SWASX vs. BND
Compare and contrast key facts about Schwab Global Real Estate Fund™ (SWASX) and Vanguard Total Bond Market ETF (BND).
SWASX is managed by Charles Schwab. It was launched on May 30, 2007. BND is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
SWASX vs. BND - Performance Comparison
Loading graphics...
SWASX vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWASX Schwab Global Real Estate Fund™ | -0.59% | 11.33% | 1.42% | 8.49% | -25.10% | 25.32% | -12.10% | 27.81% | -7.66% | 14.38% |
BND Vanguard Total Bond Market ETF | 0.05% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 3.57% |
Returns By Period
In the year-to-date period, SWASX achieves a -0.59% return, which is significantly lower than BND's 0.05% return. Over the past 10 years, SWASX has outperformed BND with an annualized return of 3.10%, while BND has yielded a comparatively lower 1.67% annualized return.
SWASX
- 1D
- 0.15%
- 1M
- -10.76%
- YTD
- -0.59%
- 6M
- -0.14%
- 1Y
- 9.61%
- 3Y*
- 6.09%
- 5Y*
- 1.58%
- 10Y*
- 3.10%
BND
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- 0.05%
- 6M
- 0.95%
- 1Y
- 4.24%
- 3Y*
- 3.59%
- 5Y*
- 0.24%
- 10Y*
- 1.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWASX vs. BND - Expense Ratio Comparison
SWASX has a 1.05% expense ratio, which is higher than BND's 0.03% expense ratio.
Return for Risk
SWASX vs. BND — Risk / Return Rank
SWASX
BND
SWASX vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Global Real Estate Fund™ (SWASX) and Vanguard Total Bond Market ETF (BND). 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.
| SWASX | BND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.99 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.41 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.81 | -0.91 |
Martin ratioReturn relative to average drawdown | 3.80 | 4.98 | -1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWASX | BND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.99 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.04 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.30 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.59 | -0.49 |
Correlation
The correlation between SWASX and BND is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SWASX vs. BND - Dividend Comparison
SWASX's dividend yield for the trailing twelve months is around 2.23%, less than BND's 3.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWASX Schwab Global Real Estate Fund™ | 2.23% | 3.11% | 3.32% | 3.29% | 3.00% | 3.71% | 2.94% | 7.38% | 4.24% | 3.32% | 4.67% | 3.00% |
BND Vanguard Total Bond Market ETF | 3.91% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
Drawdowns
SWASX vs. BND - Drawdown Comparison
The maximum SWASX drawdown since its inception was -69.47%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for SWASX and BND.
Loading graphics...
Drawdown Indicators
| SWASX | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.47% | -18.58% | -50.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -2.44% | -8.45% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -17.91% | -14.40% |
Max Drawdown (10Y)Largest decline over 10 years | -44.19% | -18.58% | -25.61% |
Current DrawdownCurrent decline from peak | -10.76% | -2.58% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -15.62% | -3.07% | -12.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.89% | +1.69% |
Volatility
SWASX vs. BND - Volatility Comparison
Schwab Global Real Estate Fund™ (SWASX) has a higher volatility of 4.05% compared to Vanguard Total Bond Market ETF (BND) at 1.63%. This indicates that SWASX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWASX | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 1.63% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 2.52% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 4.30% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 6.00% | +9.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 5.52% | +11.52% |