SWRSX vs. SWLGX
Compare and contrast key facts about Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
SWRSX vs. SWLGX - Performance Comparison
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SWRSX vs. SWLGX - 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% | 0.91% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SWRSX achieves a 0.39% return, which is significantly higher than SWLGX's -13.06% 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%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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SWRSX vs. SWLGX - Expense Ratio Comparison
SWRSX has a 0.05% expense ratio, which is higher than SWLGX'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%.
Return for Risk
SWRSX vs. SWLGX — Risk / Return Rank
SWRSX
SWLGX
SWRSX vs. SWLGX - 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 U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.66 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.10 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.72 | +0.72 |
Martin ratioReturn relative to average drawdown | 4.27 | 2.51 | +1.76 |
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
| SWRSX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.66 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.56 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.11 |
Correlation
The correlation between SWRSX and SWLGX is 0.08, 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. SWLGX - Dividend Comparison
SWRSX's dividend yield for the trailing twelve months is around 3.36%, more than SWLGX's 0.52% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWRSX vs. SWLGX - Drawdown Comparison
The maximum SWRSX drawdown since its inception was -14.29%, smaller than the maximum SWLGX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SWRSX and SWLGX.
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Drawdown Indicators
| SWRSX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.29% | -32.69% | +18.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -16.16% | +13.48% |
Max Drawdown (5Y)Largest decline over 5 years | -14.29% | -32.69% | +18.40% |
Max Drawdown (10Y)Largest decline over 10 years | -14.29% | — | — |
Current DrawdownCurrent decline from peak | -1.33% | -16.16% | +14.83% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -7.13% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 4.62% | -3.72% |
Volatility
SWRSX vs. SWLGX - Volatility Comparison
The current volatility for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) is 1.30%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that SWRSX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWRSX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 5.38% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 11.82% | -9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.00% | 22.31% | -18.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 21.47% | -15.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.39% | 22.78% | -17.39% |