SWASX vs. SWISX
Compare and contrast key facts about Schwab Global Real Estate Fund™ (SWASX) and Schwab International Index Fund (SWISX).
SWASX is managed by Charles Schwab. It was launched on May 30, 2007. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Performance
SWASX vs. SWISX - Performance Comparison
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SWASX vs. SWISX - 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% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
Returns By Period
In the year-to-date period, SWASX achieves a -0.59% return, which is significantly higher than SWISX's -1.95% return. Over the past 10 years, SWASX has underperformed SWISX with an annualized return of 3.10%, while SWISX has yielded a comparatively higher 8.51% 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%
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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SWASX vs. SWISX - Expense Ratio Comparison
SWASX has a 1.05% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
SWASX vs. SWISX — Risk / Return Rank
SWASX
SWISX
SWASX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Global Real Estate Fund™ (SWASX) and Schwab International Index Fund (SWISX). 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 | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.08 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.52 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.51 | -0.62 |
Martin ratioReturn relative to average drawdown | 3.80 | 5.81 | -2.01 |
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 | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.08 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.49 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.51 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.29 | -0.19 |
Correlation
The correlation between SWASX and SWISX is 0.76, 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. SWISX - Dividend Comparison
SWASX's dividend yield for the trailing twelve months is around 2.23%, less than SWISX's 3.62% 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% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
SWASX vs. SWISX - Drawdown Comparison
The maximum SWASX drawdown since its inception was -69.47%, which is greater than SWISX's maximum drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SWASX and SWISX.
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Drawdown Indicators
| SWASX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.47% | -60.65% | -8.82% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -11.39% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -29.42% | -2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -44.19% | -33.83% | -10.36% |
Current DrawdownCurrent decline from peak | -10.76% | -10.91% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -15.62% | -14.88% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.97% | -0.39% |
Volatility
SWASX vs. SWISX - Volatility Comparison
The current volatility for Schwab Global Real Estate Fund™ (SWASX) is 4.05%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that SWASX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWASX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 7.16% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 10.88% | -3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 17.01% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 16.06% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 16.79% | +0.25% |