Correlation
The correlation between SWLSX and SWLGX 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.
SWLSX vs. SWLGX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLSX or SWLGX.
Performance
SWLSX vs. SWLGX - Performance Comparison
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Key characteristics
SWLSX:
0.50
SWLGX:
0.58
SWLSX:
0.84
SWLGX:
0.93
SWLSX:
1.12
SWLGX:
1.13
SWLSX:
0.52
SWLGX:
0.59
SWLSX:
1.79
SWLGX:
1.96
SWLSX:
6.69%
SWLGX:
7.02%
SWLSX:
24.96%
SWLGX:
25.40%
SWLSX:
-49.89%
SWLGX:
-33.28%
SWLSX:
-5.49%
SWLGX:
-6.45%
Returns By Period
In the year-to-date period, SWLSX achieves a -1.03% return, which is significantly higher than SWLGX's -2.51% return.
SWLSX
-1.03%
7.16%
0.05%
11.48%
19.89%
16.47%
13.07%
SWLGX
-2.51%
7.03%
-0.62%
13.59%
21.63%
17.34%
N/A
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SWLSX vs. SWLGX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
SWLSX vs. SWLGX — Risk-Adjusted Performance Rank
SWLSX
SWLGX
SWLSX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
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Dividends
SWLSX vs. SWLGX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 0.11%, less than SWLGX's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 0.11% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% | 11.32% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.54% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWLSX vs. SWLGX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for SWLSX and SWLGX.
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Volatility
SWLSX vs. SWLGX - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 5.42% and 5.58%, 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.
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