SSCVX vs. SWPPX
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and Schwab S&P 500 Index Fund (SWPPX).
SSCVX is managed by Columbia. It was launched on Apr 25, 1997. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
SSCVX vs. SWPPX - Performance Comparison
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SSCVX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, SSCVX achieves a 5.82% return, which is significantly higher than SWPPX's -7.07% return. Over the past 10 years, SSCVX has underperformed SWPPX with an annualized return of 8.32%, while SWPPX has yielded a comparatively higher 13.71% annualized return.
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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SSCVX vs. SWPPX - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
SSCVX vs. SWPPX — Risk / Return Rank
SSCVX
SWPPX
SSCVX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) 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.
| SSCVX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.84 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.30 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.06 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.44 | 5.14 | +0.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSCVX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.84 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.68 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.76 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.48 | -0.17 |
Correlation
The correlation between SSCVX and SWPPX is 0.81, 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.
Dividends
SSCVX vs. SWPPX - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 10.36%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
SSCVX vs. SWPPX - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -65.34%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SSCVX and SWPPX.
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Drawdown Indicators
| SSCVX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -55.06% | -10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -15.41% | -12.10% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -24.51% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -48.87% | -33.80% | -15.07% |
Current DrawdownCurrent decline from peak | -7.88% | -8.89% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -10.00% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.49% | +1.25% |
Volatility
SSCVX vs. SWPPX - Volatility Comparison
Columbia Select Small Cap Value Fund (SSCVX) has a higher volatility of 6.07% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that SSCVX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCVX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 4.29% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 9.11% | +3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.83% | 18.14% | +4.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.18% | 16.89% | +4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 18.19% | +5.25% |