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.
Performance
SWSSX vs. SWSCX - Performance Comparison
Returns By Period
In the year-to-date period, SWSSX achieves a 18.06% return, which is significantly higher than SWSCX's 16.72% return. Over the past 10 years, SWSSX has outperformed SWSCX with an annualized return of 8.66%, while SWSCX has yielded a comparatively lower -0.69% annualized return.
SWSSX
18.06%
6.05%
16.20%
33.62%
9.82%
8.66%
SWSCX
16.72%
5.46%
12.83%
31.77%
7.09%
-0.69%
Key characteristics
| SWSSX | SWSCX | |
|---|---|---|
| Sharpe Ratio | 1.65 | 1.59 |
| Sortino Ratio | 2.38 | 2.30 |
| Omega Ratio | 1.29 | 1.28 |
| Calmar Ratio | 1.42 | 1.06 |
| Martin Ratio | 9.06 | 9.20 |
| Ulcer Index | 3.81% | 3.55% |
| Daily Std Dev | 20.98% | 20.50% |
| Max Drawdown | -61.52% | -65.66% |
| Current Drawdown | -2.86% | -8.54% |
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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.
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.
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
SWSSX's dividend yield for the trailing twelve months is around 1.26%, more than SWSCX's 0.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.26% | 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™ | 0.31% | 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
Schwab Small-Cap Index Fund-Select Shares (SWSSX) and Schwab Small-Cap Equity Fund™ (SWSCX) have volatilities of 7.54% and 7.33%, 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.