SWHGX vs. SWSSX
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
SWHGX vs. SWSSX - Performance Comparison
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SWHGX vs. SWSSX - 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, SWHGX achieves a -2.77% return, which is significantly lower than SWSSX's -2.49% return. Both investments have delivered pretty close results over the past 10 years, with SWHGX having a 9.29% annualized return and SWSSX not far ahead at 9.50%.
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%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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SWHGX vs. SWSSX - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
SWHGX vs. SWSSX — Risk / Return Rank
SWHGX
SWSSX
SWHGX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.91 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.40 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.33 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.50 | 5.02 | +1.48 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.91 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.14 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.40 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.33 | +0.16 |
Correlation
The correlation between SWHGX and SWSSX is 0.91, 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. SWSSX - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 9.86%, more than SWSSX's 1.32% 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
SWHGX vs. SWSSX - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -49.19%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for SWHGX and SWSSX.
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Drawdown Indicators
| SWHGX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -60.34% | +11.15% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -13.90% | +4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.63% | -31.93% | +6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.77% | -41.81% | +12.04% |
Current DrawdownCurrent decline from peak | -7.38% | -11.00% | +3.62% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -10.78% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.68% | -1.63% |
Volatility
SWHGX vs. SWSSX - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 4.00%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that SWHGX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHGX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 6.59% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 14.12% | -6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.23% | 23.11% | -9.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.50% | 22.57% | -9.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 24.03% | -9.82% |