SWPPX vs. VIGIX
Compare and contrast key facts about Schwab S&P 500 Index Fund (SWPPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
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. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
SWPPX vs. VIGIX - Performance Comparison
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SWPPX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
In the year-to-date period, SWPPX achieves a -4.39% return, which is significantly higher than VIGIX's -10.39% return. Over the past 10 years, SWPPX has underperformed VIGIX with an annualized return of 14.04%, while VIGIX has yielded a comparatively higher 16.03% annualized 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%
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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SWPPX vs. VIGIX - Expense Ratio Comparison
SWPPX has a 0.02% expense ratio, which is lower than VIGIX's 0.04% 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%.
Return for Risk
SWPPX vs. VIGIX — Risk / Return Rank
SWPPX
VIGIX
SWPPX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab S&P 500 Index Fund (SWPPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.80 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.31 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.11 | +0.41 |
Martin ratioReturn relative to average drawdown | 7.29 | 3.97 | +3.32 |
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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.80 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.51 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.44 | +0.05 |
Correlation
The correlation between SWPPX and VIGIX is 0.95, 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. VIGIX - Dividend Comparison
SWPPX's dividend yield for the trailing twelve months is around 1.16%, more than VIGIX's 0.45% 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
SWPPX vs. VIGIX - Drawdown Comparison
The maximum SWPPX drawdown since its inception was -55.06%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for SWPPX and VIGIX.
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Drawdown Indicators
| SWPPX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -56.95% | +1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -16.51% | +4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -35.62% | +11.11% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -35.62% | +1.82% |
Current DrawdownCurrent decline from peak | -6.26% | -13.17% | +6.91% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -16.36% | +6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 4.64% | -2.12% |
Volatility
SWPPX vs. VIGIX - Volatility Comparison
The current volatility for Schwab S&P 500 Index Fund (SWPPX) is 5.36%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 7.01%. This indicates that SWPPX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWPPX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 7.01% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 12.74% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 22.99% | -4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 22.36% | -5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.21% | 21.53% | -3.32% |