Compare/Updated Oct 26, 2026, refreshed every trading day
SCHB vs SWTSX
Schwab U.S. Broad Market ETF against Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHB did better over the stated period: $1,000 invested on October 28, 2022 would be worth $2,019 today, versus $1,996 for SWTSX. SCHB’s total return was 101.9%, compared with 99.6% for SWTSX, a 2.3-point advantage. The difference was modest: both funds had identical 1-month and 3-month returns, while SCHB led slightly over six months, YTD, and one year. SCHB also had marginally lower 12-month volatility at 13.0% versus 13.1%, and its reported worst drawdown was -19.4% versus -86.0% for SWTSX. However, the drawdown periods differ, so that comparison should be interpreted cautiously. SCHB’s 0.03% expense ratio and $44B in assets may also matter for cost and scale. Overall, SCHB was the better performer with slightly lower reported risk, but the typical monthly performance gap was only 0.04 points.
- 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 SWTSX?
SCHB beat SWTSX in 24 of the last 48 months; SWTSX won the other 24. The typical monthly gap was 0.04 points.
Total return by period
Which is riskier?
SCHB: Feb 19, 2025 to Apr 8, 2025; SWTSX: Aug 13, 2025 to Mar 30, 2026
- 0.036
- correlation of daily moves, 4 years
- 0.00
- SCHB move per 1% in SWTSX
- 0.914
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.04 points.
When did they diverge?
| Month | SCHB | SWTSX | Gap |
|---|---|---|---|
| January 2023 | +6.8% | +648.6% | -641.82 pts |
| August 2025 | +2.3% | -85.4% | +87.72 pts |
| December 2025 | -0.0% | -1.1% | +1.05 pts |
| December 2022 | -5.8% | -5.9% | +0.16 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 SWTSX?
- Price
- $18.38
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