SWPPX vs. VOO
Compare and contrast key facts about Schwab S&P 500 Index Fund (SWPPX) and Vanguard S&P 500 ETF (VOO).
SWPPX is managed by Charles Schwab. 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: SWPPX or VOO.
Correlation
The correlation between SWPPX and VOO is 0.99, 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
SWPPX vs. VOO - Performance Comparison
Key characteristics
SWPPX:
2.10
VOO:
2.25
SWPPX:
2.80
VOO:
2.98
SWPPX:
1.39
VOO:
1.42
SWPPX:
3.12
VOO:
3.31
SWPPX:
13.52
VOO:
14.77
SWPPX:
1.95%
VOO:
1.90%
SWPPX:
12.59%
VOO:
12.46%
SWPPX:
-55.06%
VOO:
-33.99%
SWPPX:
-3.72%
VOO:
-2.47%
Returns By Period
In the year-to-date period, SWPPX achieves a 24.49% return, which is significantly lower than VOO's 26.02% return. Both investments have delivered pretty close results over the past 10 years, with SWPPX having a 12.92% annualized return and VOO not far ahead at 13.08%.
SWPPX
24.49%
-1.37%
7.94%
24.91%
14.50%
12.92%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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SWPPX vs. VOO - Expense Ratio Comparison
SWPPX has a 0.02% 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
SWPPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab S&P 500 Index Fund (SWPPX) 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
SWPPX vs. VOO - Dividend Comparison
SWPPX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SWPPX vs. VOO - Drawdown Comparison
The maximum SWPPX drawdown since its inception was -55.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWPPX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWPPX vs. VOO - Volatility Comparison
Schwab S&P 500 Index Fund (SWPPX) has a higher volatility of 3.97% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that SWPPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.