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 1.00, 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
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Key characteristics
SWSCX:
16.51%
XMHQ:
12.46%
SWSCX:
-0.96%
XMHQ:
-0.71%
SWSCX:
-0.28%
XMHQ:
-0.15%
Returns By Period
SWSCX
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XMHQ
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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 0.30%, less than XMHQ's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSCX Schwab Small-Cap Equity Fund™ | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWSCX vs. XMHQ - Drawdown Comparison
The maximum SWSCX drawdown since its inception was -0.96%, which is greater than XMHQ's maximum drawdown of -0.71%. Use the drawdown chart below to compare losses from any high point for SWSCX and XMHQ. For additional features, visit the drawdowns tool.
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Volatility
SWSCX vs. XMHQ - Volatility Comparison
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