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.
Correlation
The correlation between SWSCX and XMHQ is 0.81, 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. XMHQ - Performance Comparison
Key characteristics
SWSCX:
0.10
XMHQ:
0.93
SWSCX:
0.29
XMHQ:
1.40
SWSCX:
1.04
XMHQ:
1.16
SWSCX:
0.10
XMHQ:
1.65
SWSCX:
0.36
XMHQ:
3.42
SWSCX:
6.81%
XMHQ:
4.99%
SWSCX:
23.86%
XMHQ:
18.42%
SWSCX:
-65.66%
XMHQ:
-58.19%
SWSCX:
-20.99%
XMHQ:
-7.35%
Returns By Period
In the year-to-date period, SWSCX achieves a 3.76% return, which is significantly higher than XMHQ's 2.69% return. Over the past 10 years, SWSCX has underperformed XMHQ with an annualized return of -0.02%, while XMHQ has yielded a comparatively higher 11.98% annualized return.
SWSCX
3.76%
3.97%
-10.95%
1.18%
4.04%
-0.02%
XMHQ
2.69%
2.52%
-1.50%
15.48%
16.36%
11.98%
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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.
Dividends
SWSCX vs. XMHQ - Dividend Comparison
SWSCX's dividend yield for the trailing twelve months is around 0.26%, less than XMHQ's 5.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.26% | 0.27% | 0.36% | 0.14% | 0.14% | 0.19% | 0.11% | 0.07% | 0.00% | 0.41% | 0.25% | 0.09% |
XMHQ Invesco S&P MidCap Quality ETF | 5.06% | 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 -65.66%, 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. For additional features, visit the drawdowns tool.
Volatility
SWSCX vs. XMHQ - Volatility Comparison
Schwab Small-Cap Equity Fund™ (SWSCX) and Invesco S&P MidCap Quality ETF (XMHQ) have volatilities of 4.59% and 4.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.