SVAIX vs. SWLVX
Compare and contrast key facts about Federated Hermes Strategic Value Dividend Fund (SVAIX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
SVAIX is managed by Federated. It was launched on Mar 30, 2005. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
SVAIX vs. SWLVX - Performance Comparison
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SVAIX vs. SWLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 8.28% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 0.59% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | -0.06% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
In the year-to-date period, SVAIX achieves a 8.28% return, which is significantly higher than SWLVX's -0.06% return.
SVAIX
- 1D
- 0.29%
- 1M
- -3.41%
- YTD
- 8.28%
- 6M
- 10.68%
- 1Y
- 16.18%
- 3Y*
- 13.50%
- 5Y*
- 11.56%
- 10Y*
- 8.37%
SWLVX
- 1D
- -0.37%
- 1M
- -6.82%
- YTD
- -0.06%
- 6M
- 3.73%
- 1Y
- 13.42%
- 3Y*
- 13.48%
- 5Y*
- 8.93%
- 10Y*
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SVAIX vs. SWLVX - Expense Ratio Comparison
SVAIX has a 0.81% expense ratio, which is higher than SWLVX's 0.04% expense ratio.
Return for Risk
SVAIX vs. SWLVX — Risk / Return Rank
SVAIX
SWLVX
SVAIX vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund (SVAIX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). 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.
| SVAIX | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.93 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.36 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.10 | +0.54 |
Martin ratioReturn relative to average drawdown | 7.78 | 5.22 | +2.56 |
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
| SVAIX | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.93 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.61 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.48 | +0.04 |
Correlation
The correlation between SVAIX and SWLVX is 0.78, 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
SVAIX vs. SWLVX - Dividend Comparison
SVAIX's dividend yield for the trailing twelve months is around 5.98%, more than SWLVX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.98% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.02% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
SVAIX vs. SWLVX - Drawdown Comparison
The maximum SVAIX drawdown since its inception was -50.62%, which is greater than SWLVX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for SVAIX and SWLVX.
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Drawdown Indicators
| SVAIX | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.62% | -38.34% | -12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.82% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -16.13% | -19.05% | +2.92% |
Max Drawdown (10Y)Largest decline over 10 years | -36.53% | — | — |
Current DrawdownCurrent decline from peak | -3.68% | -6.82% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -4.93% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.49% | +0.17% |
Volatility
SVAIX vs. SWLVX - Volatility Comparison
The current volatility for Federated Hermes Strategic Value Dividend Fund (SVAIX) is 2.80%, while Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a volatility of 3.72%. This indicates that SVAIX experiences smaller price fluctuations and is considered to be less risky than SWLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVAIX | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 3.72% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 8.03% | -1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 15.63% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.57% | 14.82% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 18.66% | -3.24% |