SWLSX vs. SNXFX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab 1000 Index Fund (SNXFX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
SWLSX vs. SNXFX - Performance Comparison
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SWLSX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | -9.26% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, SWLSX achieves a -9.26% return, which is significantly lower than SNXFX's -4.19% return. Over the past 10 years, SWLSX has outperformed SNXFX with an annualized return of 14.47%, while SNXFX has yielded a comparatively lower 13.72% annualized return.
SWLSX
- 1D
- 3.97%
- 1M
- -5.24%
- YTD
- -9.26%
- 6M
- -8.22%
- 1Y
- 18.95%
- 3Y*
- 19.82%
- 5Y*
- 12.04%
- 10Y*
- 14.47%
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
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SWLSX vs. SNXFX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
SWLSX vs. SNXFX — Risk / Return Rank
SWLSX
SNXFX
SWLSX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab 1000 Index Fund (SNXFX). 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.
| SWLSX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.96 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.47 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.48 | -0.24 |
Martin ratioReturn relative to average drawdown | 4.32 | 7.11 | -2.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWLSX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.96 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.63 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.74 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.56 | -0.04 |
Correlation
The correlation between SWLSX and SNXFX is 0.95, 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
SWLSX vs. SNXFX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 1.29%, less than SNXFX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 1.29% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
SWLSX vs. SNXFX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for SWLSX and SNXFX.
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Drawdown Indicators
| SWLSX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -55.08% | +5.19% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -12.33% | -3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -25.36% | -5.96% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | -34.58% | +3.26% |
Current DrawdownCurrent decline from peak | -12.84% | -6.25% | -6.59% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -8.80% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 2.57% | +2.08% |
Volatility
SWLSX vs. SNXFX - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) has a higher volatility of 7.17% compared to Schwab 1000 Index Fund (SNXFX) at 5.45%. This indicates that SWLSX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWLSX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 5.45% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 9.77% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 18.59% | +4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 17.33% | +3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.79% | 18.72% | +2.07% |