SWSCX vs. QQQ

In the year-to-date period, SWSCX achieves a -6.54% return, which is significantly lower than QQQ's 1.69% return. Over the past 10 years, SWSCX has underperformed QQQ with an annualized return of 6.57%, while QQQ has yielded a comparatively higher 17.69% annualized return.

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SWSCX has a 1.08% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Invesco QQQ (QQQ). 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.

The current SWSCX Sharpe Ratio is -0.04, which is lower than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of SWSCX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWSCX's dividend yield for the trailing twelve months is around 15.08%, more than QQQ's 0.58% yield.

The maximum SWSCX drawdown since its inception was -63.30%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SWSCX and QQQ.

Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.21% compared to Invesco QQQ (QQQ) at 5.62%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.