SWANX vs. SWPPX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab S&P 500 Index Fund (SWPPX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWANX or SWPPX.
Correlation
The correlation between SWANX and SWPPX 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. SWPPX - Performance Comparison
Key characteristics
SWANX:
1.21
SWPPX:
2.07
SWANX:
1.52
SWPPX:
2.77
SWANX:
1.25
SWPPX:
1.39
SWANX:
1.71
SWPPX:
3.08
SWANX:
8.33
SWPPX:
13.27
SWANX:
2.21%
SWPPX:
1.96%
SWANX:
15.20%
SWPPX:
12.59%
SWANX:
-53.94%
SWPPX:
-55.06%
SWANX:
-9.13%
SWPPX:
-3.02%
Returns By Period
In the year-to-date period, SWANX achieves a 17.92% return, which is significantly lower than SWPPX's 25.40% return. Over the past 10 years, SWANX has underperformed SWPPX with an annualized return of 9.90%, while SWPPX has yielded a comparatively higher 12.96% annualized return.
SWANX
17.92%
-5.99%
1.89%
18.15%
10.74%
9.90%
SWPPX
25.40%
-0.99%
9.05%
25.83%
14.67%
12.96%
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. SWPPX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SWANX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
Neither SWANX nor SWPPX has paid dividends to shareholders.
| 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% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
SWANX vs. SWPPX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWANX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SWANX vs. SWPPX - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) has a higher volatility of 9.17% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.00%. This indicates that SWANX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.