SWOBX vs. VOO
Compare and contrast key facts about Schwab Balanced Fund™ (SWOBX) and Vanguard S&P 500 ETF (VOO).
SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996. 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: SWOBX or VOO.
Key characteristics
SWOBX | VOO | |
---|---|---|
YTD Return | 11.90% | 18.91% |
1Y Return | 19.70% | 28.20% |
3Y Return (Ann) | 3.41% | 9.93% |
5Y Return (Ann) | 8.11% | 15.31% |
10Y Return (Ann) | 7.42% | 12.87% |
Sharpe Ratio | 2.04 | 2.21 |
Daily Std Dev | 9.48% | 12.64% |
Max Drawdown | -39.02% | -33.99% |
Current Drawdown | -0.23% | -0.60% |
Correlation
The correlation between SWOBX and VOO is 0.94, 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
SWOBX vs. VOO - Performance Comparison
In the year-to-date period, SWOBX achieves a 11.90% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, SWOBX has underperformed VOO with an annualized return of 7.42%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWOBX vs. VOO - Expense Ratio Comparison
SWOBX has a 0.00% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWOBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Balanced Fund™ (SWOBX) 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
SWOBX vs. VOO - Dividend Comparison
SWOBX's dividend yield for the trailing twelve months is around 7.00%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Schwab Balanced Fund™ | 7.00% | 7.84% | 10.21% | 6.47% | 2.97% | 5.21% | 7.11% | 3.20% | 7.83% | 7.66% | 5.05% | 1.42% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SWOBX vs. VOO - Drawdown Comparison
The maximum SWOBX drawdown since its inception was -39.02%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWOBX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWOBX vs. VOO - Volatility Comparison
The current volatility for Schwab Balanced Fund™ (SWOBX) is 2.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.83%. This indicates that SWOBX 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.