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 0.80, 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:
0.15
VOO:
0.63
SWMIX:
0.31
VOO:
0.92
SWMIX:
1.04
VOO:
1.12
SWMIX:
0.06
VOO:
0.87
SWMIX:
0.51
VOO:
2.88
SWMIX:
4.18%
VOO:
3.04%
SWMIX:
14.07%
VOO:
13.87%
SWMIX:
-65.11%
VOO:
-33.99%
SWMIX:
-30.47%
VOO:
-8.18%
Returns By Period
In the year-to-date period, SWMIX achieves a 5.22% return, which is significantly higher than VOO's -3.94% return. Over the past 10 years, SWMIX has underperformed VOO with an annualized return of -0.06%, while VOO has yielded a comparatively higher 12.55% annualized return.
SWMIX
5.22%
-1.14%
-2.47%
2.48%
4.99%
-0.06%
VOO
-3.94%
-5.26%
-0.67%
8.88%
19.28%
12.55%
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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 Rank
SWMIX
VOO
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's dividend yield for the trailing twelve months is around 1.95%, more than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.95% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.48% and 5.76%, 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.