Compare/Updated Oct 26, 2026, refreshed every trading day
SWTSX vs VTSAX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit against Vanguard Total Stock Market Index Fund: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
VTSAX did slightly better over the period: $1,000 invested on October 28, 2022 would be worth $2,016, compared with $1,996 for SWTSX, a 101.6% versus 99.6% gain. VTSAX also led over six months, year to date, and one year, while both funds had identical one- and three-month returns. The difference matters only modestly for long-term results: VTSAX’s advantage was $20 per $1,000 invested. Risk was broadly similar over the last 12 months, with volatility of 13.0% for VTSAX versus 13.1% for SWTSX. However, the reported worst drawdowns differed sharply: -19.4% for VTSAX versus -86.0% for SWTSX. VTSAX won 25 of the last 48 months, while SWTSX won 23, with a typical monthly gap of 0.03 points.
- Technical indicators are not available for this ticker yet.
- Technical indicators are not available for this ticker yet.
Head to head
Which has returned more, SWTSX or VTSAX?
SWTSX beat VTSAX in 23 of the last 48 months; VTSAX won the other 25. The typical monthly gap was 0.03 points.
Total return by period
Which is riskier?
SWTSX: Aug 13, 2025 to Mar 30, 2026; VTSAX: Feb 19, 2025 to Apr 8, 2025
- 0.036
- correlation of daily moves, 4 years
- 0.70
- SWTSX move per 1% in VTSAX
- 0.915
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.03 points.
When did they diverge?
| Month | SWTSX | VTSAX | Gap |
|---|---|---|---|
| January 2023 | +648.6% | +6.9% | +641.73 pts |
| August 2025 | -85.4% | +2.3% | -87.67 pts |
| December 2025 | -1.1% | -0.0% | -1.05 pts |
| January 2024 | +1.1% | +0.7% | +0.41 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 VTSAX?
- Price
- $18.38
- Price
- $181.59
Go deeper
Ask InvestGPT which one fits your portfolio.
Eight research agents read your holdings, the overlap and the tax side, then answer in plain words. Free accounts get one report a month.
More comparisons
Find another comparison.
Track both, get told when something changes.
Add SWTSX and VTSAX to a watchlist and Kavout emails you when a signal flips or a price target is hit.
Free account, no card