SWANX vs. VITAX
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Performance
SWANX vs. VITAX - Performance Comparison
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SWANX vs. VITAX - 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Returns By Period
In the year-to-date period, SWANX achieves a -6.68% return, which is significantly higher than VITAX's -7.30% return. Over the past 10 years, SWANX has underperformed VITAX with an annualized return of 11.02%, while VITAX has yielded a comparatively higher 21.35% 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%
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
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SWANX vs. VITAX - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Return for Risk
SWANX vs. VITAX — Risk / Return Rank
SWANX
VITAX
SWANX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 | VITAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.06 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.64 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.77 | -1.52 |
Martin ratioReturn relative to average drawdown | 0.78 | 5.48 | -4.71 |
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 | VITAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.06 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.58 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.87 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.59 | -0.14 |
Correlation
The correlation between SWANX and VITAX is 0.87, 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. VITAX - Dividend Comparison
SWANX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.44%.
| 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
SWANX vs. VITAX - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for SWANX and VITAX.
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Drawdown Indicators
| SWANX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -54.81% | +3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -16.38% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -35.10% | +11.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -35.10% | +0.44% |
Current DrawdownCurrent decline from peak | -13.15% | -12.77% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -8.06% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 5.30% | -0.29% |
Volatility
SWANX vs. VITAX - Volatility Comparison
The current volatility for Schwab Core Equity Fund™ (SWANX) is 5.17%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.04%. This indicates that SWANX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWANX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 8.04% | -2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 16.41% | -4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 27.65% | -8.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 25.29% | -8.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 24.72% | -6.61% |