SWSCX vs. SWSSX
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or SWSSX.
Correlation
The correlation between SWSCX and SWSSX is 0.98, 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. SWSSX - Performance Comparison
Key characteristics
SWSCX:
-0.02
SWSSX:
0.62
SWSCX:
0.13
SWSSX:
1.01
SWSCX:
1.02
SWSSX:
1.12
SWSCX:
-0.02
SWSSX:
0.68
SWSCX:
-0.12
SWSSX:
3.22
SWSCX:
4.29%
SWSSX:
4.02%
SWSCX:
24.10%
SWSSX:
20.88%
SWSCX:
-65.66%
SWSSX:
-61.52%
SWSCX:
-23.71%
SWSSX:
-9.51%
Returns By Period
In the year-to-date period, SWSCX achieves a -2.64% return, which is significantly lower than SWSSX's 10.40% return. Over the past 10 years, SWSCX has underperformed SWSSX with an annualized return of -0.63%, while SWSSX has yielded a comparatively higher 7.74% annualized return.
SWSCX
-2.64%
-16.59%
-5.20%
-2.94%
2.47%
-0.63%
SWSSX
10.40%
-6.49%
9.92%
10.09%
7.19%
7.74%
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SWSCX vs. SWSSX - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Risk-Adjusted Performance
SWSCX vs. SWSSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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. SWSSX - Dividend Comparison
Neither SWSCX nor SWSSX 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.00% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% | 1.11% |
Drawdowns
SWSCX vs. SWSSX - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -65.66%, which is greater than SWSSX's maximum drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for SWSCX and SWSSX. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. SWSSX - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 14.91% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 6.53%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.