SWBRX vs. VTINX
Compare and contrast key facts about Schwab Target 2010 Fund (SWBRX) and Vanguard Target Retirement Income Fund (VTINX).
SWBRX is managed by Charles Schwab. It was launched on Jun 30, 2005. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWBRX or VTINX.
Correlation
The correlation between SWBRX and VTINX is 0.91, 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.
Performance
SWBRX vs. VTINX - Performance Comparison
Key characteristics
SWBRX:
0.85
VTINX:
1.04
SWBRX:
1.10
VTINX:
1.36
SWBRX:
1.17
VTINX:
1.21
SWBRX:
0.51
VTINX:
0.49
SWBRX:
3.36
VTINX:
4.16
SWBRX:
1.70%
VTINX:
1.39%
SWBRX:
6.73%
VTINX:
5.57%
SWBRX:
-38.05%
VTINX:
-21.75%
SWBRX:
-6.26%
VTINX:
-6.76%
Returns By Period
In the year-to-date period, SWBRX achieves a 0.78% return, which is significantly higher than VTINX's 0.53% return. Over the past 10 years, SWBRX has outperformed VTINX with an annualized return of 2.95%, while VTINX has yielded a comparatively lower 2.57% annualized return.
SWBRX
0.78%
-2.66%
-0.50%
5.52%
1.89%
2.95%
VTINX
0.53%
-2.10%
-0.16%
5.60%
1.10%
2.57%
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SWBRX vs. VTINX - Expense Ratio Comparison
SWBRX has a 0.00% expense ratio, which is lower than VTINX's 0.08% 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%.
Risk-Adjusted Performance
SWBRX vs. VTINX — Risk-Adjusted Performance Rank
SWBRX
VTINX
SWBRX vs. VTINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Fund (SWBRX) and Vanguard Target Retirement Income Fund (VTINX). 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.
Dividends
SWBRX vs. VTINX - Dividend Comparison
SWBRX's dividend yield for the trailing twelve months is around 3.35%, more than VTINX's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | 3.35% | 3.37% | 2.92% | 2.48% | 2.04% | 1.89% | 2.53% | 2.81% | 2.22% | 1.79% | 1.86% | 2.03% |
VTINX Vanguard Target Retirement Income Fund | 3.23% | 3.24% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% |
Drawdowns
SWBRX vs. VTINX - Drawdown Comparison
The maximum SWBRX drawdown since its inception was -38.05%, which is greater than VTINX's maximum drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for SWBRX and VTINX. For additional features, visit the drawdowns tool.
Volatility
SWBRX vs. VTINX - Volatility Comparison
Schwab Target 2010 Fund (SWBRX) has a higher volatility of 4.17% compared to Vanguard Target Retirement Income Fund (VTINX) at 3.21%. This indicates that SWBRX's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.