TWEBX vs. SCHB
Compare and contrast key facts about Tweedy, Browne Value Fund (TWEBX) and Schwab U.S. Broad Market ETF (SCHB).
TWEBX is managed by Tweedy, Browne. It was launched on Dec 7, 1993. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWEBX or SCHB.
Correlation
The correlation between TWEBX and SCHB is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TWEBX vs. SCHB - Performance Comparison
Key characteristics
TWEBX:
-0.29
SCHB:
1.66
TWEBX:
-0.26
SCHB:
2.24
TWEBX:
0.95
SCHB:
1.31
TWEBX:
-0.14
SCHB:
2.54
TWEBX:
-0.64
SCHB:
10.03
TWEBX:
6.27%
SCHB:
2.16%
TWEBX:
13.76%
SCHB:
13.08%
TWEBX:
-56.95%
SCHB:
-35.27%
TWEBX:
-23.43%
SCHB:
-2.40%
Returns By Period
In the year-to-date period, TWEBX achieves a 5.88% return, which is significantly higher than SCHB's 2.11% return. Over the past 10 years, TWEBX has underperformed SCHB with an annualized return of -1.27%, while SCHB has yielded a comparatively higher 12.41% annualized return.
TWEBX
5.88%
2.71%
-9.61%
-4.44%
-0.74%
-1.27%
SCHB
2.11%
-1.53%
7.37%
19.26%
13.53%
12.41%
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TWEBX vs. SCHB - Expense Ratio Comparison
TWEBX has a 1.40% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
TWEBX vs. SCHB — Risk-Adjusted Performance Rank
TWEBX
SCHB
TWEBX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne Value Fund (TWEBX) and Schwab U.S. Broad Market ETF (SCHB). 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
TWEBX vs. SCHB - Dividend Comparison
TWEBX's dividend yield for the trailing twelve months is around 1.34%, more than SCHB's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEBX Tweedy, Browne Value Fund | 1.34% | 1.41% | 1.06% | 1.02% | 0.92% | 0.65% | 1.00% | 1.37% | 0.78% | 0.91% | 1.08% | 1.21% |
SCHB Schwab U.S. Broad Market ETF | 1.22% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
TWEBX vs. SCHB - Drawdown Comparison
The maximum TWEBX drawdown since its inception was -56.95%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for TWEBX and SCHB. For additional features, visit the drawdowns tool.
Volatility
TWEBX vs. SCHB - Volatility Comparison
The current volatility for Tweedy, Browne Value Fund (TWEBX) is 2.84%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 3.49%. This indicates that TWEBX experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.