SWHFX vs. SCHG
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHFX or SCHG.
Correlation
The correlation between SWHFX and SCHG is 0.73, 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
SWHFX vs. SCHG - Performance Comparison
Key characteristics
SWHFX:
-0.42
SCHG:
1.73
SWHFX:
-0.45
SCHG:
2.30
SWHFX:
0.93
SCHG:
1.31
SWHFX:
-0.24
SCHG:
2.52
SWHFX:
-0.65
SCHG:
9.50
SWHFX:
8.97%
SCHG:
3.27%
SWHFX:
13.68%
SCHG:
17.95%
SWHFX:
-44.84%
SCHG:
-34.59%
SWHFX:
-19.43%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, SWHFX achieves a 5.90% return, which is significantly higher than SCHG's 3.84% return. Over the past 10 years, SWHFX has underperformed SCHG with an annualized return of -0.04%, while SCHG has yielded a comparatively higher 16.54% annualized return.
SWHFX
5.90%
4.59%
-15.20%
-7.78%
-0.63%
-0.04%
SCHG
3.84%
2.30%
13.39%
30.29%
18.43%
16.54%
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SWHFX vs. SCHG - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
SWHFX vs. SCHG — Risk-Adjusted Performance Rank
SWHFX
SCHG
SWHFX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
SWHFX vs. SCHG - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 0.72%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 0.72% | 0.77% | 0.88% | 0.75% | 0.79% | 0.87% | 1.10% | 1.02% | 0.97% | 0.95% | 0.70% | 0.86% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
SWHFX vs. SCHG - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -44.84%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SWHFX and SCHG. For additional features, visit the drawdowns tool.
Volatility
SWHFX vs. SCHG - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 4.07%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.24%. This indicates that SWHFX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.