SOPAX vs. SWPPX
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and Schwab S&P 500 Index Fund (SWPPX).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPAX or SWPPX.
Correlation
The correlation between SOPAX and SWPPX is 0.89, 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.
Performance
SOPAX vs. SWPPX - Performance Comparison
Key characteristics
SOPAX:
0.15
SWPPX:
0.54
SOPAX:
0.30
SWPPX:
0.88
SOPAX:
1.05
SWPPX:
1.13
SOPAX:
0.13
SWPPX:
0.56
SOPAX:
0.37
SWPPX:
2.29
SOPAX:
6.18%
SWPPX:
4.55%
SOPAX:
15.57%
SWPPX:
19.42%
SOPAX:
-52.17%
SWPPX:
-55.06%
SOPAX:
-11.78%
SWPPX:
-9.86%
Returns By Period
In the year-to-date period, SOPAX achieves a -1.13% return, which is significantly higher than SWPPX's -5.68% return. Over the past 10 years, SOPAX has underperformed SWPPX with an annualized return of 5.10%, while SWPPX has yielded a comparatively higher 11.82% annualized return.
SOPAX
-1.13%
-2.80%
-8.42%
2.29%
7.75%
5.10%
SWPPX
-5.68%
-3.18%
-4.25%
10.90%
16.04%
11.82%
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SOPAX vs. SWPPX - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SOPAX vs. SWPPX — Risk-Adjusted Performance Rank
SOPAX
SWPPX
SOPAX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) 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
SOPAX vs. SWPPX - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.29%, which matches SWPPX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.29% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
SWPPX Schwab S&P 500 Index Fund | 1.30% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SOPAX vs. SWPPX - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SOPAX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. SWPPX - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 10.42%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 14.19%. This indicates that SOPAX 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.