SWLSX vs. SPY
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and SPDR S&P 500 ETF (SPY).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLSX or SPY.
Correlation
The correlation between SWLSX and SPY is 0.94, 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. SPY - Performance Comparison
Key characteristics
SWLSX:
0.95
SPY:
1.46
SWLSX:
1.34
SPY:
1.99
SWLSX:
1.18
SPY:
1.27
SWLSX:
1.36
SPY:
2.23
SWLSX:
5.03
SPY:
9.00
SWLSX:
3.28%
SPY:
2.08%
SWLSX:
17.32%
SPY:
12.83%
SWLSX:
-49.89%
SPY:
-55.19%
SWLSX:
-5.43%
SPY:
-3.06%
Returns By Period
In the year-to-date period, SWLSX achieves a -0.98% return, which is significantly lower than SPY's 1.38% return. Over the past 10 years, SWLSX has underperformed SPY with an annualized return of 7.55%, while SPY has yielded a comparatively higher 12.94% annualized return.
SWLSX
-0.98%
-3.79%
5.91%
14.66%
14.64%
7.55%
SPY
1.38%
-1.79%
6.09%
17.34%
15.76%
12.94%
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SWLSX vs. SPY - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SWLSX vs. SPY — Risk-Adjusted Performance Rank
SWLSX
SPY
SWLSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
SWLSX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.19%.
| 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% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SWLSX vs. SPY - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWLSX and SPY. For additional features, visit the drawdowns tool.
Volatility
SWLSX vs. SPY - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) has a higher volatility of 4.96% compared to SPDR S&P 500 ETF (SPY) at 3.69%. This indicates that SWLSX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.