SWVXX vs. DXYZ
SWVXX (Schwab Prime Advantage Money Fund Investor Shares) is Money Market fund actively managed by Charles Schwab, while DXYZ (Destiny Tech100 Inc) is a stock. Over the past year, SWVXX returned 3.85% vs -1.28% for DXYZ. At a correlation of -0.02, they often move in opposite directions.
Performance
SWVXX vs. DXYZ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SWVXX achieves a 1.45% return, which is significantly lower than DXYZ's 28.08% return.
SWVXX
- 1D
- 0.00%
- 1M
- 0.29%
- YTD
- 1.45%
- 6M
- 1.77%
- 1Y
- 3.85%
- 3Y*
- 4.71%
- 5Y*
- 3.14%
- 10Y*
- —
DXYZ
- 1D
- -6.13%
- 1M
- -28.15%
- YTD
- 28.08%
- 6M
- 42.86%
- 1Y
- -1.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SWVXX vs. DXYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 1.45% | 4.15% | 4.02% |
DXYZ Destiny Tech100 Inc | 28.08% | -47.96% | 554.00% |
Correlation
The correlation between SWVXX and DXYZ is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | -0.02 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SWVXX vs. DXYZ — Risk / Return Rank
SWVXX
DXYZ
SWVXX vs. DXYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Prime Advantage Money Fund Investor Shares (SWVXX) and Destiny Tech100 Inc (DXYZ). 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.
| SWVXX | DXYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.72 | ||
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.09 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.03 | — |
| Martin ratioReturn relative to average drawdown | — | -0.04 | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SWVXX | DXYZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.71 | -0.01 | +3.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.95 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.94 | 0.58 | +2.36 |
Drawdowns
SWVXX vs. DXYZ - Drawdown Comparison
The maximum SWVXX drawdown since its inception was 0.00%, smaller than the maximum DXYZ drawdown of -90.35%. Use the drawdown chart below to compare losses from any high point for SWVXX and DXYZ.
Loading charts...
Drawdown Indicators
| SWVXX | DXYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -90.35% | +90.35% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -51.30% | +51.30% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -60.69% | +60.69% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -68.51% | +68.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 32.50% | -32.50% |
Volatility
SWVXX vs. DXYZ - Volatility Comparison
The current volatility for Schwab Prime Advantage Money Fund Investor Shares (SWVXX) is 0.29%, while Destiny Tech100 Inc (DXYZ) has a volatility of 61.59%. This indicates that SWVXX experiences smaller price fluctuations and is considered to be less risky than DXYZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SWVXX | DXYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.29% | 61.59% | -61.30% |
Volatility (6M)Calculated over the trailing 6-month period | 0.76% | 80.50% | -79.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.10% | 97.95% | -96.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.09% | 164.89% | -163.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.09% | 164.89% | -163.80% |
Dividends
SWVXX vs. DXYZ - Dividend Comparison
SWVXX's dividend yield for the trailing twelve months is around 3.77%, while DXYZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DXYZ Destiny Tech100 Inc | 0.00% | 0.00% | 0.00% | 0.00% |
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 3.77% | 4.06% | 5.02% | 4.91% |
Frequently Asked Questions
SWVXX and DXYZ have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (61.59%) compared to SWVXX (0.29%). In terms of maximum drawdown, SWVXX dropped 0.00% vs DXYZ's -90.35%.
SWVXX currently has the higher Sharpe Ratio (3.71 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SWVXX and DXYZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer