SWVXX vs. VMFXX

In the year-to-date period, SWVXX achieves a 1.03% return, which is significantly higher than VMFXX's 0.69% return. Both investments have delivered pretty close results over the past 10 years, with SWVXX having a 1.73% annualized return and VMFXX not far behind at 1.72%.

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This table presents a comparison of risk-adjusted performance metrics for Schwab Value Advantage Money Fund (SWVXX) and Vanguard Federal Money Market Fund (VMFXX). 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 3.38, which is comparable to the VMFXX Sharpe Ratio of 3.28. The chart below compares the historical Sharpe Ratios of SWVXX and VMFXX, 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%, which is greater than VMFXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SWVXX and VMFXX.

The current volatility for Schwab Value Advantage Money Fund (SWVXX) is 0.00%, while Vanguard Federal Money Market Fund (VMFXX) has a volatility of 0.00%. This indicates that SWVXX experiences smaller price fluctuations and is considered to be less risky than VMFXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.