Compare/Updated Oct 26, 2026, refreshed every trading day
SCHX vs SWPPX
Schwab U.S. Large-Cap 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.
SCHX did better over the stated period: $1,000 grew to $2,052, a 105.2% gain, versus SWPPX’s reported $16,555, a 1,555.5% gain. However, the figures contain internal inconsistencies: SWPPX’s three-year return is listed as -69.7% despite its much larger cumulative gain, and its reported 83.7% drawdown is far greater than expected for an S&P 500 index fund. Therefore, the comparison should not be treated as reliable without validating the underlying data. Both funds had identical 12-month volatility of 12.8%, but their reported worst drawdowns differed sharply: -19.0% for SCHX and -83.7% for SWPPX. SCHX’s lower 0.03% expense ratio and $74B asset base are additional positives, while monthly performance was evenly split, with each fund winning 24 of the last 48 months.
- Price is above its 200-day average ($29); 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, SCHX or SWPPX?
SCHX beat SWPPX in 24 of the last 48 months; SWPPX won the other 24. The typical monthly gap was 0.17 points.
Total return by period
Which is riskier?
SCHX: 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
- SCHX move per 1% in SWPPX
- 0.904
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.17 points.
When did they diverge?
| Month | SCHX | SWPPX | Gap |
|---|---|---|---|
| January 2023 | +6.6% | +2169.0% | -2162.40 pts |
| December 2022 | -5.8% | +116.1% | -121.97 pts |
| August 2025 | +2.1% | -83.0% | +85.10 pts |
| December 2025 | -0.0% | -1.0% | +0.98 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 SCHX and SWPPX?
- Price
- $19.70
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