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 0.97, 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
SWMCX vs. IJH - Performance Comparison
Key characteristics
SWMCX:
0.10
IJH:
-0.12
SWMCX:
0.27
IJH:
-0.02
SWMCX:
1.04
IJH:
1.00
SWMCX:
0.09
IJH:
-0.10
SWMCX:
0.32
IJH:
-0.38
SWMCX:
5.81%
IJH:
6.64%
SWMCX:
19.07%
IJH:
21.17%
SWMCX:
-40.34%
IJH:
-55.07%
SWMCX:
-16.16%
IJH:
-18.63%
Returns By Period
In the year-to-date period, SWMCX achieves a -8.70% return, which is significantly higher than IJH's -11.73% return.
SWMCX
-8.70%
-6.66%
-11.13%
2.54%
11.86%
N/A
IJH
-11.73%
-7.91%
-13.59%
-1.49%
13.66%
7.69%
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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 Rank
SWMCX
IJH
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's dividend yield for the trailing twelve months is around 1.56%, more than IJH's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMCX Schwab U.S. Mid-Cap Index Fund | 1.56% | 1.42% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.51% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
SWMCX vs. IJH - Drawdown Comparison
The maximum SWMCX drawdown since its inception was -40.34%, smaller than the maximum IJH drawdown of -55.07%. 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
The current volatility for Schwab U.S. Mid-Cap Index Fund (SWMCX) is 13.34%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 14.14%. This indicates that SWMCX experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.