SWBRX vs. SWSSX
Compare and contrast key facts about Schwab Target 2010 Fund (SWBRX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
SWBRX is managed by Charles Schwab. It was launched on Jun 30, 2005. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
SWBRX vs. SWSSX - Performance Comparison
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SWBRX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | -0.75% | 11.25% | 7.36% | 11.82% | -14.21% | 6.98% | 11.19% | 14.52% | -3.45% | 10.24% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, SWBRX achieves a -0.75% return, which is significantly lower than SWSSX's 0.90% return. Over the past 10 years, SWBRX has underperformed SWSSX with an annualized return of 5.44%, while SWSSX has yielded a comparatively higher 9.87% annualized return.
SWBRX
- 1D
- 1.07%
- 1M
- -2.86%
- YTD
- -0.75%
- 6M
- 0.52%
- 1Y
- 8.90%
- 3Y*
- 8.22%
- 5Y*
- 3.77%
- 10Y*
- 5.44%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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SWBRX vs. SWSSX - Expense Ratio Comparison
SWBRX has a 0.00% expense ratio, which is lower than SWSSX'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. SWSSX — Risk / Return Rank
SWBRX
SWSSX
SWBRX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Fund (SWBRX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.11 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.66 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.81 | +0.19 |
Martin ratioReturn relative to average drawdown | 8.26 | 6.78 | +1.48 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.11 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.16 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.41 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.34 | +0.23 |
Correlation
The correlation between SWBRX and SWSSX is 0.82, 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. SWSSX - Dividend Comparison
SWBRX's dividend yield for the trailing twelve months is around 7.59%, more than SWSSX's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | 7.59% | 7.53% | 6.88% | 4.35% | 4.59% | 4.86% | 2.64% | 4.91% | 6.25% | 2.22% | 1.79% | 1.86% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
SWBRX vs. SWSSX - Drawdown Comparison
The maximum SWBRX drawdown since its inception was -37.52%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for SWBRX and SWSSX.
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Drawdown Indicators
| SWBRX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.52% | -60.34% | +22.82% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -13.90% | +9.25% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -31.93% | +9.53% |
Max Drawdown (10Y)Largest decline over 10 years | -22.40% | -41.81% | +19.41% |
Current DrawdownCurrent decline from peak | -3.14% | -7.91% | +4.77% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -10.78% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 3.71% | -2.58% |
Volatility
SWBRX vs. SWSSX - Volatility Comparison
The current volatility for Schwab Target 2010 Fund (SWBRX) is 2.60%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 7.53%. This indicates that SWBRX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWBRX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 7.53% | -4.93% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 14.53% | -10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.53% | 23.31% | -16.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.77% | 22.62% | -13.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.66% | 24.05% | -16.39% |