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 0.97, 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. VOO - Performance Comparison
Key characteristics
SWANX:
0.98
VOO:
1.93
SWANX:
1.27
VOO:
2.58
SWANX:
1.20
VOO:
1.35
SWANX:
0.49
VOO:
2.94
SWANX:
4.31
VOO:
12.34
SWANX:
3.48%
VOO:
2.01%
SWANX:
15.35%
VOO:
12.90%
SWANX:
-53.94%
VOO:
-33.99%
SWANX:
-18.21%
VOO:
-0.78%
Returns By Period
In the year-to-date period, SWANX achieves a 2.96% return, which is significantly lower than VOO's 3.25% return. Over the past 10 years, SWANX has underperformed VOO with an annualized return of 1.88%, while VOO has yielded a comparatively higher 13.68% annualized return.
SWANX
2.96%
2.96%
4.50%
17.71%
2.23%
1.88%
VOO
3.25%
3.25%
12.18%
26.99%
15.30%
13.68%
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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 Rank
SWANX
VOO
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's dividend yield for the trailing twelve months is around 0.48%, less than VOO's 1.21% 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% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.36% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. 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.