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 61.18%/yr for MU. Their -0.03 correlation means they have often moved in opposite directions in the past.
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 188.53% return.
SWVXX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.43%
- YTD
- 1.74%
- 1Y
- 3.44%
- 3Y*
- 4.27%
- 5Y*
- 3.06%
- 10Y*
- —
- ALL TIME*
- 2.95%
MU
- 1D
- -5.90%
- 1M
- -20.26%
- 6M
- 98.49%
- YTD
- 188.53%
- 1Y
- 655.32%
- 3Y*
- 127.41%
- 5Y*
- 61.18%
- 10Y*
- 51.33%
- ALL TIME*
- 17.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.28B | $42.78B | $49.13B | |
| $0.00 | $0.00 | $0.00 |
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. | 188.53% | 240.24% | -0.96% | 71.93% | -45.93% | 12.64% |
Correlation
The correlation between SWVXX and MU is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.02 |
Correlation (3Y) Balances recent behavior with more history. | -0.06 |
Correlation (5Y) Shows whether the relationship held over a longer 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 | -4.47 | ||
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.63 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 16.92 | — |
| Martin ratioReturn relative to average drawdown | — | 64.08 | — |
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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% | -39.10% | +39.10% |
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% | -32.17% | +32.17% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -58.02% | +58.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 10.31% | -10.31% |
Volatility
SWVXX vs. MU - Volatility Comparison
The current volatility for Schwab Prime Advantage Money Fund Investor Shares (SWVXX) is 0.00%, while Micron Technology, Inc. (MU) has a volatility of 31.11%. 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 | 0.00% | 31.11% | -31.11% |
Volatility (6M)Calculated over the trailing 6-month period | 0.69% | 67.64% | -66.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.09% | 81.13% | -80.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.06% | 56.32% | -55.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.04% | 51.42% | -50.38% |
Dividends
SWVXX vs. MU - Dividend Comparison
SWVXX's dividend yield for the trailing twelve months is around 3.38%, more than MU's 0.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
MU Micron Technology, Inc. | 0.06% | 0.16% | 0.55% | 0.54% | 0.89% | 0.21% |
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 3.38% | 4.06% | 5.02% | 4.23% | 0.00% | 0.00% |
Frequently Asked Questions
SWVXX and MU have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MU has higher volatility (31.11%) compared to SWVXX (0.00%). In terms of maximum drawdown, SWVXX dropped 0.00% vs MU's -98.25%.
MU currently has the higher Sharpe Ratio (8.17 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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