SWANX vs. SWSCX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Schwab Small-Cap Equity Fund™ (SWSCX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003.
Performance
SWANX vs. SWSCX - Performance Comparison
Loading graphics...
SWANX vs. SWSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | -6.68% | 6.61% | 25.42% | 22.83% | -18.00% | 27.27% | 11.95% | 29.50% | -9.53% | 24.26% |
SWSCX Schwab Small-Cap Equity Fund™ | 1.36% | 5.66% | 9.89% | 19.90% | -14.12% | 29.29% | 7.63% | 17.89% | -12.47% | 10.04% |
Returns By Period
In the year-to-date period, SWANX achieves a -6.68% return, which is significantly lower than SWSCX's 1.36% return. Over the past 10 years, SWANX has outperformed SWSCX with an annualized return of 11.02%, while SWSCX has yielded a comparatively lower 9.01% annualized return.
SWANX
- 1D
- 2.88%
- 1M
- -5.19%
- YTD
- -6.68%
- 6M
- -10.05%
- 1Y
- 5.22%
- 3Y*
- 12.93%
- 5Y*
- 8.31%
- 10Y*
- 11.02%
SWSCX
- 1D
- 3.43%
- 1M
- -5.45%
- YTD
- 1.36%
- 6M
- -2.89%
- 1Y
- 17.90%
- 3Y*
- 11.12%
- 5Y*
- 5.80%
- 10Y*
- 9.01%
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. SWSCX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is lower than SWSCX's 1.08% expense ratio.
Return for Risk
SWANX vs. SWSCX — Risk / Return Rank
SWANX
SWSCX
SWANX vs. SWSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Schwab Small-Cap Equity Fund™ (SWSCX). 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 | SWSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.73 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.10 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.16 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.13 | -0.88 |
Martin ratioReturn relative to average drawdown | 0.78 | 3.14 | -2.36 |
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 | SWSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.73 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.26 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.38 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.40 | +0.06 |
Correlation
The correlation between SWANX and SWSCX is 0.85, 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. SWSCX - Dividend Comparison
Neither SWANX nor SWSCX has paid dividends to shareholders.
| 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% |
SWSCX Schwab Small-Cap Equity Fund™ | 0.00% | 0.00% | 14.10% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% |
Drawdowns
SWANX vs. SWSCX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, smaller than the maximum SWSCX drawdown of -63.30%. Use the drawdown chart below to compare losses from any high point for SWANX and SWSCX.
Loading graphics...
Drawdown Indicators
| SWANX | SWSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -63.30% | +11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -13.76% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -27.35% | +3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -49.32% | +14.66% |
Current DrawdownCurrent decline from peak | -13.15% | -9.76% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -10.66% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 4.96% | +0.05% |
Volatility
SWANX vs. SWSCX - Volatility Comparison
The current volatility for Schwab Core Equity Fund™ (SWANX) is 5.17%, while Schwab Small-Cap Equity Fund™ (SWSCX) has a volatility of 7.48%. This indicates that SWANX experiences smaller price fluctuations and is considered to be less risky than SWSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWANX | SWSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 7.48% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 17.12% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 24.79% | -5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 22.47% | -5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 23.56% | -5.45% |