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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWANX or SWSCX.
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.
Performance
SWANX vs. SWSCX - Performance Comparison
Key characteristics
SWANX:
1.06
SWSCX:
0.11
SWANX:
1.36
SWSCX:
0.29
SWANX:
1.22
SWSCX:
1.04
SWANX:
0.53
SWSCX:
0.11
SWANX:
4.76
SWSCX:
0.39
SWANX:
3.41%
SWSCX:
6.73%
SWANX:
15.35%
SWSCX:
23.91%
SWANX:
-53.94%
SWSCX:
-65.66%
SWANX:
-18.04%
SWSCX:
-21.07%
Returns By Period
In the year-to-date period, SWANX achieves a 3.17% return, which is significantly lower than SWSCX's 3.65% return. Over the past 10 years, SWANX has outperformed SWSCX with an annualized return of 2.04%, while SWSCX has yielded a comparatively lower -0.03% annualized return.
SWANX
3.17%
1.61%
5.31%
15.26%
1.90%
2.04%
SWSCX
3.65%
3.18%
-10.08%
0.73%
3.50%
-0.03%
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SWANX vs. SWSCX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is lower than SWSCX's 1.08% expense ratio.
Risk-Adjusted Performance
SWANX vs. SWSCX — Risk-Adjusted Performance Rank
SWANX
SWSCX
SWANX vs. SWSCX - Risk-Adjusted Performance 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.
Dividends
SWANX vs. SWSCX - Dividend Comparison
SWANX's dividend yield for the trailing twelve months is around 0.48%, more than SWSCX's 0.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | 0.48% | 0.50% | 1.03% | 1.59% | 1.10% | 0.82% | 0.89% | 1.51% | 1.51% | 1.66% | 1.88% | 1.48% |
SWSCX Schwab Small-Cap Equity Fund™ | 0.26% | 0.27% | 0.36% | 0.14% | 0.14% | 0.19% | 0.11% | 0.07% | 0.00% | 0.41% | 0.25% | 0.09% |
Drawdowns
SWANX vs. SWSCX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, smaller than the maximum SWSCX drawdown of -65.66%. Use the drawdown chart below to compare losses from any high point for SWANX and SWSCX. For additional features, visit the drawdowns tool.
Volatility
SWANX vs. SWSCX - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) and Schwab Small-Cap Equity Fund™ (SWSCX) have volatilities of 4.43% and 4.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.