SWBRX vs. SWLGX
Compare and contrast key facts about Schwab Target 2010 Fund (SWBRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWBRX is managed by Charles Schwab. It was launched on Jun 30, 2005. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
SWBRX vs. SWLGX - Performance Comparison
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SWBRX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | -1.80% | 11.25% | 7.36% | 11.82% | -14.21% | 6.98% | 11.19% | 14.52% | -3.45% | 0.26% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SWBRX achieves a -1.80% return, which is significantly higher than SWLGX's -13.06% return.
SWBRX
- 1D
- 0.23%
- 1M
- -4.17%
- YTD
- -1.80%
- 6M
- -0.26%
- 1Y
- 8.00%
- 3Y*
- 7.84%
- 5Y*
- 3.69%
- 10Y*
- 5.32%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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SWBRX vs. SWLGX - Expense Ratio Comparison
SWBRX has a 0.00% expense ratio, which is lower than SWLGX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SWBRX vs. SWLGX — Risk / Return Rank
SWBRX
SWLGX
SWBRX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Fund (SWBRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SWBRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.66 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.10 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.15 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.72 | +0.98 |
Martin ratioReturn relative to average drawdown | 7.13 | 2.51 | +4.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWBRX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.66 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.56 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between SWBRX and SWLGX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SWBRX vs. SWLGX - Dividend Comparison
SWBRX's dividend yield for the trailing twelve months is around 7.67%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | 7.67% | 7.53% | 6.88% | 4.35% | 4.59% | 4.86% | 2.64% | 4.91% | 6.25% | 2.22% | 1.79% | 1.86% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWBRX vs. SWLGX - Drawdown Comparison
The maximum SWBRX drawdown since its inception was -37.52%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SWBRX and SWLGX.
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Drawdown Indicators
| SWBRX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.52% | -32.69% | -4.83% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -16.16% | +11.51% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -32.69% | +10.29% |
Max Drawdown (10Y)Largest decline over 10 years | -22.40% | — | — |
Current DrawdownCurrent decline from peak | -4.17% | -16.16% | +11.99% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -7.13% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 4.62% | -3.51% |
Volatility
SWBRX vs. SWLGX - Volatility Comparison
The current volatility for Schwab Target 2010 Fund (SWBRX) is 2.27%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that SWBRX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWBRX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 5.38% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 11.82% | -8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 22.31% | -15.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.76% | 21.47% | -12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.65% | 22.78% | -15.13% |