SWLVX vs. SWISX
Compare and contrast key facts about Schwab U.S. Large-Cap Value Index Fund (SWLVX) and Schwab International Index Fund (SWISX).
SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017. 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
SWLVX vs. SWISX - Performance Comparison
Loading graphics...
SWLVX vs. SWISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWLVX Schwab U.S. Large-Cap Value Index Fund | -0.06% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 0.72% |
Returns By Period
In the year-to-date period, SWLVX achieves a -0.06% return, which is significantly higher than SWISX's -1.95% return.
SWLVX
- 1D
- -0.37%
- 1M
- -6.82%
- YTD
- -0.06%
- 6M
- 3.73%
- 1Y
- 13.42%
- 3Y*
- 13.48%
- 5Y*
- 8.93%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWLVX vs. SWISX - Expense Ratio Comparison
SWLVX has a 0.04% expense ratio, which is lower than SWISX's 0.06% 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%.
Return for Risk
SWLVX vs. SWISX — Risk / Return Rank
SWLVX
SWISX
SWLVX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value Index Fund (SWLVX) 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.
| SWLVX | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.08 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.52 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.51 | -0.42 |
Martin ratioReturn relative to average drawdown | 5.22 | 5.81 | -0.60 |
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
| SWLVX | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.08 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.49 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.29 | +0.20 |
Correlation
The correlation between SWLVX and SWISX is 0.77, 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
SWLVX vs. SWISX - Dividend Comparison
SWLVX's dividend yield for the trailing twelve months is around 2.02%, less than SWISX's 3.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.02% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
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
SWLVX vs. SWISX - Drawdown Comparison
The maximum SWLVX drawdown since its inception was -38.34%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SWLVX and SWISX.
Loading graphics...
Drawdown Indicators
| SWLVX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -60.65% | +22.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -11.39% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -19.05% | -29.42% | +10.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | -6.82% | -10.91% | +4.09% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -14.88% | +9.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.97% | -0.48% |
Volatility
SWLVX vs. SWISX - Volatility Comparison
The current volatility for Schwab U.S. Large-Cap Value Index Fund (SWLVX) is 3.72%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that SWLVX 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.
Loading graphics...
Volatility by Period
| SWLVX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 7.16% | -3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 10.88% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 17.01% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 16.06% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 16.79% | +1.87% |