SWAGX vs. FXNAX

The year-to-date returns for both stocks are quite close, with SWAGX having a 1.80% return and FXNAX slightly lower at 1.78%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SWAGX has a 0.04% expense ratio, which is higher than FXNAX's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.

The current SWAGX Sharpe Ratio is 0.79, which is comparable to the FXNAX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of SWAGX and FXNAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWAGX's dividend yield for the trailing twelve months is around 3.98%, more than FXNAX's 3.48% yield.

The maximum SWAGX drawdown since its inception was -18.77%, roughly equal to the maximum FXNAX drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for SWAGX and FXNAX. For additional features, visit the drawdowns tool.

Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a higher volatility of 1.62% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.48%. This indicates that SWAGX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.