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.
Performance
SWSCX vs. SWANX - Performance Comparison
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SWSCX vs. SWANX - 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% |
SWANX Schwab Core Equity Fund™ | -9.30% | 6.61% | 25.42% | 22.83% | -18.00% | 27.27% | 11.95% | 29.50% | -9.53% | 24.26% |
Returns By Period
In the year-to-date period, SWSCX achieves a -2.00% return, which is significantly higher than SWANX's -9.30% return. Over the past 10 years, SWSCX has underperformed SWANX with an annualized return of 8.64%, while SWANX has yielded a comparatively higher 10.70% 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%
SWANX
- 1D
- -0.09%
- 1M
- -7.74%
- YTD
- -9.30%
- 6M
- -12.09%
- 1Y
- 2.59%
- 3Y*
- 11.86%
- 5Y*
- 7.97%
- 10Y*
- 10.70%
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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.
Return for Risk
SWSCX vs. SWANX — Risk / Return Rank
SWSCX
SWANX
SWSCX vs. SWANX - Risk-Adjusted Trends 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.
| SWSCX | SWANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.16 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.35 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.06 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.03 | +0.75 |
Martin ratioReturn relative to average drawdown | 2.20 | 0.10 | +2.10 |
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 | SWANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.16 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.47 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.59 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.45 | -0.06 |
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.
Dividends
SWSCX vs. SWANX - Dividend Comparison
Neither SWSCX nor SWANX has paid dividends to shareholders.
| 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% |
SWANX Schwab Core Equity Fund™ | 0.00% | 0.00% | 8.37% | 2.89% | 16.55% | 28.81% | 4.67% | 2.88% | 15.23% | 11.59% | 1.66% | 17.05% |
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 -51.33%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWANX.
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Drawdown Indicators
| SWSCX | SWANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.30% | -51.33% | -11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -15.58% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -23.72% | -3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -34.66% | -14.66% |
Current DrawdownCurrent decline from peak | -12.75% | -15.58% | +2.83% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -11.32% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 5.00% | -0.04% |
Volatility
SWSCX vs. SWANX - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.53% compared to Schwab Core Equity Fund™ (SWANX) at 4.05%. 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.
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Volatility by Period
| SWSCX | SWANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 4.05% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 11.53% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 19.14% | +5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 16.93% | +5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 18.09% | +5.44% |