SWSSX vs. SWSCX
Compare and contrast key facts about Schwab Small-Cap Index Fund-Select Shares (SWSSX) and Schwab Small-Cap Equity Fund™ (SWSCX).
SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997. SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWSSX or SWSCX.
Correlation
The correlation between SWSSX and SWSCX is 0.98, 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
SWSSX vs. SWSCX - Performance Comparison
Key characteristics
SWSSX:
0.62
SWSCX:
-0.02
SWSSX:
1.01
SWSCX:
0.13
SWSSX:
1.12
SWSCX:
1.02
SWSSX:
0.68
SWSCX:
-0.02
SWSSX:
3.22
SWSCX:
-0.12
SWSSX:
4.02%
SWSCX:
4.29%
SWSSX:
20.88%
SWSCX:
24.10%
SWSSX:
-61.52%
SWSCX:
-65.66%
SWSSX:
-9.51%
SWSCX:
-23.71%
Returns By Period
In the year-to-date period, SWSSX achieves a 10.40% return, which is significantly higher than SWSCX's -2.64% return. Over the past 10 years, SWSSX has outperformed SWSCX with an annualized return of 7.74%, while SWSCX has yielded a comparatively lower -0.63% annualized return.
SWSSX
10.40%
-6.49%
9.92%
10.09%
7.19%
7.74%
SWSCX
-2.64%
-16.59%
-5.20%
-2.94%
2.47%
-0.63%
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SWSSX vs. SWSCX - Expense Ratio Comparison
SWSSX has a 0.04% expense ratio, which is lower than SWSCX's 1.08% expense ratio.
Risk-Adjusted Performance
SWSSX vs. SWSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Small-Cap Index Fund-Select Shares (SWSSX) and Schwab Small-Cap Equity Fund™ (SWSCX). 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
SWSSX vs. SWSCX - Dividend Comparison
Neither SWSSX nor SWSCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.00% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% | 1.11% |
SWSCX Schwab Small-Cap Equity Fund™ | 0.00% | 0.36% | 0.14% | 0.14% | 0.19% | 0.11% | 0.07% | 0.00% | 0.41% | 0.25% | 0.09% | 0.28% |
Drawdowns
SWSSX vs. SWSCX - Drawdown Comparison
The maximum SWSSX drawdown since its inception was -61.52%, smaller than the maximum SWSCX drawdown of -65.66%. Use the drawdown chart below to compare losses from any high point for SWSSX and SWSCX. For additional features, visit the drawdowns tool.
Volatility
SWSSX vs. SWSCX - Volatility Comparison
The current volatility for Schwab Small-Cap Index Fund-Select Shares (SWSSX) is 6.53%, while Schwab Small-Cap Equity Fund™ (SWSCX) has a volatility of 14.91%. This indicates that SWSSX experiences smaller price fluctuations and is considered to be less risky than SWSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.