Correlation
The correlation between SWHFX and SCHG is 0.78, 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.
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.
Performance
SWHFX vs. SCHG - Performance Comparison
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Key characteristics
SWHFX:
-0.44
SCHG:
0.61
SWHFX:
-0.64
SCHG:
1.02
SWHFX:
0.92
SCHG:
1.14
SWHFX:
-0.43
SCHG:
0.66
SWHFX:
-0.87
SCHG:
2.18
SWHFX:
9.61%
SCHG:
7.12%
SWHFX:
15.35%
SCHG:
25.37%
SWHFX:
-44.84%
SCHG:
-34.59%
SWHFX:
-16.87%
SCHG:
-5.09%
Returns By Period
In the year-to-date period, SWHFX achieves a -1.76% return, which is significantly lower than SCHG's -0.90% return. Over the past 10 years, SWHFX has underperformed SCHG with an annualized return of 5.86%, while SCHG has yielded a comparatively higher 15.86% annualized return.
SWHFX
-1.76%
-4.96%
-7.71%
-6.77%
0.03%
5.17%
5.86%
SCHG
-0.90%
8.58%
0.32%
15.40%
20.90%
18.26%
15.86%
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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.
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Dividends
SWHFX vs. SCHG - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 9.66%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 9.66% | 9.49% | 3.60% | 4.19% | 12.52% | 11.47% | 4.55% | 10.02% | 7.32% | 2.63% | 16.31% | 13.75% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 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.
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Volatility
SWHFX vs. SCHG - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 7.08% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.74%. This indicates that SWHFX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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