SWDSX vs. SWISX
Compare and contrast key facts about Schwab Dividend Equity Fund™ (SWDSX) and Schwab International Index Fund (SWISX).
SWDSX is managed by Charles Schwab. It was launched on Sep 2, 2003. 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.
Performance
SWDSX vs. SWISX - Performance Comparison
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SWDSX vs. SWISX - 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% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
Returns By Period
In the year-to-date period, SWDSX achieves a 0.45% return, which is significantly higher than SWISX's -1.95% return. Both investments have delivered pretty close results over the past 10 years, with SWDSX having a 8.74% annualized return and SWISX not far behind at 8.51%.
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%
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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SWDSX vs. SWISX - Expense Ratio Comparison
SWDSX has a 0.89% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
SWDSX vs. SWISX — Risk / Return Rank
SWDSX
SWISX
SWDSX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Dividend Equity Fund™ (SWDSX) 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.
| SWDSX | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.08 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.52 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.51 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.38 | 5.81 | -1.43 |
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 | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.08 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.49 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.29 | +0.19 |
Correlation
The correlation between SWDSX and SWISX is 0.76, 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. SWISX - Dividend Comparison
SWDSX's dividend yield for the trailing twelve months is around 0.79%, less than SWISX's 3.62% 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% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
SWDSX vs. SWISX - Drawdown Comparison
The maximum SWDSX drawdown since its inception was -50.01%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SWDSX and SWISX.
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Drawdown Indicators
| SWDSX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.01% | -60.65% | +10.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.80% | -11.39% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -29.42% | +11.48% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -33.83% | -6.37% |
Current DrawdownCurrent decline from peak | -6.00% | -10.91% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -14.88% | +8.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.97% | -0.80% |
Volatility
SWDSX vs. SWISX - Volatility Comparison
The current volatility for Schwab Dividend Equity Fund™ (SWDSX) is 2.68%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that SWDSX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWDSX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 7.16% | -4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.25% | 10.88% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 17.01% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 16.06% | -2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 16.79% | +0.13% |