SWHGX vs. VPCCX
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and Vanguard PRIMECAP Core Fund (VPCCX).
SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995. VPCCX is managed by Vanguard. It was launched on Dec 9, 2004.
Performance
SWHGX vs. VPCCX - Performance Comparison
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SWHGX vs. VPCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | -0.60% | 17.49% | 11.76% | 18.22% | -15.06% | 18.09% | 11.02% | 22.23% | -7.19% | 16.11% |
VPCCX Vanguard PRIMECAP Core Fund | 1.19% | 29.96% | 12.72% | 23.58% | -12.43% | 24.30% | 12.04% | 27.70% | -4.89% | 26.27% |
Returns By Period
In the year-to-date period, SWHGX achieves a -0.60% return, which is significantly lower than VPCCX's 1.19% return. Over the past 10 years, SWHGX has underperformed VPCCX with an annualized return of 9.54%, while VPCCX has yielded a comparatively higher 14.45% annualized return.
SWHGX
- 1D
- 2.23%
- 1M
- -4.60%
- YTD
- -0.60%
- 6M
- 1.51%
- 1Y
- 16.78%
- 3Y*
- 13.53%
- 5Y*
- 7.64%
- 10Y*
- 9.54%
VPCCX
- 1D
- 3.37%
- 1M
- -5.90%
- YTD
- 1.19%
- 6M
- 8.82%
- 1Y
- 33.95%
- 3Y*
- 20.49%
- 5Y*
- 11.94%
- 10Y*
- 14.45%
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SWHGX vs. VPCCX - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is lower than VPCCX's 0.46% expense ratio.
Return for Risk
SWHGX vs. VPCCX — Risk / Return Rank
SWHGX
VPCCX
SWHGX vs. VPCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) and Vanguard PRIMECAP Core Fund (VPCCX). 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 | VPCCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.62 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.26 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.52 | -0.76 |
Martin ratioReturn relative to average drawdown | 8.29 | 11.20 | -2.92 |
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 | VPCCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.62 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.69 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.78 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.63 | -0.13 |
Correlation
The correlation between SWHGX and VPCCX 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.
Dividends
SWHGX vs. VPCCX - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 9.65%, less than VPCCX's 17.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 9.65% | 9.59% | 11.68% | 4.00% | 4.53% | 5.04% | 8.15% | 5.76% | 5.76% | 4.87% | 3.73% | 14.80% |
VPCCX Vanguard PRIMECAP Core Fund | 17.05% | 17.25% | 7.17% | 5.73% | 8.40% | 6.89% | 7.89% | 6.99% | 9.45% | 4.10% | 5.52% | 4.96% |
Drawdowns
SWHGX vs. VPCCX - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -49.19%, roughly equal to the maximum VPCCX drawdown of -47.53%. Use the drawdown chart below to compare losses from any high point for SWHGX and VPCCX.
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Drawdown Indicators
| SWHGX | VPCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -47.53% | -1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -13.41% | +3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -25.63% | -22.75% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -29.77% | -34.60% | +4.83% |
Current DrawdownCurrent decline from peak | -5.31% | -7.28% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -5.78% | -1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 3.02% | -0.94% |
Volatility
SWHGX vs. VPCCX - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 4.74%, while Vanguard PRIMECAP Core Fund (VPCCX) has a volatility of 6.99%. This indicates that SWHGX experiences smaller price fluctuations and is considered to be less risky than VPCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHGX | VPCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 6.99% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 12.33% | -4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 20.73% | -7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.53% | 17.36% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.23% | 18.61% | -4.38% |