SWLSX vs. QQQ
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Invesco QQQ (QQQ).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLSX or QQQ.
Correlation
The correlation between SWLSX and QQQ is 0.93, 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. QQQ - Performance Comparison
Key characteristics
SWLSX:
1.52
QQQ:
1.25
SWLSX:
2.06
QQQ:
1.73
SWLSX:
1.28
QQQ:
1.23
SWLSX:
2.19
QQQ:
1.71
SWLSX:
8.35
QQQ:
5.92
SWLSX:
3.18%
QQQ:
3.90%
SWLSX:
17.45%
QQQ:
18.47%
SWLSX:
-49.89%
QQQ:
-82.98%
SWLSX:
-1.81%
QQQ:
-2.88%
Returns By Period
In the year-to-date period, SWLSX achieves a 2.82% return, which is significantly higher than QQQ's 2.07% return. Over the past 10 years, SWLSX has underperformed QQQ with an annualized return of 8.59%, while QQQ has yielded a comparatively higher 18.83% annualized return.
SWLSX
2.82%
0.77%
15.15%
25.45%
14.28%
8.59%
QQQ
2.07%
-0.14%
14.39%
22.60%
19.42%
18.83%
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SWLSX vs. QQQ - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SWLSX vs. QQQ — Risk-Adjusted Performance Rank
SWLSX
QQQ
SWLSX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
SWLSX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.55%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 0.00% | 0.00% | 0.04% | 0.02% | 0.00% | 0.00% | 0.16% | 0.50% | 0.40% | 1.11% | 1.32% | 0.53% |
QQQ Invesco QQQ | 0.55% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
SWLSX vs. QQQ - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SWLSX and QQQ. For additional features, visit the drawdowns tool.
Volatility
SWLSX vs. QQQ - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) and Invesco QQQ (QQQ) have volatilities of 6.26% and 6.12%, 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.