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 Index. It was launched on Dec 11, 2009.
Performance
SWHFX vs. SCHG - Performance Comparison
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SWHFX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | -4.90% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, SWHFX achieves a -4.90% return, which is significantly higher than SCHG's -10.59% return. Over the past 10 years, SWHFX has underperformed SCHG with an annualized return of 7.56%, while SCHG has yielded a comparatively higher 16.83% annualized return.
SWHFX
- 1D
- 0.46%
- 1M
- -9.48%
- YTD
- -4.90%
- 6M
- -0.66%
- 1Y
- -2.33%
- 3Y*
- 3.11%
- 5Y*
- 4.00%
- 10Y*
- 7.56%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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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.
Return for Risk
SWHFX vs. SCHG — Risk / Return Rank
SWHFX
SCHG
SWHFX vs. SCHG - Risk-Adjusted Trends 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.
| SWHFX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.75 | -0.85 |
Sortino ratioReturn per unit of downside risk | -0.01 | 1.23 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.17 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.03 | -1.17 |
Martin ratioReturn relative to average drawdown | -0.30 | 3.54 | -3.84 |
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
| SWHFX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.75 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.57 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.79 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.79 | -0.30 |
Correlation
The correlation between SWHFX and SCHG is 0.71, 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
SWHFX vs. SCHG - Dividend Comparison
SWHFX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
SWHFX vs. SCHG - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -43.10%, 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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Drawdown Indicators
| SWHFX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.10% | -34.59% | -8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -16.41% | +4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -34.59% | +15.24% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -34.59% | +7.31% |
Current DrawdownCurrent decline from peak | -11.81% | -13.34% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -5.22% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 4.78% | +0.84% |
Volatility
SWHFX vs. SCHG - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 4.40%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. 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.
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Volatility by Period
| SWHFX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 6.67% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 12.51% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 22.43% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 22.32% | -7.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 21.51% | -5.59% |