SWLGX vs. SWLSX
Compare and contrast key facts about Schwab U.S. Large-Cap Growth Index Fund (SWLGX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLGX or SWLSX.
Correlation
The correlation between SWLGX and SWLSX is 0.99, 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.
Performance
SWLGX vs. SWLSX - Performance Comparison
Key characteristics
SWLGX:
2.10
SWLSX:
1.93
SWLGX:
2.72
SWLSX:
2.55
SWLGX:
1.39
SWLSX:
1.35
SWLGX:
2.76
SWLSX:
2.65
SWLGX:
10.73
SWLSX:
10.50
SWLGX:
3.37%
SWLSX:
3.06%
SWLGX:
17.21%
SWLSX:
16.62%
SWLGX:
-32.69%
SWLSX:
-49.89%
SWLGX:
-2.68%
SWLSX:
-3.02%
Returns By Period
In the year-to-date period, SWLGX achieves a 34.51% return, which is significantly higher than SWLSX's 30.93% return.
SWLGX
34.51%
3.01%
11.68%
34.65%
19.24%
N/A
SWLSX
30.93%
2.14%
8.52%
31.11%
14.73%
8.24%
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SWLGX vs. SWLSX - Expense Ratio Comparison
SWLGX has a 0.04% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Risk-Adjusted Performance
SWLGX vs. SWLSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth Index Fund (SWLGX) 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.
Dividends
SWLGX vs. SWLSX - Dividend Comparison
SWLGX's dividend yield for the trailing twelve months is around 0.02%, which matches SWLSX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.02% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWLSX Schwab Large-Cap Growth Fund™ | 0.02% | 0.04% | 0.02% | 0.00% | 0.00% | 0.16% | 0.50% | 0.40% | 1.11% | 1.32% | 0.53% | 0.57% |
Drawdowns
SWLGX vs. SWLSX - Drawdown Comparison
The maximum SWLGX drawdown since its inception was -32.69%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWLGX and SWLSX. For additional features, visit the drawdowns tool.
Volatility
SWLGX vs. SWLSX - Volatility Comparison
Schwab U.S. Large-Cap Growth Index Fund (SWLGX) and Schwab Large-Cap Growth Fund™ (SWLSX) have volatilities of 5.02% and 4.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.