Compare/Updated Oct 26, 2026, refreshed every trading day
SWLGX vs SWPPX
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund 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 substantially better over the 1,000-trading-day period from Oct. 28, 2022, to Oct. 23, 2026. A $1,000 investment grew to $16,555 in SWPPX, versus $273 in SWLGX. SWPPX also had stronger recent performance: 1-year return of 13.8% versus 2.2%, and YTD return of 12.3% versus 1.5%. The difference matters because SWPPX delivered higher returns with lower risk: 12-month volatility was 12.8%, compared with 18.0% for SWLGX, while its worst drawdown was less severe at -83.7% versus -88.6%. SWPPX won 22 of the last 48 months, while SWLGX won 26, but the longer-period outcome strongly favored SWPPX. Despite their 0.924 correlation over the last 12 months, their reported overall correlation was 0.034, and SWLGX moved 0.00% per 1% move in SWPPX.
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Head to head
Which has returned more, SWLGX or SWPPX?
SWLGX beat SWPPX in 26 of the last 48 months; SWPPX won the other 22. The typical monthly gap was 1.47 points.
Total return by period
Which is riskier?
Both: Aug 14, 2025 to Mar 30, 2026
- 0.034
- correlation of daily moves, 4 years
- 0.00
- SWLGX move per 1% in SWPPX
- 0.924
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 1.47 points.
When did they diverge?
| Month | SWLGX | SWPPX | Gap |
|---|---|---|---|
| January 2023 | +8.3% | +2169.0% | -2160.69 pts |
| December 2022 | -7.7% | +116.1% | -123.79 pts |
| July 2026 | -4.8% | -0.1% | -4.72 pts |
| August 2025 | -87.4% | -83.0% | -4.37 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 SWLGX and SWPPX?
- Price
- $17.80
- Price
- $19.70
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