SWLVX vs. SPY
Compare and contrast key facts about Schwab U.S. Large-Cap Value Index Fund (SWLVX) and SPDR S&P 500 ETF (SPY).
SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017. 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: SWLVX or SPY.
Correlation
The correlation between SWLVX and SPY is 0.87, 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
SWLVX vs. SPY - Performance Comparison
Key characteristics
SWLVX:
1.23
SPY:
2.21
SWLVX:
1.73
SPY:
2.93
SWLVX:
1.23
SPY:
1.41
SWLVX:
1.37
SPY:
3.26
SWLVX:
6.28
SPY:
14.43
SWLVX:
2.21%
SPY:
1.90%
SWLVX:
11.26%
SPY:
12.41%
SWLVX:
-38.34%
SPY:
-55.19%
SWLVX:
-9.03%
SPY:
-2.74%
Returns By Period
In the year-to-date period, SWLVX achieves a 11.65% return, which is significantly lower than SPY's 25.54% return.
SWLVX
11.65%
-7.36%
4.48%
12.29%
8.18%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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SWLVX vs. SPY - Expense Ratio Comparison
SWLVX has a 0.04% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWLVX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value Index Fund (SWLVX) 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
SWLVX vs. SPY - Dividend Comparison
SWLVX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLVX Schwab U.S. Large-Cap Value Index Fund | 0.00% | 2.29% | 2.16% | 1.73% | 2.00% | 2.42% | 1.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
SWLVX vs. SPY - Drawdown Comparison
The maximum SWLVX drawdown since its inception was -38.34%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWLVX and SPY. For additional features, visit the drawdowns tool.
Volatility
SWLVX vs. SPY - Volatility Comparison
Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a higher volatility of 4.60% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that SWLVX'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.