SWASX vs. FIRIX
Compare and contrast key facts about Schwab Global Real Estate Fund™ (SWASX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX).
SWASX is managed by Charles Schwab. It was launched on May 30, 2007. FIRIX is managed by Fidelity. It was launched on Apr 4, 2007.
Performance
SWASX vs. FIRIX - Performance Comparison
Loading graphics...
SWASX vs. FIRIX - 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% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | -5.03% | 22.73% | -9.43% | 4.07% | -26.55% | 11.87% | 5.82% | 28.09% | -6.12% | 26.95% |
Returns By Period
In the year-to-date period, SWASX achieves a -0.59% return, which is significantly higher than FIRIX's -5.03% return. Over the past 10 years, SWASX has underperformed FIRIX with an annualized return of 3.10%, while FIRIX has yielded a comparatively higher 3.64% 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%
FIRIX
- 1D
- 0.20%
- 1M
- -13.64%
- YTD
- -5.03%
- 6M
- -2.99%
- 1Y
- 12.98%
- 3Y*
- 3.22%
- 5Y*
- -2.20%
- 10Y*
- 3.64%
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. FIRIX - Expense Ratio Comparison
SWASX has a 1.05% expense ratio, which is higher than FIRIX's 0.92% expense ratio.
Return for Risk
SWASX vs. FIRIX — Risk / Return Rank
SWASX
FIRIX
SWASX vs. FIRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Global Real Estate Fund™ (SWASX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX). 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 | FIRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.96 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.35 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.89 | 0.00 |
Martin ratioReturn relative to average drawdown | 3.80 | 3.90 | -0.10 |
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 | FIRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.96 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | -0.16 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.27 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.12 | -0.03 |
Correlation
The correlation between SWASX and FIRIX is 0.78, 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
SWASX vs. FIRIX - Dividend Comparison
SWASX's dividend yield for the trailing twelve months is around 2.23%, less than FIRIX's 3.15% 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% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | 3.15% | 2.99% | 5.16% | 1.90% | 4.41% | 5.49% | 1.84% | 5.15% | 2.10% | 3.41% | 4.27% | 3.09% |
Drawdowns
SWASX vs. FIRIX - Drawdown Comparison
The maximum SWASX drawdown since its inception was -69.47%, roughly equal to the maximum FIRIX drawdown of -71.41%. Use the drawdown chart below to compare losses from any high point for SWASX and FIRIX.
Loading graphics...
Drawdown Indicators
| SWASX | FIRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.47% | -71.41% | +1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -13.82% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -37.07% | +4.76% |
Max Drawdown (10Y)Largest decline over 10 years | -44.19% | -37.07% | -7.12% |
Current DrawdownCurrent decline from peak | -10.76% | -21.56% | +10.80% |
Average DrawdownAverage peak-to-trough decline | -15.62% | -20.00% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.17% | -0.59% |
Volatility
SWASX vs. FIRIX - Volatility Comparison
The current volatility for Schwab Global Real Estate Fund™ (SWASX) is 4.05%, while Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a volatility of 5.19%. This indicates that SWASX experiences smaller price fluctuations and is considered to be less risky than FIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWASX | FIRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.19% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 8.70% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 12.91% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 13.55% | +1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 13.67% | +3.37% |