This browser is no longer supported at MarketWatch. Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF was formed on October 20, 2011 and is domiciled in the United States. See holdings data for Schwab S&P 500 Index Fund (SWPPX). Winner: $SWPPX (barely) Fund Size Comparison Both SCHB and SWPPX have a similar number of assets under management. The sector with the highest percentage of portfolio for SWPPX is the technology sector with 29%. 13. Schwab customer service should be able to provide information about their mutual fund and ETF options. VIG Vs. VIGI: One Of These Is The Best Dividend Aristocrat ETF 04/13/23-6:31AM EST Seeking Alpha VTV vs VOO: Which Vanguard ETF Is Better? It also captures close to 80% of the U.S. market.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-mobile-leaderboard-2','ezslot_14',116,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-mobile-leaderboard-2-0'); Morningstar categorizes SWPPX as a large blend fund and gives it a 5-star rating. Is this advisable or i should just stay the course with SCHB? SWPPX has That's the question I'll be addressing in this. . The Fund can serve as part of the core of a diversified portfolio. With SCHD, it is the opposite. These differences havent had a big impact on their performance. SWPPX vs VTSAX This may give the appearance that SCHD is more diversified. SWTSX and SWPPX are both well-known mutual funds. Get the latest news of SCHD from Zacks.com. VOO has over $829 billion in fund total net assets. It invests in stocks of companies operating across energy, materials, industrials, consumer discretionary, consumer staples, health care, financials, information technology, communication services, utilities sectors. if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[250,250],'inspiretofire_com-leader-3','ezslot_11',131,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-3-0'); SPHD is a high-yielding ETF that selects the top 50 high-yielding and lowest volatility holdings from the S&P 500. If you are an ETF investor, there is no Schwab ETF that exactly tracks the S&P 500, but the Schwab US Large-Cap ETF ( SCHX, ER = 0.03%) will get you exposure to the Dow Jones U.S. Large-Cap Total Stock Market Index. I can find time periods where mid & small caps returned far better than S&P 500. For further information, check out When considering the holdings of both funds, there are some key differences. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. The holdings for SWTSX are largely made up of Apple, Microsoft, Amazon, Google, and Meta and also provide exposure to over 3,000 other companies.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-4','ezslot_12',115,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-4-0'); The sector with the highest percentage of portfolio for SWTSX is the technology sector with 28%. This indicates that SWPPX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. My 401k is through the Schwab PCRA. Another significant difference is the number of stocks in each, with VOO having 508 companies in the index compared to 103 with SCHD.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-1','ezslot_4',110,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-1-0'); VOO has a lower expense ratio of 0.03% compared to 0.06% with SCHD. They have a free Retirement Fee Analyzer that tells you the future impact of fees on your portfolio. VFINX vs VOO: Which Vanguard Fund Is Better? Edit: SCHB/SWTSX will be very heavily influenced by the S&P 500 anyway. This means the performance of a few stocks like Coca-Cola, Merck, Amgen, Verizon, and Pfizer will significantly impact the overall performance of SCHD. Press J to jump to the feed. This means these two funds may have a lot in common, and they do. Is Schwab S&P 500 (SWPPX) a Strong Mutual Fund Pick Right Now? Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWPPX or SCHD. The third piece of the three-fund portfolio is international stocks. SWPPX is a mutual fund, whereas SPY is SWPPX vs SWTSX. Again, there is no guarantee the next 10 years will look the same. SWPPX pros. Dividend income can be a major goal of investing especially among retirees.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-4','ezslot_12',115,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-4-0'); A dividend is the sum of money that a company pays out regularly to its shareholders from its profit. SWPPX has a lower expense ratio than VTI The chart below compares the 12-month rolling Sharpe Ratio of SCHX and SWPPX. Are you looking to buy or sell SWTSX profile: 19. To view the purposes they believe they have legitimate interest for, or to object to this data processing use the vendor list link below. The ETF alternatives to SWPPX listed below consist of (1) ETFs which track S&P 500 Index , and (2) ETFs which track other indexes in the same ETFdb.com Category as S&P 500 Index . if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[250,250],'inspiretofire_com-leader-3','ezslot_11',131,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-3-0');Over the long