SWAGX vs. SWVXX
Compare and contrast key facts about Schwab U.S. Aggregate Bond Index Fund (SWAGX) and Schwab Value Advantage Money Fund (SWVXX).
SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWAGX or SWVXX.
Key characteristics
| SWAGX | SWVXX | |
|---|---|---|
| YTD Return | -1.25% | 1.07% |
| 1Y Return | 1.50% | 4.43% |
| 3Y Return (Ann) | -2.90% | 2.54% |
| 5Y Return (Ann) | 0.07% | 1.83% |
| Sharpe Ratio | 0.19 | 3.19 |
| Daily Std Dev | 6.70% | 1.37% |
| Current Drawdown | -11.51% | 0.00% |
Correlation
The correlation between SWAGX and SWVXX is 0.00, 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.
Performance
SWAGX vs. SWVXX - Performance Comparison
In the year-to-date period, SWAGX achieves a -1.25% return, which is significantly lower than SWVXX's 1.07% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SWAGX vs. SWVXX - 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 Value Advantage Money Fund (SWVXX). 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.
Drawdowns
SWAGX vs. SWVXX - Drawdown Comparison
Volatility
SWAGX vs. SWVXX - Volatility Comparison
Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a higher volatility of 1.27% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.00%. This indicates that SWAGX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.