SWHGX vs. SWPPX
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and Schwab S&P 500 Index Fund (SWPPX).
SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
SWHGX vs. SWPPX - Performance Comparison
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SWHGX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | -2.77% | 17.49% | 11.76% | 18.22% | -15.06% | 18.09% | 11.02% | 22.23% | -7.19% | 16.11% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, SWHGX achieves a -2.77% return, which is significantly higher than SWPPX's -7.07% return. Over the past 10 years, SWHGX has underperformed SWPPX with an annualized return of 9.29%, while SWPPX has yielded a comparatively higher 13.71% annualized return.
SWHGX
- 1D
- -0.12%
- 1M
- -7.05%
- YTD
- -2.77%
- 6M
- -0.36%
- 1Y
- 14.56%
- 3Y*
- 12.70%
- 5Y*
- 7.38%
- 10Y*
- 9.29%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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SWHGX vs. SWPPX - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
SWHGX vs. SWPPX — Risk / Return Rank
SWHGX
SWPPX
SWHGX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) 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.
| SWHGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.84 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.30 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.06 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.50 | 5.14 | +1.37 |
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
| SWHGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.84 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.68 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.76 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.48 | +0.01 |
Correlation
The correlation between SWHGX and SWPPX is 0.95, 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
SWHGX vs. SWPPX - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 9.86%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 9.86% | 9.59% | 11.68% | 4.00% | 4.53% | 5.04% | 8.15% | 5.76% | 5.76% | 4.87% | 3.73% | 14.80% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
SWHGX vs. SWPPX - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -49.19%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWHGX and SWPPX.
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Drawdown Indicators
| SWHGX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -55.06% | +5.87% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -12.10% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -25.63% | -24.51% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -29.77% | -33.80% | +4.03% |
Current DrawdownCurrent decline from peak | -7.38% | -8.89% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -10.00% | +2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.49% | -0.44% |
Volatility
SWHGX vs. SWPPX - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 4.00%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.29%. This indicates that SWHGX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHGX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 4.29% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 9.11% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.23% | 18.14% | -4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.50% | 16.89% | -3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 18.19% | -3.98% |