term, you can expect SWPPX to perform well as a passively managed fund. The correlation between SCHX and SWPPX is 0.99, which is considered to be high. SWPPX has a lower 5-year return than FXAIX Create an account to follow your favorite communities and start taking part in conversations. Have Watchlists? When I worked on Wall Street, they required us to have either a Charles Schwab or E-Trade account. SPHD is offered by Invescoif(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-narrow-sky-2','ezslot_16',114,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-narrow-sky-2-0'); As mentioned, another major difference is the expense ratio. SWPPX Certainly emerging markets is a reasonable fourth fund to add to the three-fund portfolio to get broader exposure to international stock markets. Compare and contrast: The CEO replied, Leave Pity City., Why getting a car loan is becoming more complicated, Pell grants are a drop in the buckethow parents and students can minimize student loan debt, 4 ideas for travelers who want to reduce their carbon footprint, What a 72-year-old grandmother with Parkinsons learned when she took up boxing, SPY versus SPY? Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. It invests in growth and value stocks of companies across diversified market capitalization. VOO has over $829 billion in fund total net assets. 21. The chart below showcases a comparison of their rolling one-month volatility. Therefore, to get exposure to international bonds, you can buy the iShares Core International Aggregate Bond ETF (IAGG, ER = 0.09%). What is SWPPX tax efficiency (tax-cost ratio)? SWTSX and SWPPX have had outstanding performances in comparison to other major funds in the U.S. Aside from returns, the funds are identical in many other ways including management style. if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-2','ezslot_10',113,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-2-0'); Charles Schwab Total Stock Market Index Fund (SWTSX) is a mutual fund owned by Charles Schwab that attempts to track the performance of the entire U.S. stock market as calculated by the Dow Jones U.S. Total Stock Market Index. if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[320,50],'inspiretofire_com-medrectangle-3','ezslot_2',125,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-medrectangle-3-0');if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[320,50],'inspiretofire_com-medrectangle-3','ezslot_3',125,'0','1'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-medrectangle-3-0_1');.medrectangle-3-multi-125{border:none!important;display:block!important;float:none!important;line-height:0;margin-bottom:7px!important;margin-left:auto!important;margin-right:auto!important;margin-top:7px!important;max-width:100%!important;min-height:50px;padding:0;text-align:center!important}. So, SCHB provides more exposure to mid- and small-cap stocks than SWPPX. This is great for shares of VOO due to its high prices per share (~$400/share). Normally, fractional shares are not available for ETFs, but with M1 Finance, you can purchase fractional shares with no commission. The Three-Fund Portfolio Using Schwab Index Funds / ETFs, usually include some bonds to your portfolio, third piece of the three-fund portfolio is international stocks, prefer the use of index ETFs over index mutual funds in taxable accounts. Invests in some of the most well-known U.S. based companies. For the S&P 500, you can use the Schwab S&P 500 Index Fund ( SWPPX, ER = 0.02%). A difference of 0.78% annually. SWPPX has a lower expense ratio and the same holdings profile as VOO. Does SWPPX have any sales loads or 12b-1 distribution In this article, we will be analyzing the Schwab U.S. Dividend Equity ETF ( NYSEARCA: SCHD) and compare its results to those of the S&P 500 Index ( SPY ), the S&P 500 equal-weighted index ( RSP. Is VOO or SCHD Better for Financial Independence? The Fund seeks to track the total return of the S&P 500 Index. The chart below showcases a comparison of their rolling one-month volatility. Overview Holdings Performance ESG Technicals Database Analyst Take Realtime Ratings Overview Personal Capitals free tools allow you to easily find which of your investments has high fees so you can switch them to low-cost options. For further information, check out This is because SWPPX makes up about 80% of SWTSX. We and our partners share information on your use of this website to help improve your experience. (17.44% vs 17.47%). (0.02% vs %). Compare and contrast: Fund. Write CSS OR LESS and hit save. The Fund seeks to track the total return of the S&P 500 Index. Schwabs S&P 500 Index Fund (SWPPX) aims to track the S&P 500 index. The fund invests in public equity markets of the United States. SCHD and VOO are different investments. SCHD can be a good investment for those that need a bit more dividend income. Both SWPPX and FXAIX are The Dow Jones is a household name and one of the most popular indexes. You have entered an incorrect email address! Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. This means for every $10,000 you invest in SWTSX in a year you would pay a $3 expense fee and for SWPPx, $2. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. Schwab Investment offers a variety of products including money market funds, ETFs, index funds and asset allocation funds. Its very important investors purchase SWPPX or SWTSX commission-free. However, you can expect less volatility in general with higher diversified funds. I likeM1 Finance(Use this link for $50 when you open a new account) because it allows you to purchase SCHD, SPHD, and thousands of other stocks. This index fund, SNXFX, currently has $7.5 billion under management, which is less than the $29.2 billion in Schwab's S&P 500 index fund (SWPPX), and far less than the the $126 billion in Fidelity's S&P 500 index fund and the $350 billion invested in Vanguard's S&P 500 index fund. Here is SWTSX and SWPPX performance comparison: SWTSX and SWPPX primarily differ in the index they track. I would also suggest considering other funds that give you even more diversification, like VTSAX. FNILX vs FZROX: Which Fidelity Fund Is Better? We and our partners use cookies to Store and/or access information on a device. The fund typically invests at least 90% of its total assets in securities that are included in the underlying index. Have anything to say? Over 10 years, VOO has been beating SCHD by 0.48%.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[250,250],'inspiretofire_com-medrectangle-4','ezslot_5',129,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-medrectangle-4-0'); Here is another comparison with total returns: As you can see, they have performed almost the same over the long term. Both investments have delivered pretty close results over the past 10 years, with SCHX having a 12.27% annualized return and SWPPX not far ahead at 12.38%. Here are a couple of downsides to investing in SWPPX: No Intraday Trading. SCHX's dividend yield for the trailing twelve months is around 1.89%, more than SWPPX's 1.54% yield. The best two broad-based U.S. stock indices are the S&P 500 and the Total Stock Market index. back-end sales load is SWTSX is the mutual fund for Schwab's US total market. Personal Capital enables you to track all of your investment accounts in one place. SWTSX and SWPPX primarily differ in the index they track. This is a community, full of seasoned investors and newbies, focusing around the idea that investing is not as scary as some people make it. Vanguard Index Funds - Vanguard S&P 500 ETF was formed on August 31, 1976 and is domiciled in the United States. The main difference between SWTSX and SWPPX is the index they track. Being part of the FIRE community, we aim for the lowest fees possible and are big fans of Vanguard. The drawdown chart below compares losses from any high point along the way for SCHX and SWPPX. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[336,280],'inspiretofire_com-leader-3','ezslot_12',114,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-3-0'); SCHD and VOO are exchange-traded funds (ETFs), so there is nominimum investment. With SCHD, you would only be paying $6. Charles Schwab Total Stock Market Index Fund (. While this may not be a guarantee of the funds performance, it is a huge advantage. This means Morningstar rates SWPPX higher than SWTSX for risk-adjusted returns. SPHD is among the best ETFs in terms of monthly dividends. Or WhatsApp: + 1 (607) 698-0239. VTSAX profile: 20. SWPPX has a higher 5-year return than VTI 22. There are currently no items in this Watchlist. For the past three years, SCHD has closely mirrored the S&P 500 and has, for some time now, outperformed the index with less variability than SPHD. SWPPX. In the last 10 years, It's time to find out what you could've made. SWPPX vs SPY SWPPX might have more growth potential. VOO offers more diversification since it holds about 5 times as many stocks. SWPPX negatives? SCHD can be a good investment for those that need a bit more dividend income. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. Schwabs SCHD has provided excellent returns over the last 10 years especially considering its high dividend yield of 2.89%.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-box-4','ezslot_7',130,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-box-4-0'); The top 10 holdings for SCHD make up 40% of its total assets. SCHD and SPHD are exchange-traded funds (ETFs), so there is nominimum investment. For the best MarketWatch.com experience, please update to a modern browser. (0.02% vs 0.04%). Gotcha. In the year-to-date period, SWPPX achieves a 8.30% return, which is significantly lower than SCHD's -1.78% return. We are going to explore the difference between Schwab U.S. Dividend Equity ETF (SCHD) vs Vanguard S&P 500 ETF (VOO). Compare and contrast: By subscribing to the e-mail list, you'll get the WSP newsletter and new post notifications. Every investor should seek the lowest-cost fund that meets their investment needs. 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