SPFIX vs. SWPPX
Compare and contrast key facts about Shelton Capital Management S&P 500 Index Fund (SPFIX) and Schwab S&P 500 Index Fund (SWPPX).
SPFIX is managed by Blackrock. It was launched on Apr 20, 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: SPFIX or SWPPX.
Correlation
The correlation between SPFIX and SWPPX 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.
Performance
SPFIX vs. SWPPX - Performance Comparison
Key characteristics
SPFIX:
0.48
SWPPX:
1.75
SPFIX:
0.66
SWPPX:
2.35
SPFIX:
1.12
SWPPX:
1.32
SPFIX:
0.58
SWPPX:
2.66
SPFIX:
1.44
SWPPX:
10.97
SPFIX:
5.67%
SWPPX:
2.05%
SPFIX:
16.87%
SWPPX:
12.89%
SPFIX:
-54.81%
SWPPX:
-55.06%
SPFIX:
-11.25%
SWPPX:
-2.12%
Returns By Period
The year-to-date returns for both investments are quite close, with SPFIX having a 2.35% return and SWPPX slightly higher at 2.41%. Over the past 10 years, SPFIX has underperformed SWPPX with an annualized return of 7.47%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
SPFIX
2.35%
-1.12%
-4.93%
5.77%
6.30%
7.47%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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SPFIX vs. SWPPX - Expense Ratio Comparison
SPFIX has a 0.43% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SPFIX vs. SWPPX — Risk-Adjusted Performance Rank
SPFIX
SWPPX
SPFIX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P 500 Index Fund (SPFIX) 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
SPFIX vs. SWPPX - Dividend Comparison
SPFIX's dividend yield for the trailing twelve months is around 1.00%, less than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPFIX Shelton Capital Management S&P 500 Index Fund | 1.00% | 1.03% | 1.21% | 1.45% | 0.96% | 1.22% | 1.72% | 1.64% | 1.64% | 1.91% | 1.89% | 1.58% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SPFIX vs. SWPPX - Drawdown Comparison
The maximum SPFIX drawdown since its inception was -54.81%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SPFIX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SPFIX vs. SWPPX - Volatility Comparison
Shelton Capital Management S&P 500 Index Fund (SPFIX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 3.42% and 3.43%, 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.