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Compare/Updated Oct 26, 2026, refreshed every trading day

SWTSX vs SWPPX

Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit against Schwab S&P 500 Index Fund- Select Shares: 4 years of returns, risk and today’s technical read, from Kavout’s own data.

Track both, freeSkip to the answer
SWTSXSchwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
$1,996
+99.6% since Oct 28, 2022
$18.38 today-0.5%
SWPPXSchwab S&P 500 Index Fund- Select Shares
$16,555
+1555.5% since Oct 28, 2022
$19.70 today-0.6%
Growth of $1,000adjusted closes, dividends included
$921$22,340$43,759$65,179$86,5982023202420252026SWTSX $1,996SWPPX $16,555
SWTSXSWPPX1000 trading days, Kavout market data
The short answer

SWPPX did better over the stated period: $1,000 invested on October 28, 2022 would be worth $16,555 versus $1,996 in SWTSX, a reported return of 1,555.5% versus 99.6%. SWPPX also led over the shorter periods provided, including one year, YTD, six months, three months, and one month. The difference matters because SWPPX delivered substantially stronger reported performance while maintaining slightly lower 12-month volatility, 12.8% versus 13.1%, and a less severe worst drawdown, -83.7% versus -86.0%. The funds were highly correlated, with daily-move correlation of 0.992, although SWTSX beat SWPPX in 20 of the last 48 months and SWPPX won the other 28.

SWTSXSchwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
$18.38-0.5% today
  • Technical indicators are not available for this ticker yet.
SWPPXSchwab S&P 500 Index Fund- Select Shares
$19.70-0.6% today
  • Technical indicators are not available for this ticker yet.

Head to head

Which has returned more, SWTSX or SWPPX?

SWTSX beat SWPPX in 20 of the last 48 months; SWPPX won the other 28. The typical monthly gap was 0.26 points.

Total return by period

SWTSXSWPPX
1 month
-1.1%
-1.0%
3 months
+2.4%
+3.1%
6 months
+6.4%
+6.9%
YTD
+12.1%
+12.3%
1 year
+13.4%
+13.8%
3 years
-74.3%
-69.7%
Since 2022-10
+99.6%
+1555.5%

Which is riskier?

Volatility, last 12 months
13.1%
12.8%
Worst drawdown since 2022
-86.0%
-83.7%

SWTSX: Aug 13, 2025 to Mar 30, 2026; SWPPX: Aug 14, 2025 to Mar 30, 2026

0.992
correlation of daily moves, 4 years
0.29
SWTSX move per 1% in SWPPX
0.983
correlation, last 12 months

Month by month

SWTSX led 20
SWPPX led 28

Of the last 48 months. The typical gap was 0.26 points.

When did they diverge?

MonthSWTSXSWPPXGap
January 2023+648.6%+2169.0%-1520.39 pts
December 2022-5.9%+116.1%-122.04 pts
August 2025-85.4%-83.0%-2.39 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 SWTSX and SWPPX?

SWTSX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
Price
$18.38
0.992
correlation
SWPPX
Schwab S&P 500 Index Fund- Select Shares
Price
$19.70

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