SWANX vs. FSKAX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Fidelity Total Market Index Fund (FSKAX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. FSKAX is managed by Fidelity.
Performance
SWANX vs. FSKAX - Performance Comparison
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SWANX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | -9.30% | 6.61% | 25.42% | 22.83% | -18.00% | 27.27% | 11.95% | 29.50% | -9.53% | 24.26% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, SWANX achieves a -9.30% return, which is significantly lower than FSKAX's -6.77% return. Over the past 10 years, SWANX has underperformed FSKAX with an annualized return of 10.70%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
SWANX
- 1D
- -0.09%
- 1M
- -7.74%
- YTD
- -9.30%
- 6M
- -12.09%
- 1Y
- 2.59%
- 3Y*
- 11.86%
- 5Y*
- 7.97%
- 10Y*
- 10.70%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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SWANX vs. FSKAX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
SWANX vs. FSKAX — Risk / Return Rank
SWANX
FSKAX
SWANX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Fidelity Total Market Index Fund (FSKAX). 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.
| SWANX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.83 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.29 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.04 | -1.01 |
Martin ratioReturn relative to average drawdown | 0.10 | 5.05 | -4.95 |
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
| SWANX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.83 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.59 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.72 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.78 | -0.33 |
Correlation
The correlation between SWANX and FSKAX is 0.97, 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.
Dividends
SWANX vs. FSKAX - Dividend Comparison
SWANX has not paid dividends to shareholders, while FSKAX's dividend yield for the trailing twelve months is around 1.09%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | 0.00% | 0.00% | 8.37% | 2.89% | 16.55% | 28.81% | 4.67% | 2.88% | 15.23% | 11.59% | 1.66% | 17.05% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
SWANX vs. FSKAX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for SWANX and FSKAX.
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Drawdown Indicators
| SWANX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -35.01% | -16.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -12.42% | -3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -25.39% | +1.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -35.01% | +0.35% |
Current DrawdownCurrent decline from peak | -15.58% | -8.92% | -6.66% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -4.05% | -7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 2.57% | +2.43% |
Volatility
SWANX vs. FSKAX - Volatility Comparison
The current volatility for Schwab Core Equity Fund™ (SWANX) is 4.05%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that SWANX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWANX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.42% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 9.40% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 18.50% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 17.38% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 18.42% | -0.33% |