SWHFX vs. SPY
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and SPDR S&P 500 ETF (SPY).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHFX or SPY.
Correlation
The correlation between SWHFX and SPY is 0.75, 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. SPY - Performance Comparison
Key characteristics
SWHFX:
-0.48
SPY:
1.88
SWHFX:
-0.52
SPY:
2.53
SWHFX:
0.92
SPY:
1.35
SWHFX:
-0.27
SPY:
2.83
SWHFX:
-0.71
SPY:
11.74
SWHFX:
9.16%
SPY:
2.02%
SWHFX:
13.69%
SPY:
12.64%
SWHFX:
-44.84%
SPY:
-55.19%
SWHFX:
-18.35%
SPY:
-0.42%
Returns By Period
In the year-to-date period, SWHFX achieves a 7.32% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, SWHFX has underperformed SPY with an annualized return of 0.05%, while SPY has yielded a comparatively higher 13.18% annualized return.
SWHFX
7.32%
4.09%
-14.79%
-6.40%
-0.21%
0.05%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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SWHFX vs. SPY - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SWHFX vs. SPY — Risk-Adjusted Performance Rank
SWHFX
SPY
SWHFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 0.71%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 0.71% | 0.77% | 0.88% | 0.75% | 0.79% | 0.87% | 1.10% | 1.02% | 0.97% | 0.95% | 0.70% | 0.86% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SWHFX vs. SPY - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -44.84%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWHFX and SPY. For additional features, visit the drawdowns tool.
Volatility
SWHFX vs. SPY - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 3.65% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that SWHFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.