SWAGX vs. SNXFX
Compare and contrast key facts about Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Schwab 1000 Index Fund (SNXFX).
SWAGX is managed by Charles Schwab. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
SWAGX vs. SNXFX - Performance Comparison
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SWAGX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWAGX Schwab U.S. Aggregate Bond Index Fund | -0.44% | 7.11% | 1.38% | 5.46% | -13.62% | -2.29% | 7.39% | 8.64% | -0.11% | 2.62% |
SNXFX Schwab 1000 Index Fund | -6.94% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 14.91% |
Returns By Period
In the year-to-date period, SWAGX achieves a -0.44% return, which is significantly higher than SNXFX's -6.94% return.
SWAGX
- 1D
- 0.56%
- 1M
- -2.30%
- YTD
- -0.44%
- 6M
- 0.48%
- 1Y
- 3.81%
- 3Y*
- 3.39%
- 5Y*
- 0.01%
- 10Y*
- —
SNXFX
- 1D
- -0.44%
- 1M
- -7.77%
- YTD
- -6.94%
- 6M
- -4.75%
- 1Y
- 14.35%
- 3Y*
- 16.93%
- 5Y*
- 10.55%
- 10Y*
- 13.39%
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SWAGX vs. SNXFX - Expense Ratio Comparison
SWAGX has a 0.04% expense ratio, which is lower than SNXFX's 0.05% expense ratio. Despite the difference, 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
SWAGX vs. SNXFX — Risk / Return Rank
SWAGX
SNXFX
SWAGX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Schwab 1000 Index Fund (SNXFX). 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.
| SWAGX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.82 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.27 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.02 | +0.72 |
Martin ratioReturn relative to average drawdown | 4.95 | 4.97 | -0.02 |
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
| SWAGX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.82 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.61 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.55 | -0.25 |
Correlation
The correlation between SWAGX and SNXFX is 0.01, 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
SWAGX vs. SNXFX - Dividend Comparison
SWAGX's dividend yield for the trailing twelve months is around 3.76%, more than SNXFX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.76% | 4.02% | 3.88% | 3.22% | 1.93% | 1.56% | 2.47% | 2.87% | 2.80% | 1.98% | 0.00% | 0.00% |
SNXFX Schwab 1000 Index Fund | 1.56% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
SWAGX vs. SNXFX - Drawdown Comparison
The maximum SWAGX drawdown since its inception was -19.68%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for SWAGX and SNXFX.
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Drawdown Indicators
| SWAGX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.68% | -55.08% | +35.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -12.33% | +9.49% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -25.36% | +6.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -4.18% | -8.94% | +4.76% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -8.80% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 2.54% | -1.54% |
Volatility
SWAGX vs. SNXFX - Volatility Comparison
The current volatility for Schwab U.S. Aggregate Bond Index Fund (SWAGX) is 1.66%, while Schwab 1000 Index Fund (SNXFX) has a volatility of 4.35%. This indicates that SWAGX experiences smaller price fluctuations and is considered to be less risky than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWAGX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 4.35% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 9.32% | -6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 18.40% | -13.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 17.28% | -11.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 18.69% | -13.56% |