SWBGX vs. SWISX
Compare and contrast key facts about Schwab MarketTrack Balanced Portfolio™ (SWBGX) and Schwab International Index Fund (SWISX).
SWBGX is managed by Charles Schwab. It was launched on Nov 19, 1995. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWBGX or SWISX.
Correlation
The correlation between SWBGX and SWISX is 0.69, 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.
Performance
SWBGX vs. SWISX - Performance Comparison
Loading data...
Key characteristics
SWBGX:
-0.06
SWISX:
0.64
SWBGX:
0.04
SWISX:
1.03
SWBGX:
1.01
SWISX:
1.14
SWBGX:
-0.03
SWISX:
0.83
SWBGX:
-0.07
SWISX:
2.41
SWBGX:
6.06%
SWISX:
4.74%
SWBGX:
13.02%
SWISX:
16.96%
SWBGX:
-42.52%
SWISX:
-60.65%
SWBGX:
-9.28%
SWISX:
-0.16%
Returns By Period
In the year-to-date period, SWBGX achieves a 1.29% return, which is significantly lower than SWISX's 13.71% return. Over the past 10 years, SWBGX has underperformed SWISX with an annualized return of 1.52%, while SWISX has yielded a comparatively higher 5.64% annualized return.
SWBGX
1.29%
3.64%
-8.25%
-0.78%
3.83%
1.52%
SWISX
13.71%
10.25%
10.12%
10.76%
11.86%
5.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWBGX vs. SWISX - Expense Ratio Comparison
SWBGX has a 0.40% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
SWBGX vs. SWISX — Risk-Adjusted Performance Rank
SWBGX
SWISX
SWBGX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Balanced Portfolio™ (SWBGX) 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.
Loading data...
Dividends
SWBGX vs. SWISX - Dividend Comparison
SWBGX's dividend yield for the trailing twelve months is around 2.62%, less than SWISX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBGX Schwab MarketTrack Balanced Portfolio™ | 2.62% | 2.65% | 2.25% | 1.82% | 1.60% | 1.64% | 2.09% | 2.37% | 1.79% | 1.72% | 2.04% | 1.60% |
SWISX Schwab International Index Fund | 2.90% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
SWBGX vs. SWISX - Drawdown Comparison
The maximum SWBGX drawdown since its inception was -42.52%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SWBGX and SWISX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SWBGX vs. SWISX - Volatility Comparison
Loading data...