Correlation
The correlation between SUSAX and SWLGX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
SUSAX vs. SWLGX
Compare and contrast key facts about SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SUSAX is managed by SEI. It was launched on Feb 28, 2011. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUSAX or SWLGX.
Performance
SUSAX vs. SWLGX - Performance Comparison
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Key characteristics
SUSAX:
3.44
SWLGX:
0.64
SUSAX:
9.34
SWLGX:
1.05
SUSAX:
2.58
SWLGX:
1.15
SUSAX:
18.88
SWLGX:
0.70
SUSAX:
52.57
SWLGX:
2.31
SUSAX:
0.11%
SWLGX:
7.04%
SUSAX:
1.66%
SWLGX:
25.50%
SUSAX:
-4.28%
SWLGX:
-33.28%
SUSAX:
-0.10%
SWLGX:
-4.26%
Returns By Period
In the year-to-date period, SUSAX achieves a 1.56% return, which is significantly higher than SWLGX's -0.23% return.
SUSAX
1.56%
0.28%
2.37%
5.68%
4.73%
2.83%
2.41%
SWLGX
-0.23%
8.99%
1.45%
16.28%
19.60%
17.38%
N/A
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SUSAX vs. SWLGX - Expense Ratio Comparison
SUSAX has a 0.22% expense ratio, which is higher than SWLGX's 0.04% 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%.
Risk-Adjusted Performance
SUSAX vs. SWLGX — Risk-Adjusted Performance Rank
SUSAX
SWLGX
SUSAX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
SUSAX vs. SWLGX - Dividend Comparison
SUSAX's dividend yield for the trailing twelve months is around 4.81%, more than SWLGX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 4.81% | 4.84% | 4.19% | 1.74% | 0.86% | 1.54% | 2.99% | 2.48% | 1.76% | 1.39% | 1.24% | 0.96% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SUSAX vs. SWLGX - Drawdown Comparison
The maximum SUSAX drawdown since its inception was -4.28%, smaller than the maximum SWLGX drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for SUSAX and SWLGX.
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Volatility
SUSAX vs. SWLGX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) is 0.43%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.86%. This indicates that SUSAX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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