SWLVX vs. VOOV
Compare and contrast key facts about Schwab U.S. Large-Cap Value Index Fund (SWLVX) and Vanguard S&P 500 Value ETF (VOOV).
SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLVX or VOOV.
Correlation
The correlation between SWLVX and VOOV is 0.97, 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. VOOV - Performance Comparison
Key characteristics
SWLVX:
1.45
VOOV:
1.30
SWLVX:
2.08
VOOV:
1.87
SWLVX:
1.26
VOOV:
1.23
SWLVX:
1.92
VOOV:
1.62
SWLVX:
5.67
VOOV:
4.66
SWLVX:
2.83%
VOOV:
2.87%
SWLVX:
11.05%
VOOV:
10.29%
SWLVX:
-38.34%
VOOV:
-37.31%
SWLVX:
-3.64%
VOOV:
-4.14%
Returns By Period
In the year-to-date period, SWLVX achieves a 4.12% return, which is significantly higher than VOOV's 2.96% return.
SWLVX
4.12%
-0.02%
4.14%
14.58%
8.45%
N/A
VOOV
2.96%
0.64%
2.86%
12.10%
10.99%
10.07%
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SWLVX vs. VOOV - Expense Ratio Comparison
SWLVX has a 0.04% expense ratio, which is lower than VOOV's 0.10% 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. VOOV — Risk-Adjusted Performance Rank
SWLVX
VOOV
SWLVX vs. VOOV - 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 Vanguard S&P 500 Value ETF (VOOV). 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. VOOV - Dividend Comparison
SWLVX's dividend yield for the trailing twelve months is around 1.97%, less than VOOV's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLVX Schwab U.S. Large-Cap Value Index Fund | 1.97% | 2.05% | 2.29% | 2.16% | 1.73% | 2.00% | 2.42% | 1.71% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOV Vanguard S&P 500 Value ETF | 2.04% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
SWLVX vs. VOOV - Drawdown Comparison
The maximum SWLVX drawdown since its inception was -38.34%, roughly equal to the maximum VOOV drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for SWLVX and VOOV. For additional features, visit the drawdowns tool.
Volatility
SWLVX vs. VOOV - Volatility Comparison
Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a higher volatility of 2.72% compared to Vanguard S&P 500 Value ETF (VOOV) at 2.48%. This indicates that SWLVX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.