SWHFX vs. SWASX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Schwab Global Real Estate Fund™ (SWASX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SWASX is managed by Charles Schwab. It was launched on May 30, 2007.
Performance
SWHFX vs. SWASX - Performance Comparison
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SWHFX vs. SWASX - 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% |
SWASX Schwab Global Real Estate Fund™ | -0.59% | 11.33% | 1.42% | 8.49% | -25.10% | 25.32% | -12.10% | 27.81% | -7.66% | 14.38% |
Returns By Period
In the year-to-date period, SWHFX achieves a -4.90% return, which is significantly lower than SWASX's -0.59% return. Over the past 10 years, SWHFX has outperformed SWASX with an annualized return of 7.56%, while SWASX has yielded a comparatively lower 3.10% 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%
SWASX
- 1D
- 0.15%
- 1M
- -10.76%
- YTD
- -0.59%
- 6M
- -0.14%
- 1Y
- 9.61%
- 3Y*
- 6.09%
- 5Y*
- 1.58%
- 10Y*
- 3.10%
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SWHFX vs. SWASX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is lower than SWASX's 1.05% expense ratio.
Return for Risk
SWHFX vs. SWASX — Risk / Return Rank
SWHFX
SWASX
SWHFX vs. SWASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Schwab Global Real Estate Fund™ (SWASX). 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 | SWASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.74 | -0.84 |
Sortino ratioReturn per unit of downside risk | -0.01 | 1.07 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.15 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.90 | -1.04 |
Martin ratioReturn relative to average drawdown | -0.30 | 3.80 | -4.10 |
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 | SWASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.74 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.10 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.18 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.09 | +0.40 |
Correlation
The correlation between SWHFX and SWASX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SWHFX vs. SWASX - Dividend Comparison
SWHFX has not paid dividends to shareholders, while SWASX's dividend yield for the trailing twelve months is around 2.23%.
| 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% |
SWASX Schwab Global Real Estate Fund™ | 2.23% | 3.11% | 3.32% | 3.29% | 3.00% | 3.71% | 2.94% | 7.38% | 4.24% | 3.32% | 4.67% | 3.00% |
Drawdowns
SWHFX vs. SWASX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -43.10%, smaller than the maximum SWASX drawdown of -69.47%. Use the drawdown chart below to compare losses from any high point for SWHFX and SWASX.
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Drawdown Indicators
| SWHFX | SWASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.10% | -69.47% | +26.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -10.89% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -32.31% | +12.96% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -44.19% | +16.91% |
Current DrawdownCurrent decline from peak | -11.81% | -10.76% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -15.62% | +7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 2.58% | +3.04% |
Volatility
SWHFX vs. SWASX - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 4.40% compared to Schwab Global Real Estate Fund™ (SWASX) at 4.05%. This indicates that SWHFX's price experiences larger fluctuations and is considered to be riskier than SWASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHFX | SWASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 4.05% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 7.68% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 13.29% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.39% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 17.04% | -1.12% |