SWISX vs. SWASX
Compare and contrast key facts about Schwab International Index Fund (SWISX) and Schwab Global Real Estate Fund™ (SWASX).
SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997. SWASX is managed by Charles Schwab. It was launched on May 30, 2007.
Performance
SWISX vs. SWASX - Performance Comparison
Loading graphics...
SWISX vs. SWASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
SWASX Schwab Global Real Estate Fund™ | -0.59% | 11.33% | 1.42% | 8.49% | -25.10% | 25.32% | -12.10% | 27.81% | -7.66% | 14.38% |
Returns By Period
In the year-to-date period, SWISX achieves a -1.95% return, which is significantly lower than SWASX's -0.59% return. Over the past 10 years, SWISX has outperformed SWASX with an annualized return of 8.51%, while SWASX has yielded a comparatively lower 3.10% annualized return.
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
SWASX
- 1D
- 0.15%
- 1M
- -10.76%
- YTD
- -0.59%
- 6M
- -0.14%
- 1Y
- 9.61%
- 3Y*
- 6.09%
- 5Y*
- 1.58%
- 10Y*
- 3.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWISX vs. SWASX - Expense Ratio Comparison
SWISX has a 0.06% expense ratio, which is lower than SWASX's 1.05% expense ratio.
Return for Risk
SWISX vs. SWASX — Risk / Return Rank
SWISX
SWASX
SWISX vs. SWASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Index Fund (SWISX) and Schwab Global Real Estate Fund™ (SWASX). 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.
| SWISX | SWASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.74 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.07 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.90 | +0.62 |
Martin ratioReturn relative to average drawdown | 5.81 | 3.80 | +2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWISX | SWASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.74 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.10 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.18 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.09 | +0.19 |
Correlation
The correlation between SWISX and SWASX is 0.76, 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
SWISX vs. SWASX - Dividend Comparison
SWISX's dividend yield for the trailing twelve months is around 3.62%, more than SWASX's 2.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
SWASX Schwab Global Real Estate Fund™ | 2.23% | 3.11% | 3.32% | 3.29% | 3.00% | 3.71% | 2.94% | 7.38% | 4.24% | 3.32% | 4.67% | 3.00% |
Drawdowns
SWISX vs. SWASX - Drawdown Comparison
The maximum SWISX drawdown since its inception was -60.65%, smaller than the maximum SWASX drawdown of -69.47%. Use the drawdown chart below to compare losses from any high point for SWISX and SWASX.
Loading graphics...
Drawdown Indicators
| SWISX | SWASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.65% | -69.47% | +8.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -10.89% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -32.31% | +2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -44.19% | +10.36% |
Current DrawdownCurrent decline from peak | -10.91% | -10.76% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -14.88% | -15.62% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 2.58% | +0.39% |
Volatility
SWISX vs. SWASX - Volatility Comparison
Schwab International Index Fund (SWISX) has a higher volatility of 7.16% compared to Schwab Global Real Estate Fund™ (SWASX) at 4.05%. This indicates that SWISX's price experiences larger fluctuations and is considered to be riskier than SWASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWISX | SWASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 4.05% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 7.68% | +3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 13.29% | +3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.06% | 15.39% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 17.04% | -0.25% |