SWRSX vs. TLT
Compare and contrast key facts about Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and iShares 20+ Year Treasury Bond ETF (TLT).
SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWRSX or TLT.
Correlation
The correlation between SWRSX and TLT is -0.12. 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. TLT - Performance Comparison
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Key characteristics
SWRSX:
1.02
TLT:
-0.18
SWRSX:
1.64
TLT:
0.03
SWRSX:
1.21
TLT:
1.00
SWRSX:
0.53
TLT:
-0.02
SWRSX:
3.57
TLT:
-0.09
SWRSX:
1.58%
TLT:
7.98%
SWRSX:
4.87%
TLT:
14.48%
SWRSX:
-15.14%
TLT:
-48.35%
SWRSX:
-5.47%
TLT:
-42.74%
Returns By Period
In the year-to-date period, SWRSX achieves a 3.13% return, which is significantly higher than TLT's -0.06% return. Over the past 10 years, SWRSX has outperformed TLT with an annualized return of 2.28%, while TLT has yielded a comparatively lower -0.71% annualized return.
SWRSX
3.13%
0.68%
2.67%
4.92%
1.28%
2.28%
TLT
-0.06%
-1.63%
-2.65%
-2.63%
-10.00%
-0.71%
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SWRSX vs. TLT - Expense Ratio Comparison
SWRSX has a 0.05% expense ratio, which is lower than TLT's 0.15% 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
SWRSX vs. TLT — Risk-Adjusted Performance Rank
SWRSX
TLT
SWRSX vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and iShares 20+ Year Treasury Bond ETF (TLT). 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. TLT - Dividend Comparison
SWRSX's dividend yield for the trailing twelve months is around 3.83%, less than TLT's 4.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.83% | 3.68% | 3.11% | 7.07% | 4.33% | 1.25% | 2.20% | 2.88% | 1.99% | 1.81% | 0.77% | 2.30% |
TLT iShares 20+ Year Treasury Bond ETF | 4.40% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
SWRSX vs. TLT - Drawdown Comparison
The maximum SWRSX drawdown since its inception was -15.14%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for SWRSX and TLT. For additional features, visit the drawdowns tool.
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Volatility
SWRSX vs. TLT - Volatility Comparison
The current volatility for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) is 1.55%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.87%. This indicates that SWRSX experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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