SWCRX vs. SWPPX
Compare and contrast key facts about Schwab Target 2020 Fund (SWCRX) and Schwab S&P 500 Index Fund (SWPPX).
SWCRX is managed by Charles Schwab. It was launched on Jun 30, 2005. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWCRX or SWPPX.
Correlation
The correlation between SWCRX and SWPPX is 0.92, 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
SWCRX vs. SWPPX - Performance Comparison
Key characteristics
SWCRX:
0.52
SWPPX:
1.75
SWCRX:
0.65
SWPPX:
2.35
SWCRX:
1.12
SWPPX:
1.32
SWCRX:
0.27
SWPPX:
2.66
SWCRX:
1.54
SWPPX:
10.97
SWCRX:
2.79%
SWPPX:
2.05%
SWCRX:
8.34%
SWPPX:
12.89%
SWCRX:
-42.68%
SWPPX:
-55.06%
SWCRX:
-11.77%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, SWCRX achieves a 2.28% return, which is significantly lower than SWPPX's 2.41% return. Over the past 10 years, SWCRX has underperformed SWPPX with an annualized return of 1.24%, while SWPPX has yielded a comparatively higher 12.79% annualized return.
SWCRX
2.28%
0.70%
-3.65%
3.65%
0.53%
1.24%
SWPPX
2.41%
-1.62%
7.40%
19.71%
15.06%
12.79%
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SWCRX vs. SWPPX - Expense Ratio Comparison
SWCRX has a 0.00% expense ratio, which is lower than SWPPX's 0.02% 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
SWCRX vs. SWPPX — Risk-Adjusted Performance Rank
SWCRX
SWPPX
SWCRX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Fund (SWCRX) and Schwab S&P 500 Index Fund (SWPPX). 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
SWCRX vs. SWPPX - Dividend Comparison
SWCRX's dividend yield for the trailing twelve months is around 3.29%, more than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCRX Schwab Target 2020 Fund | 3.29% | 3.36% | 2.95% | 2.53% | 2.28% | 1.96% | 2.58% | 2.72% | 2.32% | 1.84% | 1.99% | 2.19% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SWCRX vs. SWPPX - Drawdown Comparison
The maximum SWCRX drawdown since its inception was -42.68%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWCRX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SWCRX vs. SWPPX - Volatility Comparison
The current volatility for Schwab Target 2020 Fund (SWCRX) is 1.49%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.43%. This indicates that SWCRX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.