SWSCX vs. SWPPX
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab S&P 500 Index Fund (SWPPX).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or SWPPX.
Correlation
The correlation between SWSCX and SWPPX 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. SWPPX - Performance Comparison
Key characteristics
SWSCX:
-0.02
SWPPX:
2.10
SWSCX:
0.13
SWPPX:
2.80
SWSCX:
1.02
SWPPX:
1.39
SWSCX:
-0.02
SWPPX:
3.12
SWSCX:
-0.12
SWPPX:
13.52
SWSCX:
4.29%
SWPPX:
1.95%
SWSCX:
24.10%
SWPPX:
12.59%
SWSCX:
-65.66%
SWPPX:
-55.06%
SWSCX:
-23.71%
SWPPX:
-3.72%
Returns By Period
In the year-to-date period, SWSCX achieves a -2.64% return, which is significantly lower than SWPPX's 24.49% return. Over the past 10 years, SWSCX has underperformed SWPPX with an annualized return of -0.63%, while SWPPX has yielded a comparatively higher 12.92% annualized return.
SWSCX
-2.64%
-16.59%
-5.20%
-2.94%
2.47%
-0.63%
SWPPX
24.49%
-1.37%
7.94%
24.91%
14.50%
12.92%
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SWSCX vs. SWPPX - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SWSCX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
Neither SWSCX nor SWPPX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.00% | 0.36% | 0.14% | 0.14% | 0.19% | 0.11% | 0.07% | 0.00% | 0.41% | 0.25% | 0.09% | 0.28% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
SWSCX vs. SWPPX - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -65.66%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. SWPPX - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 14.91% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.97%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.