SWRSX vs. SWAGX
Compare and contrast key facts about Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWRSX or SWAGX.
Correlation
The correlation between SWRSX and SWAGX is -0.01. 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. SWAGX - Performance Comparison
Key characteristics
SWRSX:
1.51
SWAGX:
1.30
SWRSX:
2.16
SWAGX:
1.93
SWRSX:
1.28
SWAGX:
1.23
SWRSX:
0.62
SWAGX:
0.51
SWRSX:
4.64
SWAGX:
3.30
SWRSX:
1.56%
SWAGX:
2.13%
SWRSX:
4.79%
SWAGX:
5.40%
SWRSX:
-15.14%
SWAGX:
-18.84%
SWRSX:
-4.92%
SWAGX:
-7.05%
Returns By Period
In the year-to-date period, SWRSX achieves a 3.73% return, which is significantly higher than SWAGX's 2.38% return.
SWRSX
3.73%
0.44%
2.56%
7.32%
1.33%
2.18%
SWAGX
2.38%
0.77%
1.89%
7.38%
-0.83%
N/A
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SWRSX vs. SWAGX - Expense Ratio Comparison
SWRSX has a 0.05% expense ratio, which is higher than SWAGX's 0.04% expense ratio. However, 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
SWRSX vs. SWAGX — Risk-Adjusted Performance Rank
SWRSX
SWAGX
SWRSX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
SWRSX vs. SWAGX - Dividend Comparison
SWRSX's dividend yield for the trailing twelve months is around 3.81%, less than SWAGX's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.81% | 3.68% | 3.11% | 7.07% | 4.33% | 1.25% | 2.20% | 2.88% | 1.99% | 1.81% | 0.77% | 2.30% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.91% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWRSX vs. SWAGX - Drawdown Comparison
The maximum SWRSX drawdown since its inception was -15.14%, smaller than the maximum SWAGX drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for SWRSX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
SWRSX vs. SWAGX - Volatility Comparison
Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) has a higher volatility of 2.57% compared to Schwab U.S. Aggregate Bond Index Fund (SWAGX) at 2.25%. This indicates that SWRSX's price experiences larger fluctuations and is considered to be riskier than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.