SWHFX vs. SWLSX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWHFX vs. SWLSX - Performance Comparison
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SWHFX vs. SWLSX - 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% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWHFX achieves a -4.90% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWHFX has underperformed SWLSX with an annualized return of 7.56%, while SWLSX has yielded a comparatively higher 14.02% 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%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWHFX vs. SWLSX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWHFX vs. SWLSX — Risk / Return Rank
SWHFX
SWLSX
SWHFX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.69 | -0.79 |
Sortino ratioReturn per unit of downside risk | -0.01 | 1.14 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.16 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.78 | -0.92 |
Martin ratioReturn relative to average drawdown | -0.30 | 2.74 | -3.05 |
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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.69 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.55 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.68 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.51 | -0.02 |
Correlation
The correlation between SWHFX and SWLSX 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. SWLSX - Dividend Comparison
SWHFX has not paid dividends to shareholders, while SWLSX's dividend yield for the trailing twelve months is around 1.34%.
| 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% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWHFX vs. SWLSX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -43.10%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWHFX and SWLSX.
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Drawdown Indicators
| SWHFX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.10% | -49.89% | +6.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -16.17% | +3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -31.32% | +11.97% |
Max Drawdown (10Y)Largest decline over 10 years | -27.28% | -31.32% | +4.04% |
Current DrawdownCurrent decline from peak | -11.81% | -16.17% | +4.36% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -7.98% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 4.57% | +1.05% |
Volatility
SWHFX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Health Care Fund™ (SWHFX) is 4.40%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWHFX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHFX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 5.73% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 12.41% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 22.60% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 20.97% | -6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 20.76% | -4.84% |