SWLSX vs. VOO
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Vanguard S&P 500 ETF (VOO).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
SWLSX vs. VOO - Performance Comparison
Loading graphics...
SWLSX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SWLSX achieves a -12.73% return, which is significantly lower than VOO's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with SWLSX having a 14.02% annualized return and VOO not far ahead at 14.05%.
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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWLSX vs. VOO - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SWLSX vs. VOO — Risk / Return Rank
SWLSX
VOO
SWLSX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.98 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.50 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.53 | -0.76 |
Martin ratioReturn relative to average drawdown | 2.74 | 7.29 | -4.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWLSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.98 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.70 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.78 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.83 | -0.32 |
Correlation
The correlation between SWLSX and VOO 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.
Dividends
SWLSX vs. VOO - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 1.34%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SWLSX vs. VOO - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWLSX and VOO.
Loading graphics...
Drawdown Indicators
| SWLSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -33.99% | -15.90% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -11.98% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -24.52% | -6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | -33.99% | +2.67% |
Current DrawdownCurrent decline from peak | -16.17% | -6.29% | -9.88% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -3.72% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.52% | +2.05% |
Volatility
SWLSX vs. VOO - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) has a higher volatility of 5.73% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that SWLSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWLSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 5.29% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 9.44% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 18.10% | +4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 16.82% | +4.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 17.99% | +2.77% |