Correlation
The correlation between SWHFX and SWPPX is 0.77, 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.
SWHFX vs. SWPPX
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Schwab S&P 500 Index Fund (SWPPX).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHFX or SWPPX.
Performance
SWHFX vs. SWPPX - Performance Comparison
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Key characteristics
SWHFX:
-0.40
SWPPX:
0.73
SWHFX:
-0.49
SWPPX:
1.04
SWHFX:
0.94
SWPPX:
1.15
SWHFX:
-0.35
SWPPX:
0.69
SWHFX:
-0.70
SWPPX:
2.62
SWHFX:
9.66%
SWPPX:
4.92%
SWHFX:
15.36%
SWPPX:
19.76%
SWHFX:
-44.84%
SWPPX:
-55.06%
SWHFX:
-16.25%
SWPPX:
-3.42%
Returns By Period
In the year-to-date period, SWHFX achieves a -1.03% return, which is significantly lower than SWPPX's 1.05% return. Over the past 10 years, SWHFX has underperformed SWPPX with an annualized return of 5.98%, while SWPPX has yielded a comparatively higher 12.80% annualized return.
SWHFX
-1.03%
-5.04%
-7.33%
-6.11%
0.77%
5.32%
5.98%
SWPPX
1.05%
6.29%
-1.37%
14.40%
14.37%
15.91%
12.80%
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SWHFX vs. SWPPX - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SWHFX vs. SWPPX — Risk-Adjusted Performance Rank
SWHFX
SWPPX
SWHFX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
SWHFX vs. SWPPX - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 9.59%, more than SWPPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 9.59% | 9.49% | 3.60% | 4.19% | 12.52% | 11.47% | 4.55% | 10.02% | 7.32% | 2.63% | 16.31% | 13.75% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
SWHFX vs. SWPPX - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -44.84%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWHFX and SWPPX.
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Volatility
SWHFX vs. SWPPX - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 7.07% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.77%. This indicates that SWHFX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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