SWHYX vs. SWLSX
Compare and contrast key facts about Schwab Opportunistic Municipal Bond Fund (SWHYX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWHYX is managed by Charles Schwab. It was launched on Mar 30, 2014. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWHYX vs. SWLSX - Performance Comparison
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SWHYX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SWHYX Schwab Opportunistic Municipal Bond Fund | -0.44% | 2.98% | 1.89% | 9.24% | -12.81% | 2.49% | 2.52% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 10.75% |
Returns By Period
In the year-to-date period, SWHYX achieves a -0.44% return, which is significantly higher than SWLSX's -12.73% return.
SWHYX
- 1D
- 0.23%
- 1M
- -2.56%
- YTD
- -0.44%
- 6M
- 1.26%
- 1Y
- 3.56%
- 3Y*
- 3.56%
- 5Y*
- 0.46%
- 10Y*
- —
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWHYX vs. SWLSX - Expense Ratio Comparison
SWHYX has a 0.50% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWHYX vs. SWLSX — Risk / Return Rank
SWHYX
SWLSX
SWHYX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Opportunistic Municipal Bond Fund (SWHYX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
| SWHYX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.69 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.14 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.78 | -0.04 |
Martin ratioReturn relative to average drawdown | 2.20 | 2.74 | -0.54 |
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
| SWHYX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.69 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.55 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.51 | -0.33 |
Correlation
The correlation between SWHYX and SWLSX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SWHYX vs. SWLSX - Dividend Comparison
SWHYX's dividend yield for the trailing twelve months is around 3.82%, more than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHYX Schwab Opportunistic Municipal Bond Fund | 3.82% | 4.12% | 3.79% | 6.48% | 3.38% | 2.46% | 1.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWHYX vs. SWLSX - Drawdown Comparison
The maximum SWHYX drawdown since its inception was -17.46%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWHYX and SWLSX.
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Drawdown Indicators
| SWHYX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.46% | -49.89% | +32.43% |
Max Drawdown (1Y)Largest decline over 1 year | -5.71% | -16.17% | +10.46% |
Max Drawdown (5Y)Largest decline over 5 years | -17.46% | -31.32% | +13.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.32% | — |
Current DrawdownCurrent decline from peak | -2.56% | -16.17% | +13.61% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -7.98% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 4.57% | -2.65% |
Volatility
SWHYX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Opportunistic Municipal Bond Fund (SWHYX) is 1.23%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWHYX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWHYX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 5.73% | -4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 1.75% | 12.41% | -10.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.61% | 22.60% | -16.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.60% | 20.97% | -16.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.38% | 20.76% | -16.38% |