SWRSX vs. FIPDX
Compare and contrast key facts about Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWRSX or FIPDX.
Correlation
The correlation between SWRSX and FIPDX is -0.04. 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
SWRSX vs. FIPDX - Performance Comparison
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Key characteristics
SWRSX:
1.12
FIPDX:
1.15
SWRSX:
1.48
FIPDX:
1.50
SWRSX:
1.19
FIPDX:
1.19
SWRSX:
0.51
FIPDX:
0.52
SWRSX:
3.17
FIPDX:
3.16
SWRSX:
1.59%
FIPDX:
1.60%
SWRSX:
4.70%
FIPDX:
4.71%
SWRSX:
-14.29%
FIPDX:
-14.29%
SWRSX:
-4.51%
FIPDX:
-4.38%
Returns By Period
The year-to-date returns for both investments are quite close, with SWRSX having a 3.13% return and FIPDX slightly higher at 3.27%. Both investments have delivered pretty close results over the past 10 years, with SWRSX having a 2.39% annualized return and FIPDX not far ahead at 2.43%.
SWRSX
3.13%
0.19%
2.27%
5.24%
0.84%
1.48%
2.39%
FIPDX
3.27%
0.33%
2.41%
5.39%
0.91%
1.49%
2.43%
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SWRSX vs. FIPDX - Expense Ratio Comparison
Both SWRSX and FIPDX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWRSX vs. FIPDX — Risk-Adjusted Performance Rank
SWRSX
FIPDX
SWRSX vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). 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.
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Dividends
SWRSX vs. FIPDX - Dividend Comparison
SWRSX's dividend yield for the trailing twelve months is around 3.85%, more than FIPDX's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.85% | 3.69% | 3.11% | 7.95% | 4.45% | 1.33% | 2.20% | 2.87% | 1.99% | 1.81% | 1.06% | 2.47% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.81% | 3.75% | 3.59% | 8.87% | 4.76% | 0.24% | 0.41% | 0.39% | 0.09% | 0.08% | 0.11% | 1.10% |
Drawdowns
SWRSX vs. FIPDX - Drawdown Comparison
The maximum SWRSX drawdown since its inception was -14.29%, roughly equal to the maximum FIPDX drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for SWRSX and FIPDX. For additional features, visit the drawdowns tool.
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Volatility
SWRSX vs. FIPDX - Volatility Comparison
Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX) have volatilities of 1.47% and 1.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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