SWANX vs. SNXFX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab 1000 Index Fund (SNXFX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
SWANX vs. SNXFX - Performance Comparison
Loading graphics...
SWANX vs. SNXFX - 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% |
SNXFX Schwab 1000 Index Fund | -6.94% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, SWANX achieves a -9.30% return, which is significantly lower than SNXFX's -6.94% return. Over the past 10 years, SWANX has underperformed SNXFX with an annualized return of 10.70%, while SNXFX has yielded a comparatively higher 13.39% 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%
SNXFX
- 1D
- -0.44%
- 1M
- -7.77%
- YTD
- -6.94%
- 6M
- -4.75%
- 1Y
- 14.35%
- 3Y*
- 16.93%
- 5Y*
- 10.55%
- 10Y*
- 13.39%
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. SNXFX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
SWANX vs. SNXFX — Risk / Return Rank
SWANX
SNXFX
SWANX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab 1000 Index Fund (SNXFX). 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 | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.82 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.27 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.02 | -0.99 |
Martin ratioReturn relative to average drawdown | 0.10 | 4.97 | -4.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWANX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.82 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.61 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.72 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.10 |
Correlation
The correlation between SWANX and SNXFX 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.
Dividends
SWANX vs. SNXFX - Dividend Comparison
SWANX has not paid dividends to shareholders, while SNXFX's dividend yield for the trailing twelve months is around 1.56%.
| 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% |
SNXFX Schwab 1000 Index Fund | 1.56% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
SWANX vs. SNXFX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for SWANX and SNXFX.
Loading graphics...
Drawdown Indicators
| SWANX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -55.08% | +3.75% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -12.33% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -25.36% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -34.58% | -0.08% |
Current DrawdownCurrent decline from peak | -15.58% | -8.94% | -6.64% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -8.80% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 2.54% | +2.46% |
Volatility
SWANX vs. SNXFX - Volatility Comparison
The current volatility for Schwab Core Equity Fund™ (SWANX) is 4.05%, while Schwab 1000 Index Fund (SNXFX) has a volatility of 4.35%. This indicates that SWANX experiences smaller price fluctuations and is considered to be less risky than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWANX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.35% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 9.32% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 18.40% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 17.28% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 18.69% | -0.60% |