SWLVX vs. SWLSX
Compare and contrast key facts about Schwab U.S. Large-Cap Value Index Fund (SWLVX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWLVX vs. SWLSX - Performance Comparison
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SWLVX vs. SWLSX - 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% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | -0.56% |
Returns By Period
In the year-to-date period, SWLVX achieves a -0.06% return, which is significantly higher than SWLSX's -12.73% return.
SWLVX
- 1D
- -0.37%
- 1M
- -6.82%
- YTD
- -0.06%
- 6M
- 3.73%
- 1Y
- 13.42%
- 3Y*
- 13.48%
- 5Y*
- 8.93%
- 10Y*
- —
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%
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SWLVX vs. SWLSX - Expense Ratio Comparison
SWLVX has a 0.04% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWLVX vs. SWLSX — Risk / Return Rank
SWLVX
SWLSX
SWLVX vs. SWLSX - 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 Large-Cap Growth Fund™ (SWLSX). 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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.69 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.14 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.78 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.22 | 2.74 | +2.47 |
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
| SWLVX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.69 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.55 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.51 | -0.03 |
Correlation
The correlation between SWLVX and SWLSX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SWLVX vs. SWLSX - Dividend Comparison
SWLVX's dividend yield for the trailing twelve months is around 2.02%, more than SWLSX's 1.34% 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% |
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% |
Drawdowns
SWLVX vs. SWLSX - Drawdown Comparison
The maximum SWLVX drawdown since its inception was -38.34%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWLVX and SWLSX.
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Drawdown Indicators
| SWLVX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -49.89% | +11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -16.17% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -19.05% | -31.32% | +12.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.32% | — |
Current DrawdownCurrent decline from peak | -6.82% | -16.17% | +9.35% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -7.98% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.57% | -2.08% |
Volatility
SWLVX vs. SWLSX - Volatility Comparison
The current volatility for Schwab U.S. Large-Cap Value Index Fund (SWLVX) is 3.72%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWLVX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWLVX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 5.73% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 12.41% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 22.60% | -6.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 20.97% | -6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 20.76% | -2.10% |