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:
0.10
QQQ:
1.28
SWSCX:
0.29
QQQ:
1.76
SWSCX:
1.04
QQQ:
1.23
SWSCX:
0.10
QQQ:
1.74
SWSCX:
0.36
QQQ:
6.05
SWSCX:
6.81%
QQQ:
3.91%
SWSCX:
23.86%
QQQ:
18.45%
SWSCX:
-65.66%
QQQ:
-82.98%
SWSCX:
-20.99%
QQQ:
-3.07%
Returns By Period
In the year-to-date period, SWSCX achieves a 3.76% return, which is significantly higher than QQQ's 1.88% return. Over the past 10 years, SWSCX has underperformed QQQ with an annualized return of -0.02%, while QQQ has yielded a comparatively higher 18.80% annualized return.
SWSCX
3.76%
3.97%
-10.95%
1.18%
4.04%
-0.02%
QQQ
1.88%
1.01%
10.90%
23.19%
19.76%
18.80%
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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 0.26%, less than QQQ's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.26% | 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 | 0.55% | 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
The current volatility for Schwab Small-Cap Equity Fund™ (SWSCX) is 4.59%, while Invesco QQQ (QQQ) has a volatility of 6.12%. This indicates that SWSCX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.