SWANX vs. VOO
Compare and contrast key facts about Schwab Core Equity Fund™ (SWANX) and Vanguard S&P 500 ETF (VOO).
SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWANX or VOO.
Correlation
The correlation between SWANX and VOO is 0.98, 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. VOO - Performance Comparison
Key characteristics
SWANX:
1.22
VOO:
2.25
SWANX:
1.52
VOO:
2.98
SWANX:
1.25
VOO:
1.42
SWANX:
1.72
VOO:
3.31
SWANX:
8.69
VOO:
14.77
SWANX:
2.13%
VOO:
1.90%
SWANX:
15.17%
VOO:
12.46%
SWANX:
-53.94%
VOO:
-33.99%
SWANX:
-9.90%
VOO:
-2.47%
Returns By Period
In the year-to-date period, SWANX achieves a 16.92% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, SWANX has underperformed VOO with an annualized return of 9.84%, while VOO has yielded a comparatively higher 13.08% annualized return.
SWANX
16.92%
-6.79%
0.38%
17.16%
10.54%
9.84%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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SWANX vs. VOO - Expense Ratio Comparison
SWANX has a 0.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SWANX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Equity Fund™ (SWANX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SWANX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SWANX vs. VOO - Drawdown Comparison
The maximum SWANX drawdown since its inception was -53.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWANX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWANX vs. VOO - Volatility Comparison
Schwab Core Equity Fund™ (SWANX) has a higher volatility of 9.11% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that SWANX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.