SWHYX vs. SWRSX
Compare and contrast key facts about Schwab Opportunistic Municipal Bond Fund (SWHYX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX).
SWHYX is managed by Charles Schwab. It was launched on Mar 30, 2014. SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHYX or SWRSX.
Correlation
The correlation between SWHYX and SWRSX is 0.36, 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.
Performance
SWHYX vs. SWRSX - Performance Comparison
Key characteristics
SWHYX:
0.81
SWRSX:
1.22
SWHYX:
1.08
SWRSX:
1.71
SWHYX:
1.17
SWRSX:
1.22
SWHYX:
0.42
SWRSX:
0.45
SWHYX:
2.69
SWRSX:
3.42
SWHYX:
1.16%
SWRSX:
1.55%
SWHYX:
3.87%
SWRSX:
4.35%
SWHYX:
-18.58%
SWRSX:
-15.14%
SWHYX:
-3.97%
SWRSX:
-6.33%
Returns By Period
In the year-to-date period, SWHYX achieves a 0.64% return, which is significantly lower than SWRSX's 2.18% return. Over the past 10 years, SWHYX has underperformed SWRSX with an annualized return of 0.06%, while SWRSX has yielded a comparatively higher 2.11% annualized return.
SWHYX
0.64%
0.75%
0.36%
3.24%
-0.58%
0.06%
SWRSX
2.18%
1.68%
0.20%
5.61%
1.53%
2.11%
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SWHYX vs. SWRSX - Expense Ratio Comparison
SWHYX has a 0.50% expense ratio, which is higher than SWRSX's 0.05% expense ratio.
Risk-Adjusted Performance
SWHYX vs. SWRSX — Risk-Adjusted Performance Rank
SWHYX
SWRSX
SWHYX vs. SWRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Opportunistic Municipal Bond Fund (SWHYX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX). 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.
Dividends
SWHYX vs. SWRSX - Dividend Comparison
SWHYX's dividend yield for the trailing twelve months is around 3.77%, more than SWRSX's 3.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHYX Schwab Opportunistic Municipal Bond Fund | 3.77% | 3.80% | 6.49% | 3.38% | 2.46% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.60% | 3.68% | 3.11% | 7.07% | 4.33% | 1.25% | 2.20% | 2.88% | 1.99% | 1.81% | 0.77% | 2.30% |
Drawdowns
SWHYX vs. SWRSX - Drawdown Comparison
The maximum SWHYX drawdown since its inception was -18.58%, which is greater than SWRSX's maximum drawdown of -15.14%. Use the drawdown chart below to compare losses from any high point for SWHYX and SWRSX. For additional features, visit the drawdowns tool.
Volatility
SWHYX vs. SWRSX - Volatility Comparison
The current volatility for Schwab Opportunistic Municipal Bond Fund (SWHYX) is 1.13%, while Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) has a volatility of 1.28%. This indicates that SWHYX experiences smaller price fluctuations and is considered to be less risky than SWRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.