SWSCX vs. SNXFX
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab 1000 Index Fund (SNXFX).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
SWSCX vs. SNXFX - Performance Comparison
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SWSCX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | -2.00% | 5.66% | 9.89% | 19.90% | -14.12% | 29.29% | 7.63% | 17.89% | -12.47% | 10.04% |
SNXFX Schwab 1000 Index Fund | -6.94% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, SWSCX achieves a -2.00% return, which is significantly higher than SNXFX's -6.94% return. Over the past 10 years, SWSCX has underperformed SNXFX with an annualized return of 8.64%, while SNXFX has yielded a comparatively higher 13.39% annualized return.
SWSCX
- 1D
- -1.37%
- 1M
- -7.92%
- YTD
- -2.00%
- 6M
- -6.07%
- 1Y
- 14.06%
- 3Y*
- 9.87%
- 5Y*
- 5.45%
- 10Y*
- 8.64%
SNXFX
- 1D
- -0.44%
- 1M
- -7.77%
- YTD
- -6.94%
- 6M
- -4.75%
- 1Y
- 14.35%
- 3Y*
- 16.93%
- 5Y*
- 10.55%
- 10Y*
- 13.39%
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SWSCX vs. SNXFX - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
SWSCX vs. SNXFX — Risk / Return Rank
SWSCX
SNXFX
SWSCX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab 1000 Index Fund (SNXFX). 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.
| SWSCX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.82 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.27 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.02 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.20 | 4.97 | -2.77 |
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
| SWSCX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.82 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.61 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.72 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.55 | -0.16 |
Correlation
The correlation between SWSCX and SNXFX is 0.87, 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.
Dividends
SWSCX vs. SNXFX - Dividend Comparison
SWSCX has not paid dividends to shareholders, while SNXFX's dividend yield for the trailing twelve months is around 1.56%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.00% | 0.00% | 14.10% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% |
SNXFX Schwab 1000 Index Fund | 1.56% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
SWSCX vs. SNXFX - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, which is greater than SNXFX's maximum drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for SWSCX and SNXFX.
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Drawdown Indicators
| SWSCX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.30% | -55.08% | -8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -12.33% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -25.36% | -1.99% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -34.58% | -14.74% |
Current DrawdownCurrent decline from peak | -12.75% | -8.94% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -8.80% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.54% | +2.42% |
Volatility
SWSCX vs. SNXFX - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.53% compared to Schwab 1000 Index Fund (SNXFX) at 4.35%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWSCX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 4.35% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 9.32% | +7.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 18.40% | +6.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 17.28% | +5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 18.69% | +4.84% |