SWSCX vs. QQQ
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Invesco QQQ (QQQ).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or QQQ.
Correlation
The correlation between SWSCX and QQQ is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SWSCX vs. QQQ - Performance Comparison
Key characteristics
SWSCX:
-0.30
QQQ:
0.91
SWSCX:
-0.25
QQQ:
1.29
SWSCX:
0.96
QQQ:
1.17
SWSCX:
-0.26
QQQ:
1.24
SWSCX:
-0.82
QQQ:
4.21
SWSCX:
8.65%
QQQ:
4.00%
SWSCX:
23.40%
QQQ:
18.49%
SWSCX:
-65.66%
QQQ:
-82.98%
SWSCX:
-25.85%
QQQ:
-5.81%
Returns By Period
In the year-to-date period, SWSCX achieves a -2.62% return, which is significantly lower than QQQ's -0.60% return. Over the past 10 years, SWSCX has underperformed QQQ with an annualized return of -1.19%, while QQQ has yielded a comparatively higher 17.68% annualized return.
SWSCX
-2.62%
-7.16%
-15.68%
-8.21%
4.34%
-1.19%
QQQ
-0.60%
-2.84%
7.02%
14.72%
19.45%
17.68%
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SWSCX vs. QQQ - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SWSCX vs. QQQ — Risk-Adjusted Performance Rank
SWSCX
QQQ
SWSCX vs. QQQ - Risk-Adjusted Performance Comparison
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.
Dividends
SWSCX vs. QQQ - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 0.28%, less than QQQ's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.28% | 0.27% | 0.36% | 0.14% | 0.14% | 0.19% | 0.11% | 0.07% | 0.00% | 0.41% | 0.25% | 0.09% |
QQQ Invesco QQQ | 0.56% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
SWSCX vs. QQQ - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -65.66%, 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. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. QQQ - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) and Invesco QQQ (QQQ) have volatilities of 5.37% and 5.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.