Correlation
The correlation between SSCVX and SWTSX is 0.83, 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.
SSCVX vs. SWTSX
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and Schwab Total Stock Market Index Fund (SWTSX).
SSCVX is managed by Columbia Threadneedle. It was launched on Apr 25, 1997. 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: SSCVX or SWTSX.
Performance
SSCVX vs. SWTSX - Performance Comparison
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Key characteristics
SSCVX:
0.00
SWTSX:
0.69
SSCVX:
0.16
SWTSX:
0.99
SSCVX:
1.02
SWTSX:
1.14
SSCVX:
-0.01
SWTSX:
0.64
SSCVX:
-0.02
SWTSX:
2.39
SSCVX:
10.71%
SWTSX:
5.20%
SSCVX:
23.97%
SWTSX:
20.18%
SSCVX:
-64.07%
SWTSX:
-54.70%
SSCVX:
-16.26%
SWTSX:
-3.94%
Returns By Period
In the year-to-date period, SSCVX achieves a -7.36% return, which is significantly lower than SWTSX's 0.52% return. Over the past 10 years, SSCVX has underperformed SWTSX with an annualized return of 5.21%, while SWTSX has yielded a comparatively higher 11.80% annualized return.
SSCVX
-7.36%
4.91%
-15.24%
-1.00%
3.57%
12.20%
5.21%
SWTSX
0.52%
5.74%
-2.52%
12.98%
13.70%
15.15%
11.80%
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SSCVX vs. SWTSX - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
SSCVX vs. SWTSX — Risk-Adjusted Performance Rank
SSCVX
SWTSX
SSCVX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) 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.
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Dividends
SSCVX vs. SWTSX - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 22.08%, more than SWTSX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 22.08% | 20.46% | 6.56% | 4.62% | 6.63% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% | 11.50% |
SWTSX Schwab Total Stock Market Index Fund | 1.23% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% | 2.23% |
Drawdowns
SSCVX vs. SWTSX - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -64.07%, which is greater than SWTSX's maximum drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for SSCVX and SWTSX.
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Volatility
SSCVX vs. SWTSX - Volatility Comparison
Columbia Select Small Cap Value Fund (SSCVX) has a higher volatility of 6.54% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.98%. This indicates that SSCVX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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