SWLSX vs. SWISX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab International Index Fund (SWISX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Performance
SWLSX vs. SWISX - Performance Comparison
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SWLSX vs. SWISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
Returns By Period
In the year-to-date period, SWLSX achieves a -12.73% return, which is significantly lower than SWISX's -1.95% return. Over the past 10 years, SWLSX has outperformed SWISX with an annualized return of 14.02%, while SWISX has yielded a comparatively lower 8.51% annualized return.
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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SWLSX vs. SWISX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
SWLSX vs. SWISX — Risk / Return Rank
SWLSX
SWISX
SWLSX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab International Index Fund (SWISX). 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 | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.08 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.52 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.51 | -0.74 |
Martin ratioReturn relative to average drawdown | 2.74 | 5.81 | -3.07 |
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 | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.08 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.49 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.51 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.29 | +0.23 |
Correlation
The correlation between SWLSX and SWISX is 0.75, 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. SWISX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 1.34%, less than SWISX's 3.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
SWLSX vs. SWISX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SWLSX and SWISX.
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Drawdown Indicators
| SWLSX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -60.65% | +10.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -11.39% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -29.42% | -1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | -33.83% | +2.51% |
Current DrawdownCurrent decline from peak | -16.17% | -10.91% | -5.26% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -14.88% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.97% | +1.60% |
Volatility
SWLSX vs. SWISX - Volatility Comparison
The current volatility for Schwab Large-Cap Growth Fund™ (SWLSX) is 5.73%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that SWLSX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWLSX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 7.16% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 10.88% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 17.01% | +5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 16.06% | +4.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 16.79% | +3.97% |