SWP vs BWG

Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF).

SWP vs BWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SWP(ETF)	BWG(ETF)
Net Assets	$149M	$149M
Expense Ratio	0.99%	N/A
Max Drawdown	17.14%	67.84%
Sharpe Ratio	1.51	0.53
5Y Beta	0.78	0.34
P/E Ratio	25.26	N/A
Forward P/E	20.41	N/A
PEG Ratio	0.78	N/A
5Y Dividends CAGR	N/A	1.61%
5Y EPS CAGR	19.06%	N/A
P/S Ratio	2.51	N/A
P/B Ratio	4.83	N/A

Net Assets

SWP

$149M

Winner

BWG

$149M

Expense Ratio

SWP

0.99%

BWG

N/A

Max Drawdown

Winner

SWP

17.14%

BWG

67.84%

Sharpe Ratio

Winner

SWP

1.51

BWG

0.53

5Y Beta

SWP

0.78

Winner

BWG

0.34

P/E Ratio

SWP

25.26

BWG

N/A

Forward P/E

SWP

20.41

BWG

N/A

PEG Ratio

SWP

0.78

BWG

N/A

5Y Dividends CAGR

SWP

N/A

BWG

1.61%

5Y EPS CAGR

SWP

19.06%

BWG

N/A

P/S Ratio

SWP

2.51

BWG

N/A

P/B Ratio

SWP

4.83

BWG

N/A

SWP vs BWG - Historical Returns

Returns include dividend reinvestment.

Period	SWP	BWG
1 month	+1.03%	-0.87%
3 months	+4.29%	+1.04%
6 months	+5.20%	-1.93%
1 year	+23.28%	+9.34%
5 years(CAGR)	N/A	+1.66%
10 years(CAGR)	N/A	+4.90%
Max(CAGR)	+14.50%	+3.07%

Winner

SWP

+1.03%

BWG

-0.87%

Winner

SWP

+4.29%

BWG

+1.04%

Winner

SWP

+5.20%

BWG

-1.93%

Winner

SWP

+23.28%

BWG

+9.34%

5Y(CAGR)

SWP

N/A

BWG

+1.66%

10Y(CAGR)

SWP

N/A

BWG

+4.90%

Max(CAGR)

Winner

SWP

+14.50%

BWG

+3.07%

SWP vs BWG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SWP	BWG
2026	+5.37%	-1.46%
2025	+16.94%	+16.63%
2024	+1.24%	+8.11%
2023	N/A	+15.67%
2022	N/A	-21.86%
2021	N/A	+2.00%
2020	N/A	+4.50%
2019	N/A	+30.08%
2018	N/A	-12.62%
2017	N/A	+16.07%
2016	N/A	+12.89%
2015	N/A	-20.90%
2014	N/A	+7.60%
2013	N/A	-9.61%
2012	N/A	+6.06%

SWP vs BWG Drawdown Comparison

The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.

The current SWP drawdown is -1.42%. The current BWG drawdown is -5.54%.

Rank	SWP	BWG
#1	-16.40% Feb 11, 2025 - Jul 1, 2025	-35.45% May 9, 2013 - Jan 18, 2018
#2	-9.97% Feb 10, 2026 - Apr 17, 2026	-34.27% Feb 20, 2020 - Jan 28, 2021
#3	-5.57% Nov 29, 2024 - Jan 23, 2025	-34.11% Sep 3, 2021 - Jun 30, 2025
#4	-3.54% Nov 12, 2025 - Nov 26, 2025	-18.97% Jan 25, 2018 - Aug 1, 2019
#5	-3.47% Sep 22, 2025 - Oct 24, 2025	-13.69% May 7, 2012 - Aug 6, 2012
#6	-2.98% Oct 18, 2024 - Nov 6, 2024	-12.02% Feb 11, 2026 - Mar 30, 2026
#7	-2.93% Dec 10, 2025 - Jan 5, 2026	-5.70% Sep 17, 2025 - Jan 28, 2026
#8	-2.35% Jan 16, 2026 - Feb 6, 2026	-4.94% Feb 17, 2021 - May 27, 2021
#9	-2.06% May 6, 2026 - May 22, 2026	-4.71% Feb 11, 2013 - Apr 9, 2013
#10	-2.03% Jul 25, 2025 - Aug 13, 2025	-4.44% Aug 7, 2012 - Sep 6, 2012
#11	-1.48% Apr 20, 2026 - May 6, 2026	-4.37% Nov 12, 2012 - Dec 11, 2012
#12	-1.48% Nov 11, 2024 - Nov 21, 2024	-3.10% Jun 9, 2021 - Aug 30, 2021
#13	-1.42% Jun 4, 2026 - Jun 5, 2026	-3.09% Oct 23, 2012 - Nov 9, 2012
#14	-1.29% Aug 13, 2025 - Aug 22, 2025	-2.00% Jul 9, 2025 - Aug 4, 2025
#15	-1.24% Sep 30, 2024 - Oct 9, 2024	-1.80% Aug 16, 2019 - Sep 24, 2019

Correlation

Correlation between SWP and BWG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2012 - 2026)

SWP vs BWG dividend yield comparison.

Year	SWP	BWG
2026	2.20%	5.10%
2025	5.64%	11.47%
2024	0.44%	12.00%
2023	0.00%	11.73%
2022	0.00%	13.25%
2021	0.00%	8.20%
2020	0.00%	6.81%
2019	0.00%	6.55%
2018	0.00%	8.70%
2017	0.00%	8.35%
2016	0.00%	10.31%
2015	0.00%	16.41%
2014	0.00%	8.95%
2013	0.00%	10.28%
2012	0.00%	4.64%