USD=X vs. SWPPX
USD=X (USD Cash) is a currency, while SWPPX (Schwab S&P 500 Index Fund) is Large Cap Blend Equities fund tracking the S&P 500 Index. Over the past 10 years, USD=X returned 0.00%/yr vs 14.94%/yr for SWPPX.
Performance
USD=X vs. SWPPX - Performance Comparison
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Returns By Period
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
- ALL TIME*
- 0.00%
SWPPX
- 1D
- -1.19%
- 1M
- 0.74%
- 6M
- 7.73%
- YTD
- 8.89%
- 1Y
- 17.78%
- 3Y*
- 19.16%
- 5Y*
- 12.50%
- 10Y*
- 14.94%
- ALL TIME*
- 9.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 |
USD=X vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 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 | 8.89% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
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Return for Risk
USD=X vs. SWPPX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SWPPX
USD=X vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USD=X | SWPPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.02 | — |
| Martin ratioReturn relative to average drawdown | — | 8.76 | — |
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Drawdowns
USD=X vs. SWPPX - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for USD=X and SWPPX.
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Drawdown Indicators
| USD=X | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -55.06% | +55.06% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -8.89% | +8.89% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -18.74% | +18.74% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -24.51% | +24.51% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -33.80% | +33.80% |
Current DrawdownCurrent decline from peak | 0.00% | -2.50% | +2.50% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -9.91% | +9.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 2.04% | -2.04% |
Volatility
USD=X vs. SWPPX - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 2.96%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 2.96% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 9.90% | -9.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 12.72% | -12.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 17.02% | -17.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 18.22% | -18.22% |
Frequently Asked Questions
SWPPX has higher volatility (2.96%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs SWPPX's -55.06%.
Find the right allocation for USD=X and SWPPX
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