SWMCX vs. SNXFX
Compare and contrast key facts about Schwab U.S. Mid-Cap Index Fund (SWMCX) and Schwab 1000 Index Fund (SNXFX).
SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
SWMCX vs. SNXFX - Performance Comparison
Loading graphics...
SWMCX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWMCX Schwab U.S. Mid-Cap Index Fund | -1.32% | 10.54% | 15.28% | 17.20% | -17.31% | 22.55% | 17.03% | 30.46% | -9.16% | 0.40% |
SNXFX Schwab 1000 Index Fund | -6.94% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | -0.16% |
Returns By Period
In the year-to-date period, SWMCX achieves a -1.32% return, which is significantly higher than SNXFX's -6.94% return.
SWMCX
- 1D
- -0.70%
- 1M
- -7.73%
- YTD
- -1.32%
- 6M
- -1.19%
- 1Y
- 12.94%
- 3Y*
- 12.30%
- 5Y*
- 6.67%
- 10Y*
- —
SNXFX
- 1D
- -0.44%
- 1M
- -7.77%
- YTD
- -6.94%
- 6M
- -4.75%
- 1Y
- 14.35%
- 3Y*
- 16.93%
- 5Y*
- 10.55%
- 10Y*
- 13.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWMCX vs. SNXFX - Expense Ratio Comparison
SWMCX has a 0.04% expense ratio, which is lower than SNXFX's 0.05% 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%.
Return for Risk
SWMCX vs. SNXFX — Risk / Return Rank
SWMCX
SNXFX
SWMCX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Mid-Cap Index Fund (SWMCX) and Schwab 1000 Index Fund (SNXFX). 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.
| SWMCX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.82 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.27 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.02 | -0.16 |
Martin ratioReturn relative to average drawdown | 4.04 | 4.97 | -0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWMCX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.82 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.61 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.11 |
Correlation
The correlation between SWMCX and SNXFX is 0.92, 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.
Dividends
SWMCX vs. SNXFX - Dividend Comparison
SWMCX's dividend yield for the trailing twelve months is around 2.15%, more than SNXFX's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMCX Schwab U.S. Mid-Cap Index Fund | 2.15% | 2.13% | 2.60% | 1.49% | 1.59% | 2.93% | 1.45% | 2.44% | 1.41% | 0.00% | 0.00% | 0.00% |
SNXFX Schwab 1000 Index Fund | 1.56% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
SWMCX vs. SNXFX - Drawdown Comparison
The maximum SWMCX drawdown since its inception was -40.34%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for SWMCX and SNXFX.
Loading graphics...
Drawdown Indicators
| SWMCX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.34% | -55.08% | +14.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -12.33% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -26.09% | -25.36% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.58% | — |
Current DrawdownCurrent decline from peak | -8.15% | -8.94% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -8.80% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.54% | +0.33% |
Volatility
SWMCX vs. SNXFX - Volatility Comparison
Schwab U.S. Mid-Cap Index Fund (SWMCX) has a higher volatility of 4.80% compared to Schwab 1000 Index Fund (SNXFX) at 4.35%. This indicates that SWMCX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWMCX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 4.35% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | 9.32% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 18.40% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 17.28% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 18.69% | +2.07% |