SWTSX vs. SWLGX
Compare and contrast key facts about Schwab Total Stock Market Index Fund (SWTSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
SWTSX vs. SWLGX - Performance Comparison
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SWTSX vs. SWLGX - 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% | -0.15% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SWTSX achieves a -6.77% return, which is significantly higher than SWLGX's -13.06% 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%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
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SWTSX vs. SWLGX - Expense Ratio Comparison
SWTSX has a 0.03% expense ratio, which is lower than SWLGX's 0.04% 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%.
Return for Risk
SWTSX vs. SWLGX — Risk / Return Rank
SWTSX
SWLGX
SWTSX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Total Stock Market Index Fund (SWTSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.66 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.10 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.72 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.04 | 2.51 | +2.53 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.66 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.56 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.68 | -0.28 |
Correlation
The correlation between SWTSX and SWLGX is 0.94, 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. SWLGX - Dividend Comparison
SWTSX's dividend yield for the trailing twelve months is around 1.18%, more than SWLGX's 0.52% yield.
| 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWTSX vs. SWLGX - Drawdown Comparison
The maximum SWTSX drawdown since its inception was -54.60%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SWTSX and SWLGX.
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Drawdown Indicators
| SWTSX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.60% | -32.69% | -21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -16.16% | +3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -32.69% | +7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | — | — |
Current DrawdownCurrent decline from peak | -8.88% | -16.16% | +7.28% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -7.13% | -3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 4.62% | -2.06% |
Volatility
SWTSX vs. SWLGX - Volatility Comparison
The current volatility for Schwab Total Stock Market Index Fund (SWTSX) is 4.45%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that SWTSX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWTSX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.38% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 11.82% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 22.31% | -3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 21.47% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 22.78% | -4.21% |