SWSCX vs. SWANX
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Core Equity Fund™ (SWANX).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or SWANX.
Key characteristics
| SWSCX | SWANX | |
|---|---|---|
| YTD Return | 9.13% | 19.81% |
| 1Y Return | 19.78% | 24.08% |
| 3Y Return (Ann) | 6.24% | 8.36% |
| 5Y Return (Ann) | 10.30% | 12.67% |
| 10Y Return (Ann) | 8.20% | 10.61% |
| Sharpe Ratio | 1.03 | 1.93 |
| Daily Std Dev | 20.96% | 13.00% |
| Max Drawdown | -63.30% | -53.94% |
| Current Drawdown | -4.08% | -0.25% |
Correlation
The correlation between SWSCX and SWANX is 0.85, 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. SWANX - Performance Comparison
In the year-to-date period, SWSCX achieves a 9.13% return, which is significantly lower than SWANX's 19.81% return. Over the past 10 years, SWSCX has underperformed SWANX with an annualized return of 8.20%, while SWANX has yielded a comparatively higher 10.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWSCX vs. SWANX - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SWANX's 0.73% expense ratio.
Risk-Adjusted Performance
SWSCX vs. SWANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Core Equity Fund™ (SWANX). 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. SWANX - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 0.33%, less than SWANX's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.33% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% | 21.79% | 10.16% |
SWANX Schwab Core Equity Fund™ | 0.86% | 1.03% | 16.55% | 28.81% | 4.67% | 2.88% | 15.23% | 11.59% | 1.66% | 17.05% | 16.53% | 8.24% |
Drawdowns
SWSCX vs. SWANX - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, which is greater than SWANX's maximum drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWANX. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. SWANX - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.77% compared to Schwab Core Equity Fund™ (SWANX) at 4.49%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than SWANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.