SWSCX vs. VOO
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Vanguard S&P 500 ETF (VOO).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
SWSCX vs. VOO - Performance Comparison
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SWSCX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SWSCX achieves a -2.00% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, SWSCX has underperformed VOO with an annualized return of 8.64%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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SWSCX vs. VOO - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SWSCX vs. VOO — Risk / Return Rank
SWSCX
VOO
SWSCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.98 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.50 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.53 | -0.76 |
Martin ratioReturn relative to average drawdown | 2.20 | 7.29 | -5.09 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.98 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.70 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.78 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.83 | -0.44 |
Correlation
The correlation between SWSCX and VOO is 0.83, 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. VOO - Dividend Comparison
SWSCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SWSCX vs. VOO - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWSCX and VOO.
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Drawdown Indicators
| SWSCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.30% | -33.99% | -29.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.98% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -24.52% | -2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -49.32% | -33.99% | -15.33% |
Current DrawdownCurrent decline from peak | -12.75% | -6.29% | -6.46% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -3.72% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.52% | +2.44% |
Volatility
SWSCX vs. VOO - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.53% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWSCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 5.29% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 9.44% | +7.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 18.10% | +6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 16.82% | +5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 17.99% | +5.54% |