SWHFX vs. SFLNX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Schwab Fundamental US Large Company Index Fund (SFLNX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SFLNX is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI US Large Company Index. It was launched on Apr 2, 2007.
Performance
SWHFX vs. SFLNX - Performance Comparison
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SWHFX vs. SFLNX - 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% |
SFLNX Schwab Fundamental US Large Company Index Fund | 0.72% | 17.02% | 16.78% | 18.16% | -6.89% | 31.64% | 9.12% | 28.91% | -7.43% | 17.08% |
Returns By Period
In the year-to-date period, SWHFX achieves a -4.90% return, which is significantly lower than SFLNX's 0.72% return. Over the past 10 years, SWHFX has underperformed SFLNX with an annualized return of 7.56%, while SFLNX has yielded a comparatively higher 13.03% 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%
SFLNX
- 1D
- -0.25%
- 1M
- -5.58%
- YTD
- 0.72%
- 6M
- 4.57%
- 1Y
- 17.69%
- 3Y*
- 16.33%
- 5Y*
- 11.76%
- 10Y*
- 13.03%
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SWHFX vs. SFLNX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than SFLNX's 0.25% expense ratio.
Return for Risk
SWHFX vs. SFLNX — Risk / Return Rank
SWHFX
SFLNX
SWHFX vs. SFLNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Schwab Fundamental US Large Company Index Fund (SFLNX). 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 | SFLNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 1.17 | -1.27 |
Sortino ratioReturn per unit of downside risk | -0.01 | 1.69 | -1.70 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.26 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.37 | -1.51 |
Martin ratioReturn relative to average drawdown | -0.30 | 6.61 | -6.92 |
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 | SFLNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 1.17 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.77 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.71 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.50 | -0.01 |
Correlation
The correlation between SWHFX and SFLNX is 0.74, 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. SFLNX - Dividend Comparison
SWHFX has not paid dividends to shareholders, while SFLNX's dividend yield for the trailing twelve months is around 1.66%.
| 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% |
SFLNX Schwab Fundamental US Large Company Index Fund | 1.66% | 1.68% | 1.78% | 1.86% | 2.09% | 4.78% | 6.17% | 5.33% | 9.69% | 3.28% | 7.23% | 5.68% |
Drawdowns
SWHFX vs. SFLNX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -43.10%, smaller than the maximum SFLNX drawdown of -56.18%. Use the drawdown chart below to compare losses from any high point for SWHFX and SFLNX.
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Drawdown Indicators
| SWHFX | SFLNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.10% | -56.18% | +13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -12.28% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -18.98% | -0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -37.59% | +10.31% |
Current DrawdownCurrent decline from peak | -11.81% | -6.10% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -6.06% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 2.55% | +3.07% |
Volatility
SWHFX vs. SFLNX - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 4.40% compared to Schwab Fundamental US Large Company Index Fund (SFLNX) at 3.33%. This indicates that SWHFX's price experiences larger fluctuations and is considered to be riskier than SFLNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHFX | SFLNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.33% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 7.95% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 16.16% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.32% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 18.40% | -2.48% |