SWANX vs. SWAGX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SWAGX is managed by Charles Schwab.
Performance
SWANX vs. SWAGX - Performance Comparison
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SWANX vs. SWAGX - 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% | 16.40% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | -0.44% | 7.11% | 1.38% | 5.46% | -13.62% | -2.29% | 7.39% | 8.64% | -0.11% | 2.62% |
Returns By Period
In the year-to-date period, SWANX achieves a -9.30% return, which is significantly lower than SWAGX's -0.44% 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%
SWAGX
- 1D
- 0.56%
- 1M
- -2.30%
- YTD
- -0.44%
- 6M
- 0.48%
- 1Y
- 3.81%
- 3Y*
- 3.39%
- 5Y*
- 0.01%
- 10Y*
- —
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SWANX vs. SWAGX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than SWAGX's 0.04% expense ratio.
Return for Risk
SWANX vs. SWAGX — Risk / Return Rank
SWANX
SWAGX
SWANX vs. SWAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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 | SWAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.98 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.42 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.17 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.75 | -1.71 |
Martin ratioReturn relative to average drawdown | 0.10 | 4.95 | -4.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWANX | SWAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.98 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.00 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.30 | +0.15 |
Correlation
The correlation between SWANX and SWAGX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SWANX vs. SWAGX - Dividend Comparison
SWANX has not paid dividends to shareholders, while SWAGX's dividend yield for the trailing twelve months is around 3.76%.
| 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% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.76% | 4.02% | 3.88% | 3.22% | 1.93% | 1.56% | 2.47% | 2.87% | 2.80% | 1.98% | 0.00% | 0.00% |
Drawdowns
SWANX vs. SWAGX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, which is greater than SWAGX's maximum drawdown of -19.68%. Use the drawdown chart below to compare losses from any high point for SWANX and SWAGX.
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Drawdown Indicators
| SWANX | SWAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -19.68% | -31.65% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -2.84% | -12.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -18.76% | -4.96% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | — | — |
Current DrawdownCurrent decline from peak | -15.58% | -4.18% | -11.40% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -5.72% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 1.00% | +4.00% |
Volatility
SWANX vs. SWAGX - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) has a higher volatility of 4.05% compared to Schwab U.S. Aggregate Bond Index Fund (SWAGX) at 1.66%. This indicates that SWANX's price experiences larger fluctuations and is considered to be riskier than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWANX | SWAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 1.66% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 2.70% | +8.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 4.48% | +14.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 6.06% | +10.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 5.13% | +12.96% |