SWDSX vs. SWVXX
Compare and contrast key facts about Schwab Dividend Equity Fund™ (SWDSX) and Schwab Value Advantage Money Fund (SWVXX).
SWDSX is managed by Charles Schwab. It was launched on Sep 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWDSX or SWVXX.
Key characteristics
| SWDSX | SWVXX | |
|---|---|---|
| YTD Return | 20.36% | 3.90% |
| 1Y Return | 30.74% | 5.06% |
| 3Y Return (Ann) | 7.78% | 3.48% |
| 5Y Return (Ann) | 9.01% | 2.25% |
| 10Y Return (Ann) | 7.40% | 1.52% |
| Sharpe Ratio | 3.29 | 3.30 |
| Ulcer Index | 1.50% | 0.00% |
| Daily Std Dev | 9.32% | 1.45% |
| Max Drawdown | -50.01% | 0.00% |
| Current Drawdown | -0.71% | 0.00% |
Correlation
The correlation between SWDSX and SWVXX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWDSX vs. SWVXX - Performance Comparison
In the year-to-date period, SWDSX achieves a 20.36% return, which is significantly higher than SWVXX's 3.90% return. Over the past 10 years, SWDSX has outperformed SWVXX with an annualized return of 7.40%, while SWVXX has yielded a comparatively lower 1.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SWDSX vs. SWVXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Dividend Equity Fund™ (SWDSX) and Schwab Value Advantage Money Fund (SWVXX). 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.
Drawdowns
SWDSX vs. SWVXX - Drawdown Comparison
The maximum SWDSX drawdown since its inception was -50.01%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SWDSX and SWVXX. For additional features, visit the drawdowns tool.
Volatility
SWDSX vs. SWVXX - Volatility Comparison
Schwab Dividend Equity Fund™ (SWDSX) has a higher volatility of 3.09% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.42%. This indicates that SWDSX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.