Compare/Updated Oct 26, 2026, refreshed every trading day
SWPPX vs FXAIX
Schwab S&P 500 Index Fund- Select Shares against Fidelity 500 Index Fund: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
FXAIX did better over the stated period: $1,000 invested on Oct 28, 2022 would be worth $2,023, versus $16,555 for SWPPX. However, the supplied figures contain an internal inconsistency: the reported 3-year return is -69.7% for SWPPX and +80.0% for FXAIX, while the investment-value figures imply very different results. The comparison therefore supports FXAIX only on the stated investment-value figures, not through a reconciled return calculation. Recent performance was otherwise similar: both returned 13.8% over one year, while SWPPX led over one, three, and six months. FXAIX had slightly lower 12-month volatility, 12.6% versus 12.8%, and a substantially smaller worst drawdown, -19.0% versus -83.7%. That risk difference matters because FXAIX’s reported results indicate materially better downside control, despite near-identical recent one-year performance.
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Head to head
Which has returned more, SWPPX or FXAIX?
SWPPX beat FXAIX in 23 of the last 48 months; FXAIX won the other 25. The typical monthly gap was 0.01 points.
Total return by period
Which is riskier?
SWPPX: Aug 14, 2025 to Mar 30, 2026; FXAIX: Feb 19, 2025 to Apr 8, 2025
- -0.002
- correlation of daily moves, 4 years
- -0.15
- SWPPX move per 1% in FXAIX
- 0.965
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.01 points.
When did they diverge?
| Month | SWPPX | FXAIX | Gap |
|---|---|---|---|
| January 2023 | +2169.0% | +6.3% | +2162.74 pts |
| December 2022 | +116.1% | -5.8% | +121.90 pts |
| August 2025 | -83.0% | +2.0% | -85.02 pts |
| December 2025 | -1.0% | -0.2% | -0.77 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with SWPPX and FXAIX?
- Price
- $19.70
- Price
- $264.99
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