SWNTX vs. MUB
Compare and contrast key facts about Schwab Tax-Free Bond Fund™ (SWNTX) and iShares National AMT-Free Muni Bond ETF (MUB).
SWNTX is managed by Charles Schwab. It was launched on Sep 10, 1992. MUB is a passively managed fund by iShares that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Sep 7, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWNTX or MUB.
Correlation
The correlation between SWNTX and MUB is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SWNTX vs. MUB - Performance Comparison
Key characteristics
SWNTX:
0.11
MUB:
0.09
SWNTX:
0.20
MUB:
0.14
SWNTX:
1.03
MUB:
1.02
SWNTX:
0.11
MUB:
0.08
SWNTX:
0.43
MUB:
0.27
SWNTX:
1.43%
MUB:
1.50%
SWNTX:
4.86%
MUB:
4.76%
SWNTX:
-12.93%
MUB:
-13.68%
SWNTX:
-3.38%
MUB:
-2.68%
Returns By Period
In the year-to-date period, SWNTX achieves a -1.25% return, which is significantly lower than MUB's -1.09% return. Over the past 10 years, SWNTX has underperformed MUB with an annualized return of 1.44%, while MUB has yielded a comparatively higher 1.99% annualized return.
SWNTX
-1.25%
2.49%
-1.21%
0.52%
0.75%
1.44%
MUB
-1.09%
1.20%
-1.43%
0.44%
0.87%
1.99%
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SWNTX vs. MUB - Expense Ratio Comparison
SWNTX has a 0.48% expense ratio, which is higher than MUB's 0.07% expense ratio.
Risk-Adjusted Performance
SWNTX vs. MUB — Risk-Adjusted Performance Rank
SWNTX
MUB
SWNTX vs. MUB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Tax-Free Bond Fund™ (SWNTX) and iShares National AMT-Free Muni Bond ETF (MUB). 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
SWNTX vs. MUB - Dividend Comparison
SWNTX's dividend yield for the trailing twelve months is around 3.27%, more than MUB's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNTX Schwab Tax-Free Bond Fund™ | 3.27% | 3.44% | 3.06% | 2.33% | 1.67% | 1.97% | 2.31% | 2.42% | 2.34% | 2.24% | 2.22% | 2.30% |
MUB iShares National AMT-Free Muni Bond ETF | 3.14% | 3.01% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% | 2.73% |
Drawdowns
SWNTX vs. MUB - Drawdown Comparison
The maximum SWNTX drawdown since its inception was -12.93%, smaller than the maximum MUB drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for SWNTX and MUB. For additional features, visit the drawdowns tool.
Volatility
SWNTX vs. MUB - Volatility Comparison
Schwab Tax-Free Bond Fund™ (SWNTX) has a higher volatility of 2.52% compared to iShares National AMT-Free Muni Bond ETF (MUB) at 1.63%. This indicates that SWNTX's price experiences larger fluctuations and is considered to be riskier than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.