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ATIAX vs SWSSX

Both ATIAX and SWSSX are mutual funds. ATIAX has a lower 5-year return than SWSSX (8.15% vs 16.56%). Below is the comparison between ATIAX and SWSSX.

ATIAX SWSSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco Schwab Funds
Net Assets N/A $6.33B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 0.97%
Minimum Investment N/A $1,000.00
YTD Return 17.89% 18.70%
1-Year Return 7.09% 0.10%
3-Year Return 9.23% 13.30%
5-Year Return 8.15% 16.56%
10-Year Return 9.35% 13.21%

ATIAX description

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ATIAX performance & returns

YTD Return 17.89%
1-Month Return 6.10%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 9.23%
5-Year Return 8.15%
10-Year Return 9.35%
ATIAX expense ratio is N/A.

ATIAX holdings

Top 10 Holdings (59.42% of Total Assets)

Name Symbol % Assets
Encore Capital Group Inc ECPG 8.39%
Tempur Sealy International Inc TPX 7.88%
Insight Enterprises Inc NSIT 6.26%
Colliers International Group Inc CIGI.TO 6.11%
NVR Inc NVR 5.70%
Charles River Laboratories International Inc CRL 5.60%
CommScope Holding Co Inc COMM 5.28%
Liberty Broadband Corp A LBRDA 4.95%
Interface Inc TILE 4.66%
Alliance Data Systems Corp ADS 4.59%

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SWSSX description

The Fund seeks to track the total return of the Schwab Small-Cap Index. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States.

SWSSX performance & returns

YTD Return 18.70%
1-Month Return 5.94%
3-Month Return 0.10%
1-Year Return 0.10%
3-Year Return 13.30%
5-Year Return 16.56%
10-Year Return 13.21%
SWSSX expense ratio is 0.04%.

SWSSX holdings

Top 10 Holdings (3.94% of Total Assets)

Name Symbol % Assets
Penn National Gaming Inc PENN 0.58%
Sunrun Inc RUN 0.48%
E-Mini Russ 2000 Dec20 Xcme 20201218 N/A 0.42%
Caesars Entertainment Inc CZR 0.41%
MyoKardia Inc MYOK 0.36%
Novavax Inc NVAX 0.35%
LHC Group Inc LHCG 0.34%
iRhythm Technologies Inc IRTC 0.34%
Mirati Therapeutics Inc MRTX 0.33%
Churchill Downs Inc CHDN 0.33%

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