SWVXX vs. SHV

In the year-to-date period, SWVXX achieves a 1.03% return, which is significantly lower than SHV's 1.33% return. Both investments have delivered pretty close results over the past 10 years, with SWVXX having a 1.74% annualized return and SHV not far ahead at 1.82%.

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 iShares Short Treasury Bond ETF (SHV). 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 3.56, which is lower than the SHV Sharpe Ratio of 21.19. The chart below compares the historical Sharpe Ratios of SWVXX and SHV, 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 SHV drawdown of -0.46%. Use the drawdown chart below to compare losses from any high point for SWVXX and SHV. For additional features, visit the drawdowns tool.

Schwab Value Advantage Money Fund (SWVXX) has a higher volatility of 0.33% compared to iShares Short Treasury Bond ETF (SHV) at 0.07%. This indicates that SWVXX's price experiences larger fluctuations and is considered to be riskier than SHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.