SWMIX vs. VOO
Compare and contrast key facts about Schwab International Opportunities Fund (SWMIX) and Vanguard S&P 500 ETF (VOO).
SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: SWMIX or VOO.
Correlation
The correlation between SWMIX and VOO is 0.81, 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
SWMIX vs. VOO - Performance Comparison
Key characteristics
SWMIX:
0.01
VOO:
2.21
SWMIX:
0.11
VOO:
2.93
SWMIX:
1.01
VOO:
1.41
SWMIX:
0.00
VOO:
3.25
SWMIX:
0.05
VOO:
14.47
SWMIX:
3.37%
VOO:
1.90%
SWMIX:
13.59%
VOO:
12.43%
SWMIX:
-65.11%
VOO:
-33.99%
SWMIX:
-35.23%
VOO:
-2.87%
Returns By Period
In the year-to-date period, SWMIX achieves a -1.10% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, SWMIX has underperformed VOO with an annualized return of -0.21%, while VOO has yielded a comparatively higher 13.04% annualized return.
SWMIX
-1.10%
-3.38%
-4.36%
1.34%
-2.90%
-0.21%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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SWMIX vs. VOO - Expense Ratio Comparison
SWMIX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SWMIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Vanguard S&P 500 ETF (VOO). 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
SWMIX vs. VOO - Dividend Comparison
SWMIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 0.00% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% | 1.50% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SWMIX vs. VOO - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -65.11%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWMIX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWMIX vs. VOO - Volatility Comparison
Schwab International Opportunities Fund (SWMIX) has a higher volatility of 4.16% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that SWMIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.