SWRSX vs. SWASX
Compare and contrast key facts about Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Schwab Global Real Estate Fund™ (SWASX).
SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006. SWASX is managed by Charles Schwab. It was launched on May 30, 2007.
Performance
SWRSX vs. SWASX - Performance Comparison
Loading graphics...
SWRSX vs. SWASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 0.39% | 6.84% | 1.95% | 3.80% | -12.01% | 5.83% | 10.88% | 8.38% | -1.32% | 2.69% |
SWASX Schwab Global Real Estate Fund™ | -0.59% | 11.33% | 1.42% | 8.49% | -25.10% | 25.32% | -12.10% | 27.81% | -7.66% | 14.38% |
Returns By Period
In the year-to-date period, SWRSX achieves a 0.39% return, which is significantly higher than SWASX's -0.59% return. Over the past 10 years, SWRSX has underperformed SWASX with an annualized return of 2.57%, while SWASX has yielded a comparatively higher 3.10% annualized return.
SWRSX
- 1D
- 0.58%
- 1M
- -1.33%
- YTD
- 0.39%
- 6M
- 0.33%
- 1Y
- 2.91%
- 3Y*
- 3.14%
- 5Y*
- 1.42%
- 10Y*
- 2.57%
SWASX
- 1D
- 0.15%
- 1M
- -10.76%
- YTD
- -0.59%
- 6M
- -0.14%
- 1Y
- 9.61%
- 3Y*
- 6.09%
- 5Y*
- 1.58%
- 10Y*
- 3.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWRSX vs. SWASX - Expense Ratio Comparison
SWRSX has a 0.05% expense ratio, which is lower than SWASX's 1.05% expense ratio.
Return for Risk
SWRSX vs. SWASX — Risk / Return Rank
SWRSX
SWASX
SWRSX vs. SWASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Schwab Global Real Estate Fund™ (SWASX). 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.
| SWRSX | SWASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.74 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.07 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.90 | +0.54 |
Martin ratioReturn relative to average drawdown | 4.27 | 3.80 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWRSX | SWASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.74 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.10 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.18 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.09 | +0.47 |
Correlation
The correlation between SWRSX and SWASX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SWRSX vs. SWASX - Dividend Comparison
SWRSX's dividend yield for the trailing twelve months is around 3.36%, more than SWASX's 2.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.36% | 4.20% | 3.68% | 3.11% | 7.95% | 4.45% | 1.33% | 2.20% | 2.87% | 1.75% | 1.81% | 1.06% |
SWASX Schwab Global Real Estate Fund™ | 2.23% | 3.11% | 3.32% | 3.29% | 3.00% | 3.71% | 2.94% | 7.38% | 4.24% | 3.32% | 4.67% | 3.00% |
Drawdowns
SWRSX vs. SWASX - Drawdown Comparison
The maximum SWRSX drawdown since its inception was -14.29%, smaller than the maximum SWASX drawdown of -69.47%. Use the drawdown chart below to compare losses from any high point for SWRSX and SWASX.
Loading graphics...
Drawdown Indicators
| SWRSX | SWASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.29% | -69.47% | +55.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -10.89% | +8.21% |
Max Drawdown (5Y)Largest decline over 5 years | -14.29% | -32.31% | +18.02% |
Max Drawdown (10Y)Largest decline over 10 years | -14.29% | -44.19% | +29.90% |
Current DrawdownCurrent decline from peak | -1.33% | -10.76% | +9.43% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -15.62% | +11.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 2.58% | -1.68% |
Volatility
SWRSX vs. SWASX - Volatility Comparison
The current volatility for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) is 1.30%, while Schwab Global Real Estate Fund™ (SWASX) has a volatility of 4.05%. This indicates that SWRSX experiences smaller price fluctuations and is considered to be less risky than SWASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWRSX | SWASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 4.05% | -2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 7.68% | -5.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.00% | 13.29% | -9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 15.39% | -9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.39% | 17.04% | -11.65% |