SWLSX vs. FSPGX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Fidelity Large Cap Growth Index Fund (FSPGX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLSX or FSPGX.
Key characteristics
| SWLSX | FSPGX | |
|---|---|---|
| YTD Return | 20.22% | 20.75% |
| 1Y Return | 31.50% | 33.06% |
| 3Y Return (Ann) | 9.44% | 9.33% |
| 5Y Return (Ann) | 17.14% | 18.88% |
| Sharpe Ratio | 1.91 | 1.92 |
| Daily Std Dev | 16.38% | 17.08% |
| Max Drawdown | -49.89% | -32.66% |
| Current Drawdown | -3.95% | -4.66% |
Correlation
The correlation between SWLSX and FSPGX 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
SWLSX vs. FSPGX - Performance Comparison
The year-to-date returns for both investments are quite close, with SWLSX having a 20.22% return and FSPGX slightly higher at 20.75%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWLSX vs. FSPGX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
SWLSX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
SWLSX vs. FSPGX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 0.03%, less than FSPGX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 0.03% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.34% | 7.91% | 4.45% | 17.06% | 11.30% | 0.56% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.46% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWLSX vs. FSPGX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for SWLSX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
SWLSX vs. FSPGX - Volatility Comparison
The current volatility for Schwab Large-Cap Growth Fund™ (SWLSX) is 5.11%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.66%. This indicates that SWLSX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.