USIFX vs. SWISX
Compare and contrast key facts about USAA International Fund (USIFX) and Schwab International Index Fund (SWISX).
USIFX is managed by Victory Capital. It was launched on Jul 11, 1988. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIFX or SWISX.
Correlation
The correlation between USIFX and SWISX is 0.94, 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
USIFX vs. SWISX - Performance Comparison
Key characteristics
USIFX:
0.69
SWISX:
0.72
USIFX:
1.02
SWISX:
1.07
USIFX:
1.13
SWISX:
1.13
USIFX:
0.47
SWISX:
0.91
USIFX:
2.04
SWISX:
2.16
USIFX:
4.39%
SWISX:
4.39%
USIFX:
12.96%
SWISX:
13.10%
USIFX:
-56.30%
SWISX:
-60.65%
USIFX:
-10.58%
SWISX:
-4.47%
Returns By Period
In the year-to-date period, USIFX achieves a 4.68% return, which is significantly lower than SWISX's 5.44% return. Over the past 10 years, USIFX has underperformed SWISX with an annualized return of 1.45%, while SWISX has yielded a comparatively higher 5.54% annualized return.
USIFX
4.68%
3.92%
3.18%
9.04%
3.67%
1.45%
SWISX
5.44%
4.42%
4.54%
9.36%
5.98%
5.54%
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USIFX vs. SWISX - Expense Ratio Comparison
USIFX has a 1.02% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
USIFX vs. SWISX — Risk-Adjusted Performance Rank
USIFX
SWISX
USIFX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA International Fund (USIFX) and Schwab International Index Fund (SWISX). 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
USIFX vs. SWISX - Dividend Comparison
USIFX's dividend yield for the trailing twelve months is around 4.25%, more than SWISX's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIFX USAA International Fund | 4.25% | 4.45% | 1.87% | 1.52% | 1.85% | 1.91% | 2.83% | 1.68% | 1.89% | 1.55% | 1.37% | 1.79% |
SWISX Schwab International Index Fund | 3.12% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
USIFX vs. SWISX - Drawdown Comparison
The maximum USIFX drawdown since its inception was -56.30%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for USIFX and SWISX. For additional features, visit the drawdowns tool.
Volatility
USIFX vs. SWISX - Volatility Comparison
The current volatility for USAA International Fund (USIFX) is 3.87%, while Schwab International Index Fund (SWISX) has a volatility of 4.12%. This indicates that USIFX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.