SWTSX vs. SPY
Compare and contrast key facts about Schwab Total Stock Market Index Fund (SWTSX) and SPDR S&P 500 ETF (SPY).
SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWTSX or SPY.
Correlation
The correlation between SWTSX and SPY 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
SWTSX vs. SPY - Performance Comparison
Key characteristics
SWTSX:
0.48
SPY:
0.51
SWTSX:
0.80
SPY:
0.86
SWTSX:
1.12
SPY:
1.13
SWTSX:
0.49
SPY:
0.55
SWTSX:
1.99
SPY:
2.26
SWTSX:
4.79%
SPY:
4.55%
SWTSX:
19.78%
SPY:
20.08%
SWTSX:
-54.70%
SPY:
-55.19%
SWTSX:
-10.42%
SPY:
-9.89%
Returns By Period
In the year-to-date period, SWTSX achieves a -6.26% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, SWTSX has underperformed SPY with an annualized return of 11.04%, while SPY has yielded a comparatively higher 11.99% annualized return.
SWTSX
-6.26%
-3.39%
-4.55%
10.02%
15.50%
11.04%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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SWTSX vs. SPY - Expense Ratio Comparison
SWTSX has a 0.03% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWTSX vs. SPY — Risk-Adjusted Performance Rank
SWTSX
SPY
SWTSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Total Stock Market Index Fund (SWTSX) and SPDR S&P 500 ETF (SPY). 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
SWTSX vs. SPY - Dividend Comparison
SWTSX's dividend yield for the trailing twelve months is around 1.32%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | 1.32% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SWTSX vs. SPY - Drawdown Comparison
The maximum SWTSX drawdown since its inception was -54.70%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWTSX and SPY. For additional features, visit the drawdowns tool.
Volatility
SWTSX vs. SPY - Volatility Comparison
The current volatility for Schwab Total Stock Market Index Fund (SWTSX) is 14.33%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that SWTSX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.