SWAGX vs. SWLSX
Compare and contrast key facts about Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWAGX is managed by Charles Schwab. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWAGX vs. SWLSX - Performance Comparison
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SWAGX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWAGX Schwab U.S. Aggregate Bond Index Fund | -0.33% | 7.11% | 1.38% | 5.46% | -13.62% | -2.29% | 7.39% | 8.64% | -0.11% | 2.62% |
SWLSX Schwab Large-Cap Growth Fund™ | -9.26% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 19.75% |
Returns By Period
In the year-to-date period, SWAGX achieves a -0.33% return, which is significantly higher than SWLSX's -9.26% return.
SWAGX
- 1D
- 0.11%
- 1M
- -1.76%
- YTD
- -0.33%
- 6M
- 0.37%
- 1Y
- 3.70%
- 3Y*
- 3.43%
- 5Y*
- -0.05%
- 10Y*
- —
SWLSX
- 1D
- 3.97%
- 1M
- -5.24%
- YTD
- -9.26%
- 6M
- -8.22%
- 1Y
- 18.95%
- 3Y*
- 19.82%
- 5Y*
- 12.04%
- 10Y*
- 14.47%
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SWAGX vs. SWLSX - Expense Ratio Comparison
SWAGX has a 0.04% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWAGX vs. SWLSX — Risk / Return Rank
SWAGX
SWLSX
SWAGX vs. SWLSX - 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 Large-Cap Growth Fund™ (SWLSX). 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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.87 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.41 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.24 | +0.34 |
Martin ratioReturn relative to average drawdown | 4.44 | 4.32 | +0.12 |
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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.87 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.58 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.52 | -0.22 |
Correlation
The correlation between SWAGX and SWLSX is 0.02, 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. SWLSX - Dividend Comparison
SWAGX's dividend yield for the trailing twelve months is around 3.76%, more than SWLSX's 1.29% 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% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.29% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWAGX vs. SWLSX - Drawdown Comparison
The maximum SWAGX drawdown since its inception was -19.68%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWAGX and SWLSX.
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Drawdown Indicators
| SWAGX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.68% | -49.89% | +30.21% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -16.17% | +13.33% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -31.32% | +12.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.32% | — |
Current DrawdownCurrent decline from peak | -4.07% | -12.84% | +8.77% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -7.98% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 4.65% | -3.64% |
Volatility
SWAGX vs. SWLSX - Volatility Comparison
The current volatility for Schwab U.S. Aggregate Bond Index Fund (SWAGX) is 1.63%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 7.17%. This indicates that SWAGX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWAGX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 7.17% | -5.54% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 13.03% | -10.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 22.89% | -18.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 21.04% | -14.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 20.79% | -15.66% |