SWCGX vs. VWINX
Compare and contrast key facts about Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
SWCGX is managed by Charles Schwab. It was launched on Nov 19, 1995. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWCGX or VWINX.
Correlation
The correlation between SWCGX and VWINX is 0.82, 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. VWINX - Performance Comparison
Key characteristics
SWCGX:
0.26
VWINX:
1.58
SWCGX:
0.35
VWINX:
2.19
SWCGX:
1.07
VWINX:
1.29
SWCGX:
0.17
VWINX:
2.32
SWCGX:
0.79
VWINX:
6.91
SWCGX:
3.03%
VWINX:
1.30%
SWCGX:
9.18%
VWINX:
5.71%
SWCGX:
-31.37%
VWINX:
-21.72%
SWCGX:
-11.19%
VWINX:
-1.06%
Returns By Period
In the year-to-date period, SWCGX achieves a 2.28% return, which is significantly higher than VWINX's 1.98% return. Over the past 10 years, SWCGX has underperformed VWINX with an annualized return of 1.53%, while VWINX has yielded a comparatively higher 5.58% annualized return.
SWCGX
2.28%
2.34%
-2.78%
2.38%
0.52%
1.53%
VWINX
1.98%
2.10%
3.59%
9.31%
4.39%
5.58%
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SWCGX vs. VWINX - Expense Ratio Comparison
SWCGX has a 0.42% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
SWCGX vs. VWINX — Risk-Adjusted Performance Rank
SWCGX
VWINX
SWCGX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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. VWINX - Dividend Comparison
SWCGX's dividend yield for the trailing twelve months is around 3.36%, less than VWINX's 6.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCGX Schwab MarketTrack Conservative Portfolio™ | 3.36% | 3.44% | 2.50% | 1.91% | 1.59% | 1.81% | 2.15% | 2.33% | 1.81% | 1.67% | 1.86% | 1.58% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.49% | 6.61% | 7.03% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
SWCGX vs. VWINX - Drawdown Comparison
The maximum SWCGX drawdown since its inception was -31.37%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for SWCGX and VWINX. For additional features, visit the drawdowns tool.
Volatility
SWCGX vs. VWINX - Volatility Comparison
Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Vanguard Wellesley Income Fund Investor Shares (VWINX) have volatilities of 1.82% and 1.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.