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 0.82, 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.
Performance
SWAGX vs. SWSBX - Performance Comparison
Key characteristics
SWAGX:
0.83
SWSBX:
1.85
SWAGX:
1.23
SWSBX:
2.98
SWAGX:
1.15
SWSBX:
1.38
SWAGX:
0.32
SWSBX:
1.41
SWAGX:
2.00
SWSBX:
7.02
SWAGX:
2.17%
SWSBX:
0.70%
SWAGX:
5.24%
SWSBX:
2.64%
SWAGX:
-18.84%
SWSBX:
-8.97%
SWAGX:
-8.48%
SWSBX:
-0.38%
Returns By Period
In the year-to-date period, SWAGX achieves a 0.81% return, which is significantly higher than SWSBX's 0.46% return.
SWAGX
0.81%
0.81%
-0.80%
4.58%
-0.71%
N/A
SWSBX
0.46%
0.46%
1.13%
4.89%
1.02%
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.
Dividends
SWAGX vs. SWSBX - Dividend Comparison
SWAGX's dividend yield for the trailing twelve months is around 3.92%, less than SWSBX's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.92% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% |
SWSBX Schwab Short-Term Bond Index Fund | 4.03% | 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 -8.97%. Use the drawdown chart below to compare losses from any high point for SWAGX and SWSBX. For additional features, visit the drawdowns tool.
Volatility
SWAGX vs. SWSBX - Volatility Comparison
Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a higher volatility of 1.34% compared to Schwab Short-Term Bond Index Fund (SWSBX) at 0.64%. 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.