SWASX vs. SWHFX
Compare and contrast key facts about Schwab Global Real Estate Fund™ (SWASX) and Schwab Health Care Fund™ (SWHFX).
SWASX is managed by Charles Schwab. It was launched on May 30, 2007. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
SWASX vs. SWHFX - Performance Comparison
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SWASX vs. SWHFX - 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% |
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, SWASX achieves a -0.59% return, which is significantly higher than SWHFX's -4.90% return. Over the past 10 years, SWASX has underperformed SWHFX with an annualized return of 3.10%, while SWHFX has yielded a comparatively higher 7.56% 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%
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
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SWASX vs. SWHFX - Expense Ratio Comparison
SWASX has a 1.05% expense ratio, which is higher than SWHFX's 0.80% expense ratio.
Return for Risk
SWASX vs. SWHFX — Risk / Return Rank
SWASX
SWHFX
SWASX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Global Real Estate Fund™ (SWASX) and Schwab Health Care Fund™ (SWHFX). 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 | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | -0.10 | +0.84 |
Sortino ratioReturn per unit of downside risk | 1.07 | -0.01 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.00 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | -0.14 | +1.04 |
Martin ratioReturn relative to average drawdown | 3.80 | -0.30 | +4.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWASX | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | -0.10 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.28 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.48 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.49 | -0.40 |
Correlation
The correlation between SWASX and SWHFX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SWASX vs. SWHFX - Dividend Comparison
SWASX's dividend yield for the trailing twelve months is around 2.23%, while SWHFX has not paid dividends to shareholders.
| 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% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
SWASX vs. SWHFX - Drawdown Comparison
The maximum SWASX drawdown since its inception was -69.47%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for SWASX and SWHFX.
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Drawdown Indicators
| SWASX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.47% | -43.10% | -26.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -12.25% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -19.35% | -12.96% |
Max Drawdown (10Y)Largest decline over 10 years | -44.19% | -27.28% | -16.91% |
Current DrawdownCurrent decline from peak | -10.76% | -11.81% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -15.62% | -8.15% | -7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 5.62% | -3.04% |
Volatility
SWASX vs. SWHFX - Volatility Comparison
The current volatility for Schwab Global Real Estate Fund™ (SWASX) is 4.05%, while Schwab Health Care Fund™ (SWHFX) has a volatility of 4.40%. This indicates that SWASX experiences smaller price fluctuations and is considered to be less risky than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWASX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.40% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 12.09% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 18.18% | -4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 14.46% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 15.92% | +1.12% |