SWVXX vs. VMFXX
Compare and contrast key facts about Schwab Value Advantage Money Fund (SWVXX) and Vanguard Federal Money Market Fund (VMFXX).
VMFXX is managed by Vanguard. It was launched on Sep 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWVXX or VMFXX.
Correlation
The correlation between SWVXX and VMFXX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SWVXX vs. VMFXX - Performance Comparison
Key characteristics
SWVXX:
3.56
VMFXX:
3.44
SWVXX:
0.00%
VMFXX:
0.00%
SWVXX:
1.30%
VMFXX:
1.34%
SWVXX:
0.00%
VMFXX:
0.00%
SWVXX:
0.00%
VMFXX:
0.00%
Returns By Period
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 1.74% annualized return and VMFXX not far behind at 1.72%.
SWVXX
1.03%
0.33%
2.00%
4.64%
2.56%
1.74%
VMFXX
0.69%
0.00%
1.87%
4.60%
2.52%
1.72%
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Risk-Adjusted Performance
SWVXX vs. VMFXX - Risk-Adjusted Performance Comparison
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.
Drawdowns
SWVXX vs. VMFXX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
SWVXX vs. VMFXX - Volatility Comparison
Schwab Value Advantage Money Fund (SWVXX) has a higher volatility of 0.33% compared to Vanguard Federal Money Market Fund (VMFXX) at 0.00%. This indicates that SWVXX's price experiences larger fluctuations and is considered to be riskier than VMFXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.