WHGSX vs. SWSSX
Compare and contrast key facts about Westwood Quality SmallCap Fund (WHGSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
WHGSX is managed by Westwood. It was launched on Apr 2, 2007. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
WHGSX vs. SWSSX - Performance Comparison
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WHGSX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGSX Westwood Quality SmallCap Fund | 1.83% | -0.12% | 4.75% | 17.16% | -12.42% | 27.94% | 2.16% | 27.13% | -14.25% | 12.38% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, WHGSX achieves a 1.83% return, which is significantly higher than SWSSX's -2.49% return. Over the past 10 years, WHGSX has underperformed SWSSX with an annualized return of 8.40%, while SWSSX has yielded a comparatively higher 9.50% annualized return.
WHGSX
- 1D
- -0.51%
- 1M
- -6.76%
- YTD
- 1.83%
- 6M
- -0.89%
- 1Y
- 8.97%
- 3Y*
- 6.67%
- 5Y*
- 3.65%
- 10Y*
- 8.40%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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WHGSX vs. SWSSX - Expense Ratio Comparison
WHGSX has a 0.92% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
WHGSX vs. SWSSX — Risk / Return Rank
WHGSX
SWSSX
WHGSX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Quality SmallCap Fund (WHGSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| WHGSX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.91 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.40 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.33 | -0.70 |
Martin ratioReturn relative to average drawdown | 1.96 | 5.02 | -3.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WHGSX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.91 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.14 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.33 | -0.05 |
Correlation
The correlation between WHGSX and SWSSX 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.
Dividends
WHGSX vs. SWSSX - Dividend Comparison
WHGSX's dividend yield for the trailing twelve months is around 6.00%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGSX Westwood Quality SmallCap Fund | 6.00% | 6.11% | 6.37% | 4.06% | 3.67% | 4.69% | 0.65% | 1.04% | 7.20% | 7.25% | 0.52% | 0.41% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
WHGSX vs. SWSSX - Drawdown Comparison
The maximum WHGSX drawdown since its inception was -56.51%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for WHGSX and SWSSX.
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Drawdown Indicators
| WHGSX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -60.34% | +3.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -13.90% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -31.93% | +5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -42.94% | -41.81% | -1.13% |
Current DrawdownCurrent decline from peak | -8.51% | -11.00% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -10.78% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 3.68% | +1.05% |
Volatility
WHGSX vs. SWSSX - Volatility Comparison
The current volatility for Westwood Quality SmallCap Fund (WHGSX) is 5.18%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that WHGSX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHGSX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 6.59% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 14.12% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.16% | 23.11% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.14% | 22.57% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 24.03% | -1.98% |