Compare/Updated Oct 26, 2026, refreshed every trading day
SWPPX vs VFIAX
Schwab S&P 500 Index Fund- Select Shares against Vanguard 500 Index Fd Admiral Shs: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
VFIAX did better over the comparison period: $1,000 invested on October 28, 2022 would be worth $2,063 today, versus $1,655.50 in SWPPX. VFIAX also led over one year (+15.1% vs. +13.8%), three months (+3.1% for both), six months (+7.0% vs. +6.9%), and YTD (+12.4% vs. +12.3%). Both funds had identical 12-month volatility of 12.8%, but SWPPX’s reported worst drawdown was far larger at -83.7%, compared with -18.8% for VFIAX. Recent monthly performance was otherwise nearly identical, with both down 1.0% over one month and SWPPX beating VFIAX in 25 of the last 48 months. The results indicate VFIAX delivered stronger cumulative performance with materially lower reported drawdown risk.
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Head to head
Which has returned more, SWPPX or VFIAX?
SWPPX beat VFIAX in 25 of the last 48 months; VFIAX won the other 23. The typical monthly gap was 0.01 points.
Total return by period
Which is riskier?
SWPPX: Aug 14, 2025 to Mar 30, 2026; VFIAX: Feb 19, 2025 to Apr 8, 2025
- -0.002
- correlation of daily moves, 4 years
- -0.16
- SWPPX move per 1% in VFIAX
- 0.903
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.01 points.
When did they diverge?
| Month | SWPPX | VFIAX | Gap |
|---|---|---|---|
| January 2023 | +2169.0% | +6.3% | +2162.74 pts |
| December 2022 | +116.1% | -5.8% | +121.90 pts |
| August 2025 | -83.0% | +2.0% | -85.02 pts |
| December 2025 | -1.0% | +0.1% | -1.07 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 SWPPX and VFIAX?
- Price
- $19.70
- Price
- $703.82
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