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 0.97, 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:
1.64
SPY:
1.75
SWTSX:
2.23
SPY:
2.36
SWTSX:
1.30
SPY:
1.32
SWTSX:
2.51
SPY:
2.66
SWTSX:
9.98
SPY:
11.01
SWTSX:
2.17%
SPY:
2.03%
SWTSX:
13.19%
SPY:
12.77%
SWTSX:
-54.70%
SPY:
-55.19%
SWTSX:
-2.39%
SPY:
-2.12%
Returns By Period
In the year-to-date period, SWTSX achieves a 2.15% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, SWTSX has underperformed SPY with an annualized return of 12.06%, while SPY has yielded a comparatively higher 12.96% annualized return.
SWTSX
2.15%
-1.58%
7.32%
19.18%
13.39%
12.06%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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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 1.21%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | 1.21% | 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 | 1.18% | 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
Schwab Total Stock Market Index Fund (SWTSX) has a higher volatility of 3.55% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that SWTSX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.