SWKRX vs. BIL
Compare and contrast key facts about Schwab Monthly Income Fund - Enhanced Payout (SWKRX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL).
SWKRX is managed by Charles Schwab. It was launched on Mar 27, 2008. BIL is a passively managed fund by State Street that tracks the performance of the Barclays Capital U.S. 1-3 Month Treasury Bill Index. It was launched on May 25, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWKRX or BIL.
Correlation
The correlation between SWKRX and BIL is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SWKRX vs. BIL - Performance Comparison
Key characteristics
SWKRX:
1.29
BIL:
20.68
SWKRX:
1.83
BIL:
263.20
SWKRX:
1.23
BIL:
152.96
SWKRX:
0.65
BIL:
465.05
SWKRX:
3.88
BIL:
4,283.29
SWKRX:
2.14%
BIL:
0.00%
SWKRX:
6.40%
BIL:
0.25%
SWKRX:
-20.18%
BIL:
-0.77%
SWKRX:
-4.31%
BIL:
0.00%
Returns By Period
In the year-to-date period, SWKRX achieves a 2.49% return, which is significantly higher than BIL's 0.54% return. Over the past 10 years, SWKRX has outperformed BIL with an annualized return of 2.03%, while BIL has yielded a comparatively lower 1.68% annualized return.
SWKRX
2.49%
1.58%
0.57%
7.65%
0.96%
2.03%
BIL
0.54%
0.32%
2.32%
5.02%
2.43%
1.68%
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SWKRX vs. BIL - Expense Ratio Comparison
SWKRX has a 0.00% expense ratio, which is lower than BIL's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWKRX vs. BIL — Risk-Adjusted Performance Rank
SWKRX
BIL
SWKRX vs. BIL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). 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
SWKRX vs. BIL - Dividend Comparison
SWKRX's dividend yield for the trailing twelve months is around 4.67%, less than BIL's 4.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWKRX Schwab Monthly Income Fund - Enhanced Payout | 4.67% | 4.77% | 4.74% | 2.99% | 2.83% | 2.00% | 2.68% | 2.43% | 2.72% | 2.23% | 2.42% | 2.50% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 4.93% | 5.03% | 4.92% | 1.35% | 0.00% | 0.30% | 2.05% | 1.66% | 0.68% | 0.07% | 0.00% | 0.00% |
Drawdowns
SWKRX vs. BIL - Drawdown Comparison
The maximum SWKRX drawdown since its inception was -20.18%, which is greater than BIL's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for SWKRX and BIL. For additional features, visit the drawdowns tool.
Volatility
SWKRX vs. BIL - Volatility Comparison
Schwab Monthly Income Fund - Enhanced Payout (SWKRX) has a higher volatility of 1.88% compared to SPDR Barclays 1-3 Month T-Bill ETF (BIL) at 0.07%. This indicates that SWKRX's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.