SWVXX vs. VFIUX
Compare and contrast key facts about Schwab Value Advantage Money Fund (SWVXX) and Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX).
SWVXX is an actively managed fund by Charles Schwab. It was launched on Aug 27, 1993. VFIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
SWVXX vs. VFIUX - Performance Comparison
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SWVXX vs. VFIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SWVXX Schwab Value Advantage Money Fund | 0.57% | 4.15% | 5.16% | 5.04% | 0.00% | 0.00% |
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | -0.56% | 7.65% | 1.49% | 3.85% | -10.34% | -0.79% |
Returns By Period
In the year-to-date period, SWVXX achieves a 0.57% return, which is significantly higher than VFIUX's -0.56% return.
SWVXX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.57%
- 6M
- 1.55%
- 1Y
- 3.68%
- 3Y*
- 4.68%
- 5Y*
- —
- 10Y*
- —
VFIUX
- 1D
- 0.51%
- 1M
- -2.26%
- YTD
- -0.56%
- 6M
- 0.62%
- 1Y
- 3.72%
- 3Y*
- 3.13%
- 5Y*
- 0.32%
- 10Y*
- 1.38%
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SWVXX vs. VFIUX - Expense Ratio Comparison
SWVXX has a 0.34% expense ratio, which is higher than VFIUX's 0.10% expense ratio.
Return for Risk
SWVXX vs. VFIUX — Risk / Return Rank
SWVXX
VFIUX
SWVXX vs. VFIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Value Advantage Money Fund (SWVXX) and Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX). 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 | VFIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.69 | 1.00 | +2.69 |
Sortino ratioReturn per unit of downside risk | — | 1.52 | — |
Omega ratioGain probability vs. loss probability | — | 1.18 | — |
Calmar ratioReturn relative to maximum drawdown | — | 1.73 | — |
Martin ratioReturn relative to average drawdown | — | 5.33 | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWVXX | VFIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.69 | 1.00 | +2.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.88 | 0.69 | +2.19 |
Correlation
The correlation between SWVXX and VFIUX is 0.08, 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.
Dividends
SWVXX vs. VFIUX - Dividend Comparison
SWVXX's dividend yield for the trailing twelve months is around 3.61%, less than VFIUX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWVXX Schwab Value Advantage Money Fund | 3.61% | 4.06% | 5.02% | 4.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | 3.68% | 3.99% | 4.16% | 3.25% | 2.07% | 1.07% | 4.94% | 2.40% | 2.44% | 1.86% | 2.87% | 2.60% |
Drawdowns
SWVXX vs. VFIUX - Drawdown Comparison
The maximum SWVXX drawdown since its inception was 0.00%, smaller than the maximum VFIUX drawdown of -15.41%. Use the drawdown chart below to compare losses from any high point for SWVXX and VFIUX.
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Drawdown Indicators
| SWVXX | VFIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -15.41% | +15.41% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -2.85% | +2.85% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.88% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.41% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.26% | +2.26% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -2.80% | +2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 0.92% | -0.92% |
Volatility
SWVXX vs. VFIUX - Volatility Comparison
The current volatility for Schwab Value Advantage Money Fund (SWVXX) is 0.00%, while Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) has a volatility of 1.48%. This indicates that SWVXX experiences smaller price fluctuations and is considered to be less risky than VFIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWVXX | VFIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 1.48% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 0.75% | 2.58% | -1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.14% | 4.31% | -3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.09% | 5.59% | -4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.09% | 4.66% | -3.57% |