SWSCX vs. SWLSX
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWSCX vs. SWLSX - Performance Comparison
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SWSCX vs. SWLSX - 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% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWSCX achieves a -2.00% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWSCX has underperformed SWLSX with an annualized return of 8.64%, while SWLSX has yielded a comparatively higher 14.02% 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%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWSCX vs. SWLSX - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SWLSX's 0.99% expense ratio.
Return for Risk
SWSCX vs. SWLSX — Risk / Return Rank
SWSCX
SWLSX
SWSCX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.69 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.14 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.78 | 0.00 |
Martin ratioReturn relative to average drawdown | 2.20 | 2.74 | -0.54 |
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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.69 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.55 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.68 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.51 | -0.12 |
Correlation
The correlation between SWSCX and SWLSX is 0.81, 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. SWLSX - Dividend Comparison
SWSCX has not paid dividends to shareholders, while SWLSX's dividend yield for the trailing twelve months is around 1.34%.
| 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% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWSCX vs. SWLSX - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, which is greater than SWLSX's maximum drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWLSX.
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Drawdown Indicators
| SWSCX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.30% | -49.89% | -13.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -16.17% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -31.32% | +3.97% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -31.32% | -18.00% |
Current DrawdownCurrent decline from peak | -12.75% | -16.17% | +3.42% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -7.98% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 4.57% | +0.39% |
Volatility
SWSCX vs. SWLSX - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.53% compared to Schwab Large-Cap Growth Fund™ (SWLSX) at 5.73%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWSCX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 5.73% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 12.41% | +4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 22.60% | +2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 20.97% | +1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 20.76% | +2.77% |