SWLVX vs. SWPPX
Compare and contrast key facts about Schwab U.S. Large-Cap Value Index Fund (SWLVX) and Schwab S&P 500 Index Fund (SWPPX).
SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLVX or SWPPX.
Correlation
The correlation between SWLVX and SWPPX is 0.88, 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. SWPPX - Performance Comparison
Key characteristics
SWLVX:
1.15
SWPPX:
2.07
SWLVX:
1.62
SWPPX:
2.77
SWLVX:
1.21
SWPPX:
1.39
SWLVX:
1.27
SWPPX:
3.08
SWLVX:
5.66
SWPPX:
13.27
SWLVX:
2.28%
SWPPX:
1.96%
SWLVX:
11.23%
SWPPX:
12.59%
SWLVX:
-38.34%
SWPPX:
-55.06%
SWLVX:
-8.86%
SWPPX:
-3.02%
Returns By Period
In the year-to-date period, SWLVX achieves a 11.87% return, which is significantly lower than SWPPX's 25.40% return.
SWLVX
11.87%
-7.96%
3.87%
12.50%
8.21%
N/A
SWPPX
25.40%
-0.99%
9.05%
25.83%
14.67%
12.96%
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SWLVX vs. SWPPX - Expense Ratio Comparison
SWLVX has a 0.04% expense ratio, which is higher than SWPPX's 0.02% expense ratio. However, 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. SWPPX - 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 Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
Neither SWLVX nor SWPPX has paid dividends to shareholders.
| 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% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
SWLVX vs. SWPPX - Drawdown Comparison
The maximum SWLVX drawdown since its inception was -38.34%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWLVX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SWLVX vs. SWPPX - Volatility Comparison
Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a higher volatility of 4.39% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.00%. This indicates that SWLVX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.