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SWSCX vs. SWLSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

SWSCX vs. SWLSX

Last updated May 12, 2025

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.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or SWLSX.

Correlation

The correlation between SWSCX and SWLSX is 1.00, 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. SWLSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Large-Cap Growth Fund™ (SWLSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

SWSCX:

16.51%

SWLSX:

10.42%

Max Drawdown

SWSCX:

-0.96%

SWLSX:

-0.88%

Current Drawdown

SWSCX:

-0.28%

SWLSX:

-0.23%

Returns By Period

SWSCX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SWLSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

SWSCX
Schwab Small-Cap Equity Fund™
SWLSX
Schwab Large-Cap Growth Fund™

Risk-Adjusted Performance

SWSCX vs. SWLSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SWSCX
The Risk-Adjusted Performance Rank of SWSCX is 44
Overall Rank
The Sharpe Ratio Rank of SWSCX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of SWSCX is 44
Sortino Ratio Rank
The Omega Ratio Rank of SWSCX is 44
Omega Ratio Rank
The Calmar Ratio Rank of SWSCX is 33
Calmar Ratio Rank
The Martin Ratio Rank of SWSCX is 44
Martin Ratio Rank
SWLSX
The Risk-Adjusted Performance Rank of SWLSX is 5656
Overall Rank
The Sharpe Ratio Rank of SWLSX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of SWLSX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SWLSX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of SWLSX is 6363
Calmar Ratio Rank
The Martin Ratio Rank of SWLSX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SWSCX vs. SWLSX - Risk-Adjusted Performance 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.

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Dividends

SWSCX vs. SWLSX - Dividend Comparison

SWSCX's dividend yield for the trailing twelve months is around 0.30%, more than SWLSX's 0.12% yield.

TTM20242023202220212020201920182017201620152014
SWSCX
Schwab Small-Cap Equity Fund™		0.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SWLSX
Schwab Large-Cap Growth Fund™		0.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SWSCX vs. SWLSX - Drawdown Comparison

The maximum SWSCX drawdown since its inception was -0.96%, which is greater than SWLSX's maximum drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWLSX. For additional features, visit the drawdowns tool.

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Volatility

SWSCX vs. SWLSX - Volatility Comparison

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