SWANX vs. SCHB
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Broad Market ETF (SCHB).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWANX or SCHB.
Correlation
The correlation between SWANX and SCHB is 0.98, 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
SWANX vs. SCHB - Performance Comparison
Key characteristics
SWANX:
0.10
SCHB:
0.48
SWANX:
0.29
SCHB:
0.84
SWANX:
1.04
SCHB:
1.12
SWANX:
0.07
SCHB:
0.51
SWANX:
0.28
SCHB:
1.93
SWANX:
8.20%
SCHB:
5.11%
SWANX:
20.67%
SCHB:
19.38%
SWANX:
-53.94%
SCHB:
-35.27%
SWANX:
-23.70%
SCHB:
-8.03%
Returns By Period
The year-to-date returns for both investments are quite close, with SWANX having a -3.95% return and SCHB slightly higher at -3.77%. Over the past 10 years, SWANX has underperformed SCHB with an annualized return of 0.74%, while SCHB has yielded a comparatively higher 11.78% annualized return.
SWANX
-3.95%
3.56%
-11.91%
2.00%
2.89%
0.74%
SCHB
-3.77%
4.31%
-5.67%
9.28%
15.31%
11.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWANX vs. SCHB - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
SWANX vs. SCHB — Risk-Adjusted Performance Rank
SWANX
SCHB
SWANX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Broad Market ETF (SCHB). 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
SWANX vs. SCHB - Dividend Comparison
SWANX's dividend yield for the trailing twelve months is around 0.52%, less than SCHB's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | 0.52% | 0.50% | 1.03% | 1.59% | 1.10% | 0.82% | 0.89% | 1.51% | 1.51% | 1.66% | 1.88% | 1.48% |
SCHB Schwab U.S. Broad Market ETF | 1.31% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
SWANX vs. SCHB - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for SWANX and SCHB. For additional features, visit the drawdowns tool.
Volatility
SWANX vs. SCHB - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Broad Market ETF (SCHB) have volatilities of 6.84% and 6.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.