SWSCX vs. SWISX
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab International Index Fund (SWISX).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Performance
SWSCX vs. SWISX - Performance Comparison
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SWSCX vs. SWISX - 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% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
Returns By Period
The year-to-date returns for both investments are quite close, with SWSCX having a -2.00% return and SWISX slightly higher at -1.95%. Both investments have delivered pretty close results over the past 10 years, with SWSCX having a 8.64% annualized return and SWISX not far behind at 8.51%.
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%
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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SWSCX vs. SWISX - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
SWSCX vs. SWISX — Risk / Return Rank
SWSCX
SWISX
SWSCX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab International Index Fund (SWISX). 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 | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.08 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.52 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.51 | -0.74 |
Martin ratioReturn relative to average drawdown | 2.20 | 5.81 | -3.61 |
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 | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.08 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.49 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.51 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.29 | +0.11 |
Correlation
The correlation between SWSCX and SWISX is 0.71, 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. SWISX - Dividend Comparison
SWSCX has not paid dividends to shareholders, while SWISX's dividend yield for the trailing twelve months is around 3.62%.
| 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% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
SWSCX vs. SWISX - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, roughly equal to the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWISX.
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Drawdown Indicators
| SWSCX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.30% | -60.65% | -2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.39% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -29.42% | +2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -33.83% | -15.49% |
Current DrawdownCurrent decline from peak | -12.75% | -10.91% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -14.88% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.97% | +1.99% |
Volatility
SWSCX vs. SWISX - Volatility Comparison
The current volatility for Schwab Small-Cap Equity Fund™ (SWSCX) is 6.53%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that SWSCX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWSCX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 7.16% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 10.88% | +5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 17.01% | +7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 16.06% | +6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 16.79% | +6.74% |