SWDSX vs. SNXFX
Compare and contrast key facts about Schwab Dividend Equity Fund™ (SWDSX) and Schwab 1000 Index Fund (SNXFX).
SWDSX is managed by Charles Schwab. It was launched on Sep 2, 2003. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
SWDSX vs. SNXFX - Performance Comparison
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SWDSX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 0.45% | 12.31% | 17.06% | 6.92% | -5.84% | 28.24% | -4.33% | 24.32% | -12.18% | 15.40% |
SNXFX Schwab 1000 Index Fund | -6.94% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, SWDSX achieves a 0.45% return, which is significantly higher than SNXFX's -6.94% return. Over the past 10 years, SWDSX has underperformed SNXFX with an annualized return of 8.74%, while SNXFX has yielded a comparatively higher 13.39% annualized return.
SWDSX
- 1D
- 0.00%
- 1M
- -5.46%
- YTD
- 0.45%
- 6M
- 0.22%
- 1Y
- 9.25%
- 3Y*
- 12.77%
- 5Y*
- 8.89%
- 10Y*
- 8.74%
SNXFX
- 1D
- -0.44%
- 1M
- -7.77%
- YTD
- -6.94%
- 6M
- -4.75%
- 1Y
- 14.35%
- 3Y*
- 16.93%
- 5Y*
- 10.55%
- 10Y*
- 13.39%
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SWDSX vs. SNXFX - Expense Ratio Comparison
SWDSX has a 0.89% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
SWDSX vs. SNXFX — Risk / Return Rank
SWDSX
SNXFX
SWDSX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Dividend Equity Fund™ (SWDSX) and Schwab 1000 Index Fund (SNXFX). 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.
| SWDSX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.82 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.27 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.02 | -0.06 |
Martin ratioReturn relative to average drawdown | 4.38 | 4.97 | -0.59 |
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
| SWDSX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.82 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.61 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.72 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.08 |
Correlation
The correlation between SWDSX and SNXFX is 0.92, 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
SWDSX vs. SNXFX - Dividend Comparison
SWDSX's dividend yield for the trailing twelve months is around 0.79%, less than SNXFX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 0.79% | 1.22% | 2.59% | 2.25% | 6.83% | 16.25% | 2.09% | 6.86% | 11.63% | 10.24% | 1.68% | 14.46% |
SNXFX Schwab 1000 Index Fund | 1.56% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
SWDSX vs. SNXFX - Drawdown Comparison
The maximum SWDSX drawdown since its inception was -50.01%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for SWDSX and SNXFX.
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Drawdown Indicators
| SWDSX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.01% | -55.08% | +5.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.80% | -12.33% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -25.36% | +7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -34.58% | -5.62% |
Current DrawdownCurrent decline from peak | -6.00% | -8.94% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -8.80% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.54% | -0.37% |
Volatility
SWDSX vs. SNXFX - Volatility Comparison
The current volatility for Schwab Dividend Equity Fund™ (SWDSX) is 2.68%, while Schwab 1000 Index Fund (SNXFX) has a volatility of 4.35%. This indicates that SWDSX experiences smaller price fluctuations and is considered to be less risky than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWDSX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 4.35% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.25% | 9.32% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 18.40% | -4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 17.28% | -4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 18.69% | -1.77% |