SWDRX vs. SWLSX
Compare and contrast key facts about Schwab Target 2030 Fund (SWDRX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWDRX is managed by Charles Schwab. It was launched on Jun 30, 2005. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWDRX vs. SWLSX - Performance Comparison
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SWDRX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWDRX Schwab Target 2030 Fund | -2.75% | 14.87% | 10.52% | 16.38% | -17.00% | 12.52% | 13.49% | 20.41% | -7.20% | 17.55% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWDRX achieves a -2.75% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWDRX has underperformed SWLSX with an annualized return of 7.79%, while SWLSX has yielded a comparatively higher 14.02% annualized return.
SWDRX
- 1D
- 0.06%
- 1M
- -6.06%
- YTD
- -2.75%
- 6M
- -0.71%
- 1Y
- 11.29%
- 3Y*
- 10.72%
- 5Y*
- 5.49%
- 10Y*
- 7.79%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWDRX vs. SWLSX - Expense Ratio Comparison
SWDRX has a 0.00% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWDRX vs. SWLSX — Risk / Return Rank
SWDRX
SWLSX
SWDRX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Fund (SWDRX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
| SWDRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.69 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.14 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.78 | +0.67 |
Martin ratioReturn relative to average drawdown | 6.49 | 2.74 | +3.75 |
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
| SWDRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.69 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.55 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.68 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.51 | 0.00 |
Correlation
The correlation between SWDRX and SWLSX 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.
Dividends
SWDRX vs. SWLSX - Dividend Comparison
SWDRX's dividend yield for the trailing twelve months is around 8.54%, more than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDRX Schwab Target 2030 Fund | 8.54% | 8.31% | 6.37% | 4.28% | 6.77% | 6.92% | 3.23% | 6.60% | 7.03% | 4.86% | 5.87% | 9.35% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWDRX vs. SWLSX - Drawdown Comparison
The maximum SWDRX drawdown since its inception was -45.34%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWDRX and SWLSX.
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Drawdown Indicators
| SWDRX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.34% | -49.89% | +4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -16.17% | +8.90% |
Max Drawdown (5Y)Largest decline over 5 years | -28.17% | -31.32% | +3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -28.17% | -31.32% | +3.15% |
Current DrawdownCurrent decline from peak | -6.22% | -16.17% | +9.95% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -7.98% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 4.57% | -2.95% |
Volatility
SWDRX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Target 2030 Fund (SWDRX) is 3.28%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWDRX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWDRX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 5.73% | -2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 5.75% | 12.41% | -6.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.03% | 22.60% | -12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.55% | 20.97% | -8.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.25% | 20.76% | -8.51% |