SWMCX vs. IJH
Compare and contrast key facts about Schwab U.S. Mid-Cap Index Fund (SWMCX) and iShares Core S&P Mid-Cap ETF (IJH).
SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWMCX or IJH.
Correlation
The correlation between SWMCX and IJH is 0.96, 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
SWMCX vs. IJH - Performance Comparison
Key characteristics
SWMCX:
0.99
IJH:
0.82
SWMCX:
1.40
IJH:
1.23
SWMCX:
1.18
IJH:
1.15
SWMCX:
1.40
IJH:
1.58
SWMCX:
5.42
IJH:
4.52
SWMCX:
2.50%
IJH:
2.91%
SWMCX:
13.70%
IJH:
16.03%
SWMCX:
-40.34%
IJH:
-55.06%
SWMCX:
-9.67%
IJH:
-8.35%
Returns By Period
In the year-to-date period, SWMCX achieves a 12.14% return, which is significantly lower than IJH's 13.27% return.
SWMCX
12.14%
-5.78%
6.63%
12.44%
9.34%
N/A
IJH
13.27%
-3.29%
7.09%
15.03%
10.18%
9.56%
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SWMCX vs. IJH - Expense Ratio Comparison
SWMCX has a 0.04% expense ratio, which is lower than IJH'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%.
Risk-Adjusted Performance
SWMCX vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Mid-Cap Index Fund (SWMCX) and iShares Core S&P Mid-Cap ETF (IJH). 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
SWMCX vs. IJH - Dividend Comparison
SWMCX has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMCX Schwab U.S. Mid-Cap Index Fund | 0.00% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.34% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
SWMCX vs. IJH - Drawdown Comparison
The maximum SWMCX drawdown since its inception was -40.34%, smaller than the maximum IJH drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWMCX and IJH. For additional features, visit the drawdowns tool.
Volatility
SWMCX vs. IJH - Volatility Comparison
Schwab U.S. Mid-Cap Index Fund (SWMCX) and iShares Core S&P Mid-Cap ETF (IJH) have volatilities of 5.38% and 5.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.