SWSCX vs. SPY
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and SPDR S&P 500 ETF (SPY).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or SPY.
Correlation
The correlation between SWSCX and SPY is 0.84, 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. SPY - Performance Comparison
Key characteristics
SWSCX:
0.11
SPY:
1.98
SWSCX:
0.29
SPY:
2.64
SWSCX:
1.04
SPY:
1.36
SWSCX:
0.11
SPY:
3.03
SWSCX:
0.39
SPY:
12.63
SWSCX:
6.73%
SPY:
2.02%
SWSCX:
23.91%
SPY:
12.89%
SWSCX:
-65.66%
SPY:
-55.19%
SWSCX:
-21.07%
SPY:
-0.86%
Returns By Period
In the year-to-date period, SWSCX achieves a 3.65% return, which is significantly higher than SPY's 3.15% return. Over the past 10 years, SWSCX has underperformed SPY with an annualized return of -0.03%, while SPY has yielded a comparatively higher 13.73% annualized return.
SWSCX
3.65%
3.18%
-10.08%
0.73%
3.50%
-0.03%
SPY
3.15%
1.60%
12.25%
24.63%
14.82%
13.73%
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SWSCX vs. SPY - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SWSCX vs. SPY — Risk-Adjusted Performance Rank
SWSCX
SPY
SWSCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 0.26%, less than SPY's 1.17% 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% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SWSCX vs. SPY - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -65.66%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWSCX and SPY. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. SPY - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 4.65% compared to SPDR S&P 500 ETF (SPY) at 4.20%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.