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.
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.
Performance
SWHFX vs. VOO - Performance Comparison
Loading data...
Key characteristics
SWHFX:
-0.44
VOO:
0.70
SWHFX:
-0.64
VOO:
1.05
SWHFX:
0.92
VOO:
1.15
SWHFX:
-0.43
VOO:
0.69
SWHFX:
-0.87
VOO:
2.62
SWHFX:
9.61%
VOO:
4.93%
SWHFX:
15.35%
VOO:
19.55%
SWHFX:
-44.84%
VOO:
-33.99%
SWHFX:
-16.87%
VOO:
-3.45%
Returns By Period
In the year-to-date period, SWHFX achieves a -1.76% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, SWHFX has underperformed VOO with an annualized return of 5.86%, while VOO has yielded a comparatively higher 12.81% annualized return.
SWHFX
-1.76%
-4.96%
-7.71%
-6.77%
0.03%
5.17%
5.86%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
SWHFX vs. VOO - Dividend Comparison
SWHFX's dividend yield for the trailing twelve months is around 9.66%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHFX Schwab Health Care Fund™ | 9.66% | 9.49% | 3.60% | 4.19% | 12.52% | 11.47% | 4.55% | 10.02% | 7.32% | 2.63% | 16.31% | 13.75% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
Loading data...
Volatility
SWHFX vs. VOO - Volatility Comparison
Schwab Health Care Fund™ (SWHFX) has a higher volatility of 7.08% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. 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.
Loading data...