Correlation
The correlation between SWSCX and XMHQ is 0.77, 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. XMHQ
Compare and contrast key facts about Schwab Small-Cap Equity Fund™ (SWSCX) and Invesco S&P MidCap Quality ETF (XMHQ).
SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSCX or XMHQ.
Performance
SWSCX vs. XMHQ - Performance Comparison
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Key characteristics
SWSCX:
-0.04
XMHQ:
-0.11
SWSCX:
0.08
XMHQ:
-0.05
SWSCX:
1.01
XMHQ:
0.99
SWSCX:
-0.06
XMHQ:
-0.14
SWSCX:
-0.16
XMHQ:
-0.38
SWSCX:
9.93%
XMHQ:
8.92%
SWSCX:
24.56%
XMHQ:
22.95%
SWSCX:
-63.30%
XMHQ:
-58.19%
SWSCX:
-14.77%
XMHQ:
-10.67%
Returns By Period
In the year-to-date period, SWSCX achieves a -6.54% return, which is significantly lower than XMHQ's -0.99% return. Over the past 10 years, SWSCX has underperformed XMHQ with an annualized return of 6.57%, while XMHQ has yielded a comparatively higher 10.94% annualized return.
SWSCX
-6.54%
2.25%
-14.13%
-1.75%
6.01%
13.34%
6.57%
XMHQ
-0.99%
2.77%
-9.67%
-3.51%
14.11%
15.79%
10.94%
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SWSCX vs. XMHQ - Expense Ratio Comparison
SWSCX has a 1.08% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
SWSCX vs. XMHQ — Risk-Adjusted Performance Rank
SWSCX
XMHQ
SWSCX vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Equity Fund™ (SWSCX) and Invesco S&P MidCap Quality ETF (XMHQ). 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. XMHQ - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 15.08%, more than XMHQ's 5.24% 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% |
XMHQ Invesco S&P MidCap Quality ETF | 5.24% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
SWSCX vs. XMHQ - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -63.30%, which is greater than XMHQ's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for SWSCX and XMHQ.
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Volatility
SWSCX vs. XMHQ - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) has a higher volatility of 6.21% compared to Invesco S&P MidCap Quality ETF (XMHQ) at 5.83%. This indicates that SWSCX's price experiences larger fluctuations and is considered to be riskier than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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