VOLT vs. SWVXX
VOLT (Tema Electrification ETF) and SWVXX (Schwab Prime Advantage Money Fund Investor Shares) are both funds - VOLT is a Global Equities fund actively managed by Tema, while SWVXX is a Money Market fund actively managed by Charles Schwab. Both are actively managed. Over the past year, VOLT returned 36.60% vs 3.44% for SWVXX. Their 0.01 correlation means their historical movements had little consistent relationship. VOLT charges 0.75%/yr vs 0.34%/yr for SWVXX.
Performance
VOLT vs. SWVXX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VOLT achieves a 28.30% return, which is significantly higher than SWVXX's 1.74% return.
VOLT
- 1D
- 1.62%
- 1M
- -8.10%
- 6M
- 15.18%
- YTD
- 28.30%
- 1Y
- 36.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 26.26%
SWVXX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.43%
- YTD
- 1.74%
- 1Y
- 3.44%
- 3Y*
- 4.27%
- 5Y*
- 3.06%
- 10Y*
- —
- ALL TIME*
- 2.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $11.21M | $11.77M | $15.67M |
VOLT vs. SWVXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
VOLT Tema Electrification ETF | 28.30% | 25.92% | -8.98% |
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 1.74% | 4.15% | 0.37% |
Correlation
The correlation between VOLT and SWVXX is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2024 | 0.01 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VOLT vs. SWVXX — Risk / Return Rank
VOLT
SWVXX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VOLT vs. SWVXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema Electrification ETF (VOLT) and Schwab Prime Advantage Money Fund Investor Shares (SWVXX). 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.
| VOLT | SWVXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.20 | ||
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.14 | — | — |
| Martin ratioReturn relative to average drawdown | 8.15 | — | — |
Loading charts...
Drawdowns
VOLT vs. SWVXX - Drawdown Comparison
The maximum VOLT drawdown since its inception was -23.40%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VOLT and SWVXX.
Loading charts...
Drawdown Indicators
| VOLT | SWVXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.40% | 0.00% | -23.40% |
Max Drawdown (1Y)Largest decline over 1 year | -17.22% | 0.00% | -17.22% |
Max Drawdown (3Y)Largest decline over 3 years | — | 0.00% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -11.75% | 0.00% | -11.75% |
Average DrawdownAverage peak-to-trough decline | -5.34% | 0.00% | -5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 0.00% | +4.50% |
Volatility
VOLT vs. SWVXX - Volatility Comparison
Tema Electrification ETF (VOLT) has a higher volatility of 9.95% compared to Schwab Prime Advantage Money Fund Investor Shares (SWVXX) at 0.00%. This indicates that VOLT's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VOLT | SWVXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.95% | 0.00% | +9.95% |
Volatility (6M)Calculated over the trailing 6-month period | 21.11% | 0.69% | +20.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.43% | 1.09% | +23.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.46% | 1.06% | +24.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.46% | 1.04% | +24.42% |
VOLT vs. SWVXX - Expense Ratio Comparison
VOLT has a 0.75% expense ratio, which is higher than SWVXX's 0.34% expense ratio.
Dividends
VOLT vs. SWVXX - Dividend Comparison
VOLT's dividend yield for the trailing twelve months is around 0.36%, less than SWVXX's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 3.38% | 4.06% | 5.02% | 4.23% |
VOLT Tema Electrification ETF | 0.36% | 0.46% | 0.01% | 0.00% |
Frequently Asked Questions
VOLT and SWVXX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOLT has higher volatility (9.95%) compared to SWVXX (0.00%). In terms of maximum drawdown, VOLT dropped -23.40% vs SWVXX's 0.00%.
SWVXX currently has the higher Sharpe Ratio (3.71 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VOLT and SWVXX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer