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.
Performance
SWMIX vs. VOO - Performance Comparison
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SWMIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | -2.83% | 21.83% | 0.91% | 12.52% | -25.35% | 5.78% | 23.94% | 26.07% | -19.12% | 33.64% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SWMIX achieves a -2.83% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, SWMIX has underperformed VOO with an annualized return of 6.26%, while VOO has yielded a comparatively higher 14.05% annualized return.
SWMIX
- 1D
- -0.21%
- 1M
- -12.80%
- YTD
- -2.83%
- 6M
- -5.84%
- 1Y
- 12.68%
- 3Y*
- 7.21%
- 5Y*
- 0.89%
- 10Y*
- 6.26%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
SWMIX vs. VOO — Risk / Return Rank
SWMIX
VOO
SWMIX vs. VOO - Risk-Adjusted Trends 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.
| SWMIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.98 | -0.38 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.50 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.53 | -0.84 |
Martin ratioReturn relative to average drawdown | 2.56 | 7.29 | -4.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWMIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.98 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.70 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.78 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.83 | -0.49 |
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.
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 1.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 0.00% | 0.00% | 2.04% | 1.73% | 3.59% | 17.50% | 6.16% | 1.94% | 10.57% | 4.60% | 0.87% | 7.20% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SWMIX vs. VOO - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -61.81%, 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.
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Drawdown Indicators
| SWMIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.81% | -33.99% | -27.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -11.98% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -40.51% | -24.52% | -15.99% |
Max Drawdown (10Y)Largest decline over 10 years | -40.51% | -33.99% | -6.52% |
Current DrawdownCurrent decline from peak | -12.90% | -6.29% | -6.61% |
Average DrawdownAverage peak-to-trough decline | -12.74% | -3.72% | -9.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.52% | +0.97% |
Volatility
SWMIX vs. VOO - Volatility Comparison
Schwab International Opportunities Fund (SWMIX) has a higher volatility of 7.56% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| SWMIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 5.29% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.30% | 9.44% | +4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.28% | 18.10% | +1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.94% | 16.82% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 17.99% | +0.18% |