SWTSX vs. SICNX
Compare and contrast key facts about Schwab Total Stock Market Index Fund (SWTSX) and Schwab International Core Equity Fund (SICNX).
SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999. SICNX is managed by Charles Schwab. It was launched on May 30, 2008.
Performance
SWTSX vs. SICNX - Performance Comparison
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SWTSX vs. SICNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | -6.77% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -5.35% | 21.08% |
SICNX Schwab International Core Equity Fund | -1.18% | 31.57% | 9.04% | 20.00% | -15.31% | 11.01% | 4.64% | 19.16% | -18.30% | 25.48% |
Returns By Period
In the year-to-date period, SWTSX achieves a -6.77% return, which is significantly lower than SICNX's -1.18% return. Over the past 10 years, SWTSX has outperformed SICNX with an annualized return of 13.21%, while SICNX has yielded a comparatively lower 8.05% annualized return.
SWTSX
- 1D
- -0.46%
- 1M
- -7.67%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.70%
- 3Y*
- 16.68%
- 5Y*
- 10.10%
- 10Y*
- 13.21%
SICNX
- 1D
- 0.00%
- 1M
- -11.74%
- YTD
- -1.18%
- 6M
- -0.46%
- 1Y
- 18.91%
- 3Y*
- 16.22%
- 5Y*
- 9.39%
- 10Y*
- 8.05%
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SWTSX vs. SICNX - Expense Ratio Comparison
SWTSX has a 0.03% expense ratio, which is lower than SICNX's 0.86% expense ratio.
Return for Risk
SWTSX vs. SICNX — Risk / Return Rank
SWTSX
SICNX
SWTSX vs. SICNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Total Stock Market Index Fund (SWTSX) and Schwab International Core Equity Fund (SICNX). 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.
| SWTSX | SICNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.99 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.34 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.40 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.04 | 5.20 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWTSX | SICNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.99 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.60 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.49 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.24 | +0.16 |
Correlation
The correlation between SWTSX and SICNX is 0.80, 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.
Dividends
SWTSX vs. SICNX - Dividend Comparison
SWTSX's dividend yield for the trailing twelve months is around 1.18%, while SICNX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
SICNX Schwab International Core Equity Fund | 0.00% | 0.00% | 2.61% | 2.67% | 3.42% | 2.86% | 1.03% | 3.56% | 2.86% | 2.61% | 2.50% | 2.04% |
Drawdowns
SWTSX vs. SICNX - Drawdown Comparison
The maximum SWTSX drawdown since its inception was -54.60%, roughly equal to the maximum SICNX drawdown of -55.78%. Use the drawdown chart below to compare losses from any high point for SWTSX and SICNX.
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Drawdown Indicators
| SWTSX | SICNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.60% | -55.78% | +1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.21% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -29.11% | +3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -40.62% | +5.61% |
Current DrawdownCurrent decline from peak | -8.88% | -11.74% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -12.28% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.30% | -0.74% |
Volatility
SWTSX vs. SICNX - Volatility Comparison
The current volatility for Schwab Total Stock Market Index Fund (SWTSX) is 4.45%, while Schwab International Core Equity Fund (SICNX) has a volatility of 7.41%. This indicates that SWTSX experiences smaller price fluctuations and is considered to be less risky than SICNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWTSX | SICNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 7.41% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 12.85% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 18.08% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 15.87% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 16.38% | +2.19% |