SWPPX vs. GQEIX
Compare and contrast key facts about Schwab S&P 500 Index Fund (SWPPX) and GQG Partners US Select Quality Equity Fund (GQEIX).
SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997. GQEIX is an actively managed fund by GQG Partners Inc. It was launched on Sep 28, 2018.
Performance
SWPPX vs. GQEIX - Performance Comparison
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SWPPX vs. GQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -13.23% |
GQEIX GQG Partners US Select Quality Equity Fund | 9.61% | -4.31% | 29.20% | 17.77% | -2.69% | 19.88% | 23.88% | 27.34% | -7.65% |
Returns By Period
In the year-to-date period, SWPPX achieves a -4.39% return, which is significantly lower than GQEIX's 9.61% return.
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
GQEIX
- 1D
- -0.18%
- 1M
- -1.83%
- YTD
- 9.61%
- 6M
- 8.10%
- 1Y
- 5.59%
- 3Y*
- 17.98%
- 5Y*
- 12.55%
- 10Y*
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SWPPX vs. GQEIX - Expense Ratio Comparison
SWPPX has a 0.02% expense ratio, which is lower than GQEIX's 0.49% expense ratio.
Return for Risk
SWPPX vs. GQEIX — Risk / Return Rank
SWPPX
GQEIX
SWPPX vs. GQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab S&P 500 Index Fund (SWPPX) and GQG Partners US Select Quality Equity Fund (GQEIX). 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.
| SWPPX | GQEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.45 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.69 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.77 | +0.75 |
Martin ratioReturn relative to average drawdown | 7.29 | 1.97 | +5.32 |
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
| SWPPX | GQEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.45 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.79 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.76 | -0.27 |
Correlation
The correlation between SWPPX and GQEIX is 0.77, 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
SWPPX vs. GQEIX - Dividend Comparison
SWPPX's dividend yield for the trailing twelve months is around 1.16%, less than GQEIX's 6.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
GQEIX GQG Partners US Select Quality Equity Fund | 6.73% | 7.38% | 5.41% | 0.63% | 4.50% | 1.50% | 0.67% | 0.65% | 0.12% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWPPX vs. GQEIX - Drawdown Comparison
The maximum SWPPX drawdown since its inception was -55.06%, which is greater than GQEIX's maximum drawdown of -28.48%. Use the drawdown chart below to compare losses from any high point for SWPPX and GQEIX.
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Drawdown Indicators
| SWPPX | GQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -28.48% | -26.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -8.30% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -20.44% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | — | — |
Current DrawdownCurrent decline from peak | -6.26% | -6.26% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -5.69% | -4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 3.40% | -0.88% |
Volatility
SWPPX vs. GQEIX - Volatility Comparison
Schwab S&P 500 Index Fund (SWPPX) has a higher volatility of 5.36% compared to GQG Partners US Select Quality Equity Fund (GQEIX) at 2.76%. This indicates that SWPPX's price experiences larger fluctuations and is considered to be riskier than GQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWPPX | GQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 2.76% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 7.32% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 12.44% | +5.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 15.88% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 18.88% | -0.67% |