SWHGX vs. SWMCX
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995. SWMCX is managed by Charles Schwab. 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: SWHGX or SWMCX.
Key characteristics
| SWHGX | SWMCX | |
|---|---|---|
| YTD Return | 13.23% | 15.41% |
| 1Y Return | 26.43% | 37.05% |
| 3Y Return (Ann) | 2.03% | 3.97% |
| 5Y Return (Ann) | 5.20% | 10.96% |
| Sharpe Ratio | 2.64 | 2.81 |
| Sortino Ratio | 3.68 | 3.89 |
| Omega Ratio | 1.49 | 1.49 |
| Calmar Ratio | 1.52 | 1.88 |
| Martin Ratio | 15.83 | 16.63 |
| Ulcer Index | 1.71% | 2.30% |
| Daily Std Dev | 10.27% | 13.59% |
| Max Drawdown | -51.94% | -40.34% |
| Current Drawdown | -1.16% | -1.46% |
Correlation
The correlation between SWHGX and SWMCX is 0.94, 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
SWHGX vs. SWMCX - Performance Comparison
In the year-to-date period, SWHGX achieves a 13.23% return, which is significantly lower than SWMCX's 15.41% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWHGX vs. SWMCX - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is higher than SWMCX's 0.04% expense ratio.
Risk-Adjusted Performance
SWHGX vs. SWMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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
SWHGX vs. SWMCX - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 3.55%, more than SWMCX's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 3.55% | 4.02% | 4.53% | 5.04% | 8.15% | 5.76% | 5.76% | 4.87% | 3.73% | 14.80% | 3.28% | 1.38% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 1.29% | 1.49% | 1.59% | 2.93% | 1.45% | 2.44% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWHGX vs. SWMCX - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -51.94%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for SWHGX and SWMCX. For additional features, visit the drawdowns tool.
Volatility
SWHGX vs. SWMCX - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 2.08%, while Schwab U.S. Mid-Cap Index Fund (SWMCX) has a volatility of 2.71%. This indicates that SWHGX experiences smaller price fluctuations and is considered to be less risky than SWMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.