Compare/Updated Oct 26, 2026, refreshed every trading day
SCHB vs SWPPX
Schwab U.S. Broad Market ETF against Schwab S&P 500 Index Fund- Select Shares: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
Based on the stated 1,000-day outcome, SWPPX did better: $1,000 grew to $16,555 (+1,555.5%), versus $2,019 (+101.9%) for SCHB. This matters because SWPPX delivered the much higher cumulative return, although the comparison also shows substantially greater risk: its worst drawdown was -83.7%, compared with -19.4% for SCHB. Recent 12-month volatility was similar, at 12.8% for SWPPX and 13.0% for SCHB. The figures supplied contain a notable inconsistency: SWPPX’s reported three-year return is -69.7% despite the much higher stated 1,000-day result. Therefore, the performance conclusion applies specifically to the stated 1,000-day figures.
- Price is above its 200-day average ($28); 50-day at $30.
- RSI 42, neutral. Supertrend says sell. ADX 15, so the trend is weak.
- Technical indicators are not available for this ticker yet.
Head to head
Which has returned more, SCHB or SWPPX?
SCHB beat SWPPX in 23 of the last 48 months; SWPPX won the other 25. The typical monthly gap was 0.20 points.
Total return by period
Which is riskier?
SCHB: Feb 19, 2025 to Apr 8, 2025; SWPPX: Aug 14, 2025 to Mar 30, 2026
- -0.003
- correlation of daily moves, 4 years
- 0.00
- SCHB move per 1% in SWPPX
- 0.898
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.20 points.
When did they diverge?
| Month | SCHB | SWPPX | Gap |
|---|---|---|---|
| January 2023 | +6.8% | +2169.0% | -2162.21 pts |
| December 2022 | -5.8% | +116.1% | -121.89 pts |
| August 2025 | +2.3% | -83.0% | +85.32 pts |
| March 2023 | +2.6% | +3.7% | -1.05 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 SCHB and SWPPX?
- Price
- $19.70
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