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.
Performance
SWANX vs. VOO - Performance Comparison
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SWANX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWANX Schwab Core Equity Fund™ | -9.30% | 6.61% | 25.42% | 22.83% | -18.00% | 27.27% | 11.95% | 29.50% | -9.53% | 24.26% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SWANX achieves a -9.30% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, SWANX has underperformed VOO with an annualized return of 10.70%, while VOO has yielded a comparatively higher 14.05% annualized return.
SWANX
- 1D
- -0.09%
- 1M
- -7.74%
- YTD
- -9.30%
- 6M
- -12.09%
- 1Y
- 2.59%
- 3Y*
- 11.86%
- 5Y*
- 7.97%
- 10Y*
- 10.70%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
SWANX vs. VOO — Risk / Return Rank
SWANX
VOO
SWANX vs. VOO - Risk-Adjusted Trends 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.
| SWANX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.98 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.50 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.23 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.53 | -1.50 |
Martin ratioReturn relative to average drawdown | 0.10 | 7.29 | -7.19 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.98 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.70 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.78 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.83 | -0.38 |
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.
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 1.19%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SWANX vs. VOO - Drawdown Comparison
The maximum SWANX drawdown since its inception was -51.33%, 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.
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Drawdown Indicators
| SWANX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -33.99% | -17.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -11.98% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -23.72% | -24.52% | +0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | -33.99% | -0.67% |
Current DrawdownCurrent decline from peak | -15.58% | -6.29% | -9.29% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -3.72% | -7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 2.52% | +2.48% |
Volatility
SWANX vs. VOO - Volatility Comparison
The current volatility for Schwab Core Equity Fund™ (SWANX) is 4.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that SWANX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWANX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.29% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 9.44% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 18.10% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 16.82% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 17.99% | +0.10% |