000 Index Fund (SNXFX) and Schwab Total Stock Market Index Fund (SWTSX) have volatilities of 4.08% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.