SWVXX vs. BIL

In the year-to-date period, SWVXX achieves a 1.03% return, which is significantly lower than BIL's 1.56% return. Both investments have delivered pretty close results over the past 10 years, with SWVXX having a 1.73% annualized return and BIL not far ahead at 1.77%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Schwab Value Advantage Money Fund (SWVXX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). 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.

The current SWVXX Sharpe Ratio is 3.38, which is lower than the BIL Sharpe Ratio of 20.56. The chart below compares the historical Sharpe Ratios of SWVXX and BIL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum SWVXX drawdown since its inception was 0.00%, smaller than the maximum BIL drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for SWVXX and BIL. For additional features, visit the drawdowns tool.

The current volatility for Schwab Value Advantage Money Fund (SWVXX) is 0.00%, while SPDR Barclays 1-3 Month T-Bill ETF (BIL) has a volatility of 0.07%. This indicates that SWVXX experiences smaller price fluctuations and is considered to be less risky than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.