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.
Performance
SUSAX vs. SWLGX - Performance Comparison
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SUSAX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 0.29% | 5.09% | 5.31% | 5.00% | -1.44% | 0.17% | 2.06% | 3.55% | 1.89% | 0.16% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SUSAX achieves a 0.29% return, which is significantly higher than SWLGX's -9.81% return.
SUSAX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.29%
- 6M
- 1.41%
- 1Y
- 4.07%
- 3Y*
- 4.72%
- 5Y*
- 2.84%
- 10Y*
- 2.48%
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
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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%.
Return for Risk
SUSAX vs. SWLGX — Risk / Return Rank
SUSAX
SWLGX
SUSAX vs. SWLGX - Risk-Adjusted Trends 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.
| SUSAX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.80 | 0.83 | +1.97 |
Sortino ratioReturn per unit of downside risk | 7.56 | 1.35 | +6.21 |
Omega ratioGain probability vs. loss probability | 2.43 | 1.19 | +1.24 |
Calmar ratioReturn relative to maximum drawdown | 9.00 | 1.17 | +7.84 |
Martin ratioReturn relative to average drawdown | 37.12 | 4.02 | +33.10 |
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
| SUSAX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | 0.83 | +1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.07 | 0.58 | +1.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.95 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.67 | 0.70 | +0.97 |
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.
Dividends
SUSAX vs. SWLGX - Dividend Comparison
SUSAX's dividend yield for the trailing twelve months is around 4.10%, more than SWLGX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 4.10% | 4.55% | 4.44% | 3.02% | 1.19% | 0.78% | 1.53% | 2.98% | 2.48% | 1.75% | 1.43% | 1.15% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 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 -32.69%. Use the drawdown chart below to compare losses from any high point for SUSAX and SWLGX.
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Drawdown Indicators
| SUSAX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.28% | -32.69% | +28.41% |
Max Drawdown (1Y)Largest decline over 1 year | -0.50% | -16.16% | +15.66% |
Max Drawdown (5Y)Largest decline over 5 years | -2.72% | -32.69% | +29.97% |
Max Drawdown (10Y)Largest decline over 10 years | -4.28% | — | — |
Current DrawdownCurrent decline from peak | -0.40% | -13.03% | +12.63% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -7.13% | +6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 4.69% | -4.57% |
Volatility
SUSAX vs. SWLGX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) is 0.26%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.73%. 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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Volatility by Period
| SUSAX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.26% | 6.73% | -6.47% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 12.40% | -11.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.51% | 22.57% | -21.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.37% | 21.52% | -20.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 22.81% | -21.54% |