SWHFX vs. SWLGX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHFX or SWLGX.
Correlation
The correlation between SWHFX and SWLGX is 0.67, 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.
Performance
SWHFX vs. SWLGX - Performance Comparison
Key characteristics
SWHFX:
-0.48
SWLGX:
1.58
SWHFX:
-0.52
SWLGX:
2.11
SWHFX:
0.92
SWLGX:
1.29
SWHFX:
-0.27
SWLGX:
2.14
SWHFX:
-0.71
SWLGX:
8.05
SWHFX:
9.16%
SWLGX:
3.48%
SWHFX:
13.69%
SWLGX:
17.76%
SWHFX:
-44.84%
SWLGX:
-33.28%
SWHFX:
-18.35%
SWLGX:
-0.97%
Returns By Period
In the year-to-date period, SWHFX achieves a 7.32% return, which is significantly higher than SWLGX's 3.21% return.
SWHFX
7.32%
4.09%
-14.79%
-6.40%
-0.21%
0.05%
SWLGX
3.21%
1.12%
14.21%
29.68%
17.87%
N/A
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SWHFX vs. SWLGX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
SWHFX vs. SWLGX — Risk-Adjusted Performance Rank
SWHFX
SWLGX
SWHFX vs. SWLGX - 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 Index Fund (SWLGX). 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. SWLGX - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 0.71%, more than SWLGX's 0.51% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWHFX vs. SWLGX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -44.84%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for SWHFX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
SWHFX vs. SWLGX - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 3.65%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.00%. This indicates that SWHFX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.