SWHGX vs. VT
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and Vanguard Total World Stock ETF (VT).
SWHGX is managed by Charles Schwab. It was launched on Nov 19, 1995. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
SWHGX vs. VT - Performance Comparison
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SWHGX vs. VT - 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% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, SWHGX achieves a -2.77% return, which is significantly lower than VT's -1.71% return. Over the past 10 years, SWHGX has underperformed VT with an annualized return of 9.29%, while VT has yielded a comparatively higher 11.53% 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%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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SWHGX vs. VT - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is higher than VT's 0.06% expense ratio.
Return for Risk
SWHGX vs. VT — Risk / Return Rank
SWHGX
VT
SWHGX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) and Vanguard Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.25 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.84 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.83 | -0.47 |
Martin ratioReturn relative to average drawdown | 6.50 | 8.51 | -2.00 |
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 | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.25 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.58 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.40 | +0.09 |
Correlation
The correlation between SWHGX and VT is 0.96, 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. VT - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 9.86%, more than VT's 1.82% 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% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
SWHGX vs. VT - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -49.19%, roughly equal to the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SWHGX and VT.
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Drawdown Indicators
| SWHGX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -50.27% | +1.08% |
Max Drawdown (1Y)Largest decline over 1 year | -9.78% | -11.84% | +2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.63% | -26.38% | +0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -29.77% | -34.24% | +4.47% |
Current DrawdownCurrent decline from peak | -7.38% | -6.89% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -7.08% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.55% | -0.50% |
Volatility
SWHGX vs. VT - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 4.00%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that SWHGX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHGX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 6.33% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 9.95% | -2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.23% | 17.24% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.50% | 15.98% | -2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 17.20% | -2.99% |