Performance
SWTSX vs. SWPPX - Performance Comparison
In the year-to-date period, SWTSX achieves a 17.62% return, which is significantly lower than SWPPX's 19.10% return. Over the past 10 years, SWTSX has underperformed SWPPX with an annualized return of 12.26%, while SWPPX has yielded a comparatively higher 12.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SWTSX
SWPPX
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SWTSX vs. SWPPX - Expense Ratio Comparison
SWTSX has a 0.03% expense ratio, which is higher than SWPPX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWTSX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Total Stock Market Index Fund (SWTSX) 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.
SWTSX vs. SWPPX - Sharpe Ratio Comparison
The current SWTSX Sharpe Ratio is 2.03, which roughly equals the SWPPX Sharpe Ratio of 2.16. The chart below compares the 12-month rolling Sharpe Ratio of SWTSX and SWPPX.
SWTSX
SWPPX
Dividends
SWTSX vs. SWPPX - Dividend Comparison
SWTSX's dividend yield for the trailing twelve months is around 1.19%, which matches SWPPX's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWTSX Schwab Total Stock Market Index Fund | 1.19% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% | 2.23% | 1.95% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
Drawdowns
SWTSX vs. SWPPX - Drawdown Comparison
The maximum SWTSX drawdown since its inception was -54.60%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWTSX and SWPPX. For additional features, visit the drawdowns tool.
SWTSX
SWPPX
Volatility
SWTSX vs. SWPPX - Volatility Comparison
Schwab Total Stock Market Index Fund (SWTSX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 4.47% and 4.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
SWTSX
SWPPX
