SWVXX vs. SCHI
Compare and contrast key facts about Schwab Value Advantage Money Fund (SWVXX) and Schwab 5-10 Year Corporate Bond ETF (SCHI).
SCHI is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Credit - Corporate (5-10 Y). It was launched on Oct 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWVXX or SCHI.
Correlation
The correlation between SWVXX and SCHI is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWVXX vs. SCHI - Performance Comparison
Key characteristics
SWVXX:
3.56
SCHI:
1.74
SWVXX:
0.00%
SCHI:
1.71%
SWVXX:
1.30%
SCHI:
5.66%
SWVXX:
0.00%
SCHI:
-19.52%
SWVXX:
0.00%
SCHI:
-0.58%
Returns By Period
In the year-to-date period, SWVXX achieves a 1.03% return, which is significantly lower than SCHI's 2.77% return.
SWVXX
1.03%
0.33%
2.00%
4.64%
2.56%
1.74%
SCHI
2.77%
0.76%
2.04%
10.14%
2.79%
N/A
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Risk-Adjusted Performance
SWVXX vs. SCHI — Risk-Adjusted Performance Rank
SWVXX
SCHI
SWVXX vs. SCHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Value Advantage Money Fund (SWVXX) and Schwab 5-10 Year Corporate Bond ETF (SCHI). 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.
Drawdowns
SWVXX vs. SCHI - Drawdown Comparison
The maximum SWVXX drawdown since its inception was 0.00%, smaller than the maximum SCHI drawdown of -19.52%. Use the drawdown chart below to compare losses from any high point for SWVXX and SCHI. For additional features, visit the drawdowns tool.
Volatility
SWVXX vs. SCHI - Volatility Comparison
The current volatility for Schwab Value Advantage Money Fund (SWVXX) is 0.33%, while Schwab 5-10 Year Corporate Bond ETF (SCHI) has a volatility of 2.76%. This indicates that SWVXX experiences smaller price fluctuations and is considered to be less risky than SCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.