SWDRX vs. FFFEX
Compare and contrast key facts about Schwab Target 2030 Fund (SWDRX) and Fidelity Freedom 2030 Fund (FFFEX).
SWDRX is managed by Charles Schwab. It was launched on Jun 30, 2005. FFFEX is managed by Fidelity. It was launched on Oct 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWDRX or FFFEX.
Correlation
The correlation between SWDRX and FFFEX is 0.93, 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
SWDRX vs. FFFEX - Performance Comparison
Key characteristics
SWDRX:
1.02
FFFEX:
0.93
SWDRX:
1.49
FFFEX:
1.37
SWDRX:
1.21
FFFEX:
1.19
SWDRX:
0.86
FFFEX:
1.05
SWDRX:
4.87
FFFEX:
4.45
SWDRX:
2.23%
FFFEX:
2.35%
SWDRX:
10.63%
FFFEX:
11.25%
SWDRX:
-45.80%
FFFEX:
-49.70%
SWDRX:
-3.05%
FFFEX:
-1.47%
Returns By Period
In the year-to-date period, SWDRX achieves a 1.74% return, which is significantly lower than FFFEX's 2.84% return. Over the past 10 years, SWDRX has underperformed FFFEX with an annualized return of 2.92%, while FFFEX has yielded a comparatively higher 6.94% annualized return.
SWDRX
1.74%
0.74%
2.09%
9.96%
6.31%
2.92%
FFFEX
2.84%
0.89%
2.36%
9.49%
9.33%
6.94%
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SWDRX vs. FFFEX - Expense Ratio Comparison
SWDRX has a 0.00% expense ratio, which is lower than FFFEX's 0.66% expense ratio.
Risk-Adjusted Performance
SWDRX vs. FFFEX — Risk-Adjusted Performance Rank
SWDRX
FFFEX
SWDRX vs. FFFEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Fund (SWDRX) and Fidelity Freedom 2030 Fund (FFFEX). 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
SWDRX vs. FFFEX - Dividend Comparison
SWDRX's dividend yield for the trailing twelve months is around 2.65%, less than FFFEX's 2.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDRX Schwab Target 2030 Fund | 2.65% | 2.70% | 2.37% | 2.08% | 2.54% | 1.60% | 2.40% | 2.70% | 2.46% | 1.72% | 2.16% | 2.34% |
FFFEX Fidelity Freedom 2030 Fund | 2.86% | 2.94% | 1.87% | 10.06% | 10.92% | 6.24% | 6.79% | 7.32% | 4.60% | 3.98% | 6.21% | 8.39% |
Drawdowns
SWDRX vs. FFFEX - Drawdown Comparison
The maximum SWDRX drawdown since its inception was -45.80%, smaller than the maximum FFFEX drawdown of -49.70%. Use the drawdown chart below to compare losses from any high point for SWDRX and FFFEX. For additional features, visit the drawdowns tool.
Volatility
SWDRX vs. FFFEX - Volatility Comparison
Schwab Target 2030 Fund (SWDRX) and Fidelity Freedom 2030 Fund (FFFEX) have volatilities of 7.23% and 7.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.