SWTSX vs. SWLSX
Compare and contrast key facts about Schwab Total Stock Market Index Fund (SWTSX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWTSX vs. SWLSX - Performance Comparison
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SWTSX vs. SWLSX - 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% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWTSX achieves a -6.77% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWTSX has underperformed SWLSX with an annualized return of 13.21%, while SWLSX has yielded a comparatively higher 14.02% 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%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWTSX vs. SWLSX - Expense Ratio Comparison
SWTSX has a 0.03% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWTSX vs. SWLSX — Risk / Return Rank
SWTSX
SWLSX
SWTSX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Total Stock Market Index Fund (SWTSX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.69 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.14 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.78 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.04 | 2.74 | +2.30 |
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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.69 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.55 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.68 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.51 | -0.11 |
Correlation
The correlation between SWTSX and SWLSX is 0.95, 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. SWLSX - Dividend Comparison
SWTSX's dividend yield for the trailing twelve months is around 1.18%, less than SWLSX's 1.34% 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% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWTSX vs. SWLSX - Drawdown Comparison
The maximum SWTSX drawdown since its inception was -54.60%, which is greater than SWLSX's maximum drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWTSX and SWLSX.
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Drawdown Indicators
| SWTSX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.60% | -49.89% | -4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -16.17% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -31.32% | +5.92% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -31.32% | -3.69% |
Current DrawdownCurrent decline from peak | -8.88% | -16.17% | +7.29% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -7.98% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 4.57% | -2.01% |
Volatility
SWTSX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Total Stock Market Index Fund (SWTSX) is 4.45%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWTSX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWTSX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.73% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 12.41% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 22.60% | -4.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 20.97% | -3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 20.76% | -2.19% |