Compare/Updated Oct 26, 2026, refreshed every trading day
SCHD vs SWPPX
Schwab U.S. Dividend Equity 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.
SWPPX did far better over the stated period: $1,000 invested on October 28, 2022 would be worth $16,555 today, versus $1,649 for SCHD. SWPPX also won 29 of the last 48 months, while SCHD won 19. However, SWPPX carried higher risk, with 12.8% volatility versus 11.3% for SCHD and a much deeper worst drawdown of -83.7% versus -16.1%. Recent performance also favored SCHD: it returned +35.2% over one year and +31.8% YTD, compared with SWPPX’s +13.8% and +12.3%. The stated correlation was low at 0.193 over the last 12 months, indicating potentially meaningful diversification benefits, although the reported figures show a substantial long-term performance advantage for SWPPX.
- Price is above its 200-day average ($32); 50-day at $34.
- RSI 73, overbought. Supertrend says buy. ADX 33, so the trend is strong.
- Technical indicators are not available for this ticker yet.
Head to head
Which has returned more, SCHD or SWPPX?
SCHD beat SWPPX in 19 of the last 48 months; SWPPX won the other 29. The typical monthly gap was 2.87 points.
Total return by period
Which is riskier?
SCHD: Nov 29, 2024 to Apr 8, 2025; SWPPX: Aug 14, 2025 to Mar 30, 2026
- 0.003
- correlation of daily moves, 4 years
- 0.00
- SCHD move per 1% in SWPPX
- 0.193
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 2.87 points.
When did they diverge?
| Month | SCHD | SWPPX | Gap |
|---|---|---|---|
| January 2023 | +2.1% | +2169.0% | -2166.93 pts |
| December 2022 | -3.4% | +116.1% | -119.56 pts |
| August 2025 | +5.4% | -83.0% | +88.35 pts |
| October 2026 | +8.4% | -0.3% | +8.78 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 SCHD and SWPPX?
- Price
- $19.70
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