TOST vs. SWPPX
Compare and contrast key facts about Toast, Inc. (TOST) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOST or SWPPX.
Key characteristics
| TOST | SWPPX | |
|---|---|---|
| YTD Return | 43.43% | 19.10% |
| 1Y Return | 25.91% | 26.66% |
| Sharpe Ratio | 0.53 | 2.16 |
| Daily Std Dev | 51.08% | 12.85% |
| Max Drawdown | -80.56% | -55.06% |
| Current Drawdown | -59.84% | -0.50% |
Correlation
The correlation between TOST and SWPPX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TOST vs. SWPPX - Performance Comparison
In the year-to-date period, TOST achieves a 43.43% return, which is significantly higher than SWPPX's 19.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TOST vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Toast, Inc. (TOST) and Schwab S&P 500 Index Fund (SWPPX). 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.
Dividends
TOST vs. SWPPX - Dividend Comparison
TOST has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOST Toast, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
Drawdowns
TOST vs. SWPPX - Drawdown Comparison
The maximum TOST drawdown since its inception was -80.56%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for TOST and SWPPX. For additional features, visit the drawdowns tool.
Volatility
TOST vs. SWPPX - Volatility Comparison
Toast, Inc. (TOST) has a higher volatility of 11.73% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.34%. This indicates that TOST's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.