Correlation
The correlation between SWSCX and VOO is 0.84, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or VOO.
Performance
SWSCX vs. VOO - Performance Comparison
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Key characteristics
SWSCX:
-0.04
VOO:
0.74
SWSCX:
0.08
VOO:
1.04
SWSCX:
1.01
VOO:
1.15
SWSCX:
-0.06
VOO:
0.68
SWSCX:
-0.16
VOO:
2.58
SWSCX:
9.93%
VOO:
4.93%
SWSCX:
24.56%
VOO:
19.54%
SWSCX:
-63.30%
VOO:
-33.99%
SWSCX:
-14.77%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SWSCX achieves a -6.54% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, SWSCX has underperformed VOO with an annualized return of 6.57%, while VOO has yielded a comparatively higher 12.81% annualized return.
SWSCX
-6.54%
5.34%
-14.13%
-1.09%
6.01%
13.34%
6.57%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
Risk-Adjusted Performance
SWSCX vs. VOO — Risk-Adjusted Performance Rank
SWSCX
VOO
SWSCX vs. VOO - Risk-Adjusted Performance 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.
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Dividends
SWSCX vs. VOO - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 15.08%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 15.08% | 14.10% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% | 21.79% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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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Volatility
SWSCX vs. VOO - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.21% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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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