SWEGX vs. SCHD
Compare and contrast key facts about Schwab MarketTrack All Equity Portfolio™ (SWEGX) and Schwab US Dividend Equity ETF (SCHD).
SWEGX is managed by Charles Schwab. It was launched on May 19, 1998. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWEGX or SCHD.
Correlation
The correlation between SWEGX and SCHD is 0.85, 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
SWEGX vs. SCHD - Performance Comparison
Key characteristics
SWEGX:
1.36
SCHD:
1.17
SWEGX:
1.83
SCHD:
1.72
SWEGX:
1.28
SCHD:
1.21
SWEGX:
2.17
SCHD:
1.65
SWEGX:
8.93
SCHD:
5.56
SWEGX:
1.87%
SCHD:
2.36%
SWEGX:
12.28%
SCHD:
11.24%
SWEGX:
-57.57%
SCHD:
-33.37%
SWEGX:
-2.57%
SCHD:
-5.73%
Returns By Period
In the year-to-date period, SWEGX achieves a 16.12% return, which is significantly higher than SCHD's 12.72% return. Over the past 10 years, SWEGX has underperformed SCHD with an annualized return of 9.05%, while SCHD has yielded a comparatively higher 10.97% annualized return.
SWEGX
16.12%
-0.31%
6.94%
16.73%
9.87%
9.05%
SCHD
12.72%
-5.15%
8.36%
13.14%
11.20%
10.97%
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SWEGX vs. SCHD - Expense Ratio Comparison
SWEGX has a 0.39% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SWEGX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack All Equity Portfolio™ (SWEGX) and Schwab US Dividend Equity ETF (SCHD). 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
SWEGX vs. SCHD - Dividend Comparison
SWEGX's dividend yield for the trailing twelve months is around 1.58%, less than SCHD's 3.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWEGX Schwab MarketTrack All Equity Portfolio™ | 1.58% | 1.83% | 1.60% | 1.91% | 1.08% | 2.78% | 2.22% | 1.75% | 1.85% | 3.55% | 1.37% | 1.61% |
SCHD Schwab US Dividend Equity ETF | 3.61% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
SWEGX vs. SCHD - Drawdown Comparison
The maximum SWEGX drawdown since its inception was -57.57%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SWEGX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SWEGX vs. SCHD - Volatility Comparison
Schwab MarketTrack All Equity Portfolio™ (SWEGX) has a higher volatility of 3.84% compared to Schwab US Dividend Equity ETF (SCHD) at 3.55%. This indicates that SWEGX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.