SWHFX vs. VOO
Compare and contrast key facts about Schwab Health Care Fund™ (SWHFX) and Vanguard S&P 500 ETF (VOO).
SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHFX or VOO.
Correlation
The correlation between SWHFX and VOO 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.
Performance
SWHFX vs. VOO - Performance Comparison
Key characteristics
SWHFX:
-0.42
VOO:
1.98
SWHFX:
-0.45
VOO:
2.65
SWHFX:
0.93
VOO:
1.36
SWHFX:
-0.24
VOO:
2.98
SWHFX:
-0.65
VOO:
12.44
SWHFX:
8.97%
VOO:
2.02%
SWHFX:
13.68%
VOO:
12.69%
SWHFX:
-44.84%
VOO:
-33.99%
SWHFX:
-19.43%
VOO:
0.00%
Returns By Period
In the year-to-date period, SWHFX achieves a 5.90% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, SWHFX has underperformed VOO with an annualized return of 0.06%, while VOO has yielded a comparatively higher 13.32% annualized return.
SWHFX
5.90%
4.59%
-14.50%
-7.78%
-0.50%
0.06%
VOO
4.06%
2.04%
10.75%
23.75%
14.44%
13.32%
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SWHFX vs. VOO - Expense Ratio Comparison
SWHFX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SWHFX vs. VOO — Risk-Adjusted Performance Rank
SWHFX
VOO
SWHFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Health Care Fund™ (SWHFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 0.72%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 0.72% | 0.77% | 0.88% | 0.75% | 0.79% | 0.87% | 1.10% | 1.02% | 0.97% | 0.95% | 0.70% | 0.86% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWHFX vs. VOO - Drawdown Comparison
The maximum SWHFX drawdown since its inception was -44.84%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWHFX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWHFX vs. VOO - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 4.07% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that SWHFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.