SWANX vs. SPY
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and SPDR S&P 500 ETF (SPY).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWANX or SPY.
Correlation
The correlation between SWANX and SPY is 0.95, 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. SPY - Performance Comparison
Key characteristics
SWANX:
1.00
SPY:
1.95
SWANX:
1.29
SPY:
2.60
SWANX:
1.20
SPY:
1.36
SWANX:
0.50
SPY:
2.98
SWANX:
4.45
SPY:
12.42
SWANX:
3.45%
SPY:
2.02%
SWANX:
15.35%
SPY:
12.88%
SWANX:
-53.94%
SPY:
-55.19%
SWANX:
-18.55%
SPY:
-1.30%
Returns By Period
In the year-to-date period, SWANX achieves a 2.53% return, which is significantly lower than SPY's 2.68% return. Over the past 10 years, SWANX has underperformed SPY with an annualized return of 1.97%, while SPY has yielded a comparatively higher 13.67% annualized return.
SWANX
2.53%
2.09%
2.90%
14.81%
2.15%
1.97%
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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SWANX vs. SPY - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SWANX vs. SPY — Risk-Adjusted Performance Rank
SWANX
SPY
SWANX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
SWANX's dividend yield for the trailing twelve months is around 0.49%, less than SPY's 1.17% 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% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SWANX vs. SPY - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWANX and SPY. For additional features, visit the drawdowns tool.
Volatility
SWANX vs. SPY - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) has a higher volatility of 4.48% compared to SPDR S&P 500 ETF (SPY) at 4.23%. This indicates that SWANX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.