SWCGX vs. SCHX
Compare and contrast key facts about Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Schwab U.S. Large-Cap ETF (SCHX).
SWCGX is managed by Charles Schwab. It was launched on Nov 19, 1995. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWCGX or SCHX.
Correlation
The correlation between SWCGX and SCHX is 0.88, 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.
Performance
SWCGX vs. SCHX - Performance Comparison
Key characteristics
SWCGX:
0.23
SCHX:
1.92
SWCGX:
0.32
SCHX:
2.57
SWCGX:
1.07
SCHX:
1.35
SWCGX:
0.15
SCHX:
2.89
SWCGX:
0.64
SCHX:
11.83
SWCGX:
3.30%
SCHX:
2.09%
SWCGX:
9.04%
SCHX:
12.87%
SWCGX:
-31.37%
SCHX:
-34.33%
SWCGX:
-11.37%
SCHX:
-0.41%
Returns By Period
In the year-to-date period, SWCGX achieves a 2.54% return, which is significantly lower than SCHX's 4.31% return. Over the past 10 years, SWCGX has underperformed SCHX with an annualized return of 1.40%, while SCHX has yielded a comparatively higher 15.70% annualized return.
SWCGX
2.54%
1.19%
-4.50%
2.38%
0.35%
1.40%
SCHX
4.31%
1.00%
11.05%
25.42%
16.39%
15.70%
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SWCGX vs. SCHX - Expense Ratio Comparison
SWCGX has a 0.42% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
SWCGX vs. SCHX — Risk-Adjusted Performance Rank
SWCGX
SCHX
SWCGX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
Dividends
SWCGX vs. SCHX - Dividend Comparison
SWCGX's dividend yield for the trailing twelve months is around 2.89%, more than SCHX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCGX Schwab MarketTrack Conservative Portfolio™ | 2.89% | 2.96% | 2.50% | 1.91% | 1.59% | 1.63% | 2.15% | 2.33% | 1.81% | 1.67% | 1.86% | 1.58% |
SCHX Schwab U.S. Large-Cap ETF | 2.28% | 2.38% | 2.87% | 2.31% | 3.04% | 4.92% | 2.57% | 2.45% | 3.40% | 2.83% | 4.18% | 4.45% |
Drawdowns
SWCGX vs. SCHX - Drawdown Comparison
The maximum SWCGX drawdown since its inception was -31.37%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for SWCGX and SCHX. For additional features, visit the drawdowns tool.
Volatility
SWCGX vs. SCHX - Volatility Comparison
The current volatility for Schwab MarketTrack Conservative Portfolio™ (SWCGX) is 1.34%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 2.90%. This indicates that SWCGX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.