ZM vs. SWPPX
Compare and contrast key facts about Zoom Video Communications, Inc. (ZM) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZM or SWPPX.
Correlation
The correlation between ZM and SWPPX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ZM vs. SWPPX - Performance Comparison
Key characteristics
ZM:
0.93
SWPPX:
0.55
ZM:
1.45
SWPPX:
0.90
ZM:
1.19
SWPPX:
1.13
ZM:
0.33
SWPPX:
0.58
ZM:
3.08
SWPPX:
2.23
ZM:
9.69%
SWPPX:
4.82%
ZM:
33.69%
SWPPX:
19.34%
ZM:
-90.27%
SWPPX:
-55.06%
ZM:
-85.88%
SWPPX:
-7.58%
Returns By Period
In the year-to-date period, ZM achieves a -1.67% return, which is significantly higher than SWPPX's -3.30% return.
ZM
-1.67%
20.31%
0.07%
31.06%
-12.42%
N/A
SWPPX
-3.30%
13.73%
-4.57%
10.62%
15.87%
12.14%
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Risk-Adjusted Performance
ZM vs. SWPPX — Risk-Adjusted Performance Rank
ZM
SWPPX
ZM vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zoom Video Communications, Inc. (ZM) 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.
Dividends
ZM vs. SWPPX - Dividend Comparison
ZM has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZM Zoom Video Communications, Inc. | 0.00% | 0.00% | 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 | 1.27% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
ZM vs. SWPPX - Drawdown Comparison
The maximum ZM drawdown since its inception was -90.27%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ZM and SWPPX. For additional features, visit the drawdowns tool.
Volatility
ZM vs. SWPPX - Volatility Comparison
The current volatility for Zoom Video Communications, Inc. (ZM) is 9.67%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 11.18%. This indicates that ZM 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.