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:
1.21
SCHX:
2.23
SWANX:
1.52
SCHX:
2.96
SWANX:
1.25
SCHX:
1.41
SWANX:
1.71
SCHX:
3.31
SWANX:
8.33
SCHX:
14.49
SWANX:
2.21%
SCHX:
1.95%
SWANX:
15.20%
SCHX:
12.70%
SWANX:
-53.94%
SCHX:
-34.33%
SWANX:
-9.13%
SCHX:
-2.20%
Returns By Period
In the year-to-date period, SWANX achieves a 17.92% return, which is significantly lower than SCHX's 27.64% return. Over the past 10 years, SWANX has underperformed SCHX with an annualized return of 9.90%, while SCHX has yielded a comparatively higher 15.57% annualized return.
SWANX
17.92%
-5.99%
1.89%
18.15%
10.74%
9.90%
SCHX
27.64%
-0.14%
11.56%
28.02%
16.71%
15.57%
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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 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 has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 2.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | 0.00% | 1.03% | 1.59% | 1.10% | 0.82% | 0.89% | 1.51% | 1.51% | 1.66% | 1.88% | 1.48% | 0.98% |
SCHX Schwab U.S. Large-Cap ETF | 2.37% | 3.54% | 3.14% | 2.51% | 1.64% | 5.47% | 6.50% | 2.65% | 4.85% | 3.17% | 3.46% | 2.58% |
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 9.17% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.97%. 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.