SWANX vs. SWLSX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWANX vs. SWLSX - Performance Comparison
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SWANX vs. SWLSX - 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% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWANX achieves a -9.30% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWANX has underperformed SWLSX with an annualized return of 10.70%, while SWLSX has yielded a comparatively higher 14.02% 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%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWANX vs. SWLSX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWANX vs. SWLSX — Risk / Return Rank
SWANX
SWLSX
SWANX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.69 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.14 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.78 | -0.74 |
Martin ratioReturn relative to average drawdown | 0.10 | 2.74 | -2.65 |
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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.69 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.55 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.68 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.51 | -0.06 |
Correlation
The correlation between SWANX and SWLSX is 0.96, 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. SWLSX - Dividend Comparison
SWANX has not paid dividends to shareholders, while SWLSX's dividend yield for the trailing twelve months is around 1.34%.
| 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% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWANX vs. SWLSX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, roughly equal to the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWANX and SWLSX.
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Drawdown Indicators
| SWANX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -49.89% | -1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -16.17% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -31.32% | +7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -31.32% | -3.34% |
Current DrawdownCurrent decline from peak | -15.58% | -16.17% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -7.98% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 4.57% | +0.43% |
Volatility
SWANX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Core Equity Fund™ (SWANX) is 4.05%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWANX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWANX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.73% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 12.41% | -0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 22.60% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 20.97% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 20.76% | -2.67% |