SWANX vs. SCHX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Large-Cap ETF (SCHX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market 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 SCHX.
Correlation
The correlation between SWANX and SCHX 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.
Performance
SWANX vs. SCHX - Performance Comparison
Key characteristics
SWANX:
1.00
SCHX:
2.01
SWANX:
1.29
SCHX:
2.67
SWANX:
1.20
SCHX:
1.37
SWANX:
0.50
SCHX:
3.09
SWANX:
4.45
SCHX:
12.67
SWANX:
3.45%
SCHX:
2.08%
SWANX:
15.35%
SCHX:
13.11%
SWANX:
-53.94%
SCHX:
-34.33%
SWANX:
-18.55%
SCHX:
-1.28%
Returns By Period
In the year-to-date period, SWANX achieves a 2.53% return, which is significantly lower than SCHX's 3.02% return. Over the past 10 years, SWANX has underperformed SCHX with an annualized return of 1.97%, while SCHX has yielded a comparatively higher 16.22% annualized return.
SWANX
2.53%
2.09%
2.90%
14.81%
2.15%
1.97%
SCHX
3.02%
2.62%
10.65%
25.56%
16.99%
16.22%
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SWANX vs. SCHX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
SWANX vs. SCHX — Risk-Adjusted Performance Rank
SWANX
SCHX
SWANX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Large-Cap ETF (SCHX). 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. SCHX - Dividend Comparison
SWANX's dividend yield for the trailing twelve months is around 0.49%, less than SCHX's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | 0.49% | 0.50% | 1.03% | 1.59% | 1.10% | 0.82% | 0.89% | 1.51% | 1.51% | 1.66% | 1.88% | 1.48% |
SCHX Schwab U.S. Large-Cap ETF | 2.31% | 2.38% | 2.19% | 2.47% | 2.57% | 2.30% | 2.57% | 3.06% | 4.16% | 2.61% | 4.06% | 3.56% |
Drawdowns
SWANX vs. SCHX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for SWANX and SCHX. For additional features, visit the drawdowns tool.
Volatility
SWANX vs. SCHX - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) has a higher volatility of 4.48% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.20%. This indicates that SWANX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.