SWVXX vs. MU
SWVXX (Schwab Prime Advantage Money Fund Investor Shares) is Money Market fund actively managed by Charles Schwab, while MU (Micron Technology, Inc.) is a stock. Over the past 5 years, SWVXX returned 3.06%/yr vs 66.39%/yr for MU. At a correlation of -0.03, they often move in opposite directions.
Performance
SWVXX vs. MU - Performance Comparison
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Returns By Period
In the year-to-date period, SWVXX achieves a 1.74% return, which is significantly lower than MU's 243.32% return.
SWVXX
- 1D
- 0.00%
- 1M
- 0.29%
- 6M
- 1.74%
- YTD
- 1.74%
- 1Y
- 3.80%
- 3Y*
- 4.42%
- 5Y*
- 3.06%
- 10Y*
- —
MU
- 1D
- -1.24%
- 1M
- -1.65%
- 6M
- 183.94%
- YTD
- 243.32%
- 1Y
- 687.66%
- 3Y*
- 149.71%
- 5Y*
- 66.39%
- 10Y*
- 54.18%
SWVXX vs. MU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 1.74% | 4.15% | 5.16% | 4.33% | 0.00% | 0.00% |
MU Micron Technology, Inc. | 243.32% | 240.24% | -0.96% | 71.93% | -45.93% | 12.64% |
Correlation
The correlation between SWVXX and MU is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since May 25, 2021 | -0.03 |
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Return for Risk
SWVXX vs. MU — Risk / Return Rank
SWVXX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MU
SWVXX vs. MU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Prime Advantage Money Fund Investor Shares (SWVXX) and Micron Technology, Inc. (MU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SWVXX | MU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.59 | ||
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.69 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 23.23 | — |
| Martin ratioReturn relative to average drawdown | — | 83.25 | — |
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Drawdowns
SWVXX vs. MU - Drawdown Comparison
The maximum SWVXX drawdown since its inception was 0.00%, smaller than the maximum MU drawdown of -98.25%. Use the drawdown chart below to compare losses from any high point for SWVXX and MU.
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Drawdown Indicators
| SWVXX | MU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -98.25% | +98.25% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -30.28% | +30.28% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -57.63% | +57.63% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -57.63% | +57.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.63% | — |
Current DrawdownCurrent decline from peak | 0.00% | -19.29% | +19.29% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -58.07% | +58.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 8.43% | -8.43% |
Volatility
SWVXX vs. MU - Volatility Comparison
The current volatility for Schwab Prime Advantage Money Fund Investor Shares (SWVXX) is 0.29%, while Micron Technology, Inc. (MU) has a volatility of 33.63%. This indicates that SWVXX experiences smaller price fluctuations and is considered to be less risky than MU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWVXX | MU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.29% | 33.63% | -33.34% |
Volatility (6M)Calculated over the trailing 6-month period | 0.75% | 62.19% | -61.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.09% | 75.68% | -74.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.06% | 54.75% | -53.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.04% | 50.65% | -49.61% |
Dividends
SWVXX vs. MU - Dividend Comparison
SWVXX's dividend yield for the trailing twelve months is around 3.73%, more than MU's 0.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
MU Micron Technology, Inc. | 0.05% | 0.16% | 0.55% | 0.54% | 0.89% | 0.21% |
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 3.73% | 4.06% | 5.02% | 4.23% | 0.00% | 0.00% |
Frequently Asked Questions
SWVXX and MU have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MU has higher volatility (33.63%) compared to SWVXX (0.29%). In terms of maximum drawdown, SWVXX dropped 0.00% vs MU's -98.25%.
MU currently has the higher Sharpe Ratio (9.29 vs 3.71), 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.
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