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.
Key characteristics
| SWSCX | VOO | |
|---|---|---|
| YTD Return | 10.78% | 18.91% |
| 1Y Return | 23.95% | 28.20% |
| 3Y Return (Ann) | 6.32% | 9.93% |
| 5Y Return (Ann) | 10.86% | 15.31% |
| 10Y Return (Ann) | 8.45% | 12.87% |
| Sharpe Ratio | 1.13 | 2.21 |
| Daily Std Dev | 20.88% | 12.64% |
| Max Drawdown | -63.30% | -33.99% |
| Current Drawdown | -2.63% | -0.60% |
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.
Performance
SWSCX vs. VOO - Performance Comparison
In the year-to-date period, SWSCX achieves a 10.78% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, SWSCX has underperformed VOO with an annualized return of 8.45%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
SWSCX vs. VOO - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 0.33%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.33% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% | 21.79% | 10.16% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. VOO - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.30% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. 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.