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:
0.52
VOO:
0.57
SWMIX:
0.85
VOO:
0.92
SWMIX:
1.11
VOO:
1.13
SWMIX:
0.24
VOO:
0.58
SWMIX:
2.01
VOO:
2.42
SWMIX:
4.50%
VOO:
4.51%
SWMIX:
17.39%
VOO:
19.17%
SWMIX:
-65.11%
VOO:
-33.99%
SWMIX:
-28.62%
VOO:
-10.56%
Returns By Period
In the year-to-date period, SWMIX achieves a 8.00% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, SWMIX has underperformed VOO with an annualized return of -0.08%, while VOO has yielded a comparatively higher 12.02% annualized return.
SWMIX
8.00%
-0.61%
3.10%
7.86%
3.57%
-0.08%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 1.89%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.89% | 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 | 1.39% | 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
The current volatility for Schwab International Opportunities Fund (SWMIX) is 11.12%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that SWMIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.