SWASX vs. SWRSX
Compare and contrast key facts about Schwab Global Real Estate Fund™ (SWASX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX).
SWASX is managed by Charles Schwab. It was launched on May 30, 2007. SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006.
Performance
SWASX vs. SWRSX - Performance Comparison
Loading graphics...
SWASX vs. SWRSX - 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% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 0.39% | 6.84% | 1.95% | 3.80% | -12.01% | 5.83% | 10.88% | 8.38% | -1.32% | 2.69% |
Returns By Period
In the year-to-date period, SWASX achieves a -0.59% return, which is significantly lower than SWRSX's 0.39% return. Over the past 10 years, SWASX has outperformed SWRSX with an annualized return of 3.10%, while SWRSX has yielded a comparatively lower 2.57% 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%
SWRSX
- 1D
- 0.58%
- 1M
- -1.33%
- YTD
- 0.39%
- 6M
- 0.33%
- 1Y
- 2.91%
- 3Y*
- 3.14%
- 5Y*
- 1.42%
- 10Y*
- 2.57%
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. SWRSX - Expense Ratio Comparison
SWASX has a 1.05% expense ratio, which is higher than SWRSX's 0.05% expense ratio.
Return for Risk
SWASX vs. SWRSX — Risk / Return Rank
SWASX
SWRSX
SWASX vs. SWRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Global Real Estate Fund™ (SWASX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX). 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 | SWRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.84 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.17 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.44 | -0.54 |
Martin ratioReturn relative to average drawdown | 3.80 | 4.27 | -0.47 |
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 | SWRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.84 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.24 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.48 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.57 | -0.47 |
Correlation
The correlation between SWASX and SWRSX is 0.01, 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. SWRSX - Dividend Comparison
SWASX's dividend yield for the trailing twelve months is around 2.23%, less than SWRSX's 3.36% 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% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.36% | 4.20% | 3.68% | 3.11% | 7.95% | 4.45% | 1.33% | 2.20% | 2.87% | 1.75% | 1.81% | 1.06% |
Drawdowns
SWASX vs. SWRSX - Drawdown Comparison
The maximum SWASX drawdown since its inception was -69.47%, which is greater than SWRSX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for SWASX and SWRSX.
Loading graphics...
Drawdown Indicators
| SWASX | SWRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.47% | -14.29% | -55.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -2.68% | -8.21% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -14.29% | -18.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.19% | -14.29% | -29.90% |
Current DrawdownCurrent decline from peak | -10.76% | -1.33% | -9.43% |
Average DrawdownAverage peak-to-trough decline | -15.62% | -3.75% | -11.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.90% | +1.68% |
Volatility
SWASX vs. SWRSX - Volatility Comparison
Schwab Global Real Estate Fund™ (SWASX) has a higher volatility of 4.05% compared to Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) at 1.30%. This indicates that SWASX's price experiences larger fluctuations and is considered to be riskier than SWRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWASX | SWRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 1.30% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 2.17% | +5.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 4.00% | +9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 6.05% | +9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 5.39% | +11.65% |