SWAGX vs. SWSBX
Compare and contrast key facts about Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Schwab Short-Term Bond Index Fund (SWSBX).
SWAGX is managed by Charles Schwab. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWAGX or SWSBX.
Correlation
The correlation between SWAGX and SWSBX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SWAGX vs. SWSBX - Performance Comparison
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Key characteristics
SWAGX:
0.88
SWSBX:
2.12
SWAGX:
1.18
SWSBX:
3.32
SWAGX:
1.14
SWSBX:
1.43
SWAGX:
0.33
SWSBX:
1.89
SWAGX:
1.97
SWSBX:
8.33
SWAGX:
2.16%
SWSBX:
0.67%
SWAGX:
5.41%
SWSBX:
2.75%
SWAGX:
-18.84%
SWSBX:
-8.96%
SWAGX:
-7.58%
SWSBX:
-0.83%
Returns By Period
In the year-to-date period, SWAGX achieves a 1.80% return, which is significantly lower than SWSBX's 2.10% return.
SWAGX
1.80%
0.00%
1.79%
4.74%
1.40%
-1.01%
N/A
SWSBX
2.10%
0.03%
2.69%
5.80%
2.99%
0.87%
N/A
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SWAGX vs. SWSBX - Expense Ratio Comparison
SWAGX has a 0.04% expense ratio, which is lower than SWSBX's 0.06% 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%.
Risk-Adjusted Performance
SWAGX vs. SWSBX — Risk-Adjusted Performance Rank
SWAGX
SWSBX
SWAGX vs. SWSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Schwab Short-Term Bond Index Fund (SWSBX). 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.
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Dividends
SWAGX vs. SWSBX - Dividend Comparison
SWAGX's dividend yield for the trailing twelve months is around 3.98%, less than SWSBX's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.98% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% |
SWSBX Schwab Short-Term Bond Index Fund | 4.04% | 3.98% | 3.16% | 1.49% | 0.90% | 1.56% | 2.40% | 2.12% | 1.55% |
Drawdowns
SWAGX vs. SWSBX - Drawdown Comparison
The maximum SWAGX drawdown since its inception was -18.84%, which is greater than SWSBX's maximum drawdown of -8.96%. Use the drawdown chart below to compare losses from any high point for SWAGX and SWSBX. For additional features, visit the drawdowns tool.
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Volatility
SWAGX vs. SWSBX - Volatility Comparison
Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a higher volatility of 1.60% compared to Schwab Short-Term Bond Index Fund (SWSBX) at 0.84%. This indicates that SWAGX's price experiences larger fluctuations and is considered to be riskier than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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