SWDRX vs. SWYEX
Compare and contrast key facts about Schwab Target 2030 Fund (SWDRX) and Schwab Target 2030 Index Fund (SWYEX).
SWDRX is managed by Charles Schwab. It was launched on Jun 30, 2005. SWYEX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWDRX or SWYEX.
Correlation
The correlation between SWDRX and SWYEX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWDRX vs. SWYEX - Performance Comparison
Loading data...
Key characteristics
SWDRX:
11.26%
SWYEX:
2.86%
SWDRX:
-45.80%
SWYEX:
-0.25%
SWDRX:
-6.57%
SWYEX:
-0.06%
Returns By Period
SWDRX
1.62%
4.54%
-3.99%
3.92%
5.37%
2.37%
SWYEX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWDRX vs. SWYEX - Expense Ratio Comparison
SWDRX has a 0.00% expense ratio, which is lower than SWYEX'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%.
Risk-Adjusted Performance
SWDRX vs. SWYEX — Risk-Adjusted Performance Rank
SWDRX
SWYEX
SWDRX vs. SWYEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Fund (SWDRX) and Schwab Target 2030 Index Fund (SWYEX). 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.
Loading data...
Dividends
SWDRX vs. SWYEX - Dividend Comparison
SWDRX's dividend yield for the trailing twelve months is around 2.66%, while SWYEX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDRX Schwab Target 2030 Fund | 2.66% | 2.70% | 2.37% | 2.08% | 2.54% | 1.60% | 2.40% | 2.70% | 2.46% | 1.72% | 2.16% | 2.34% |
SWYEX Schwab Target 2030 Index Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWDRX vs. SWYEX - Drawdown Comparison
The maximum SWDRX drawdown since its inception was -45.80%, which is greater than SWYEX's maximum drawdown of -0.25%. Use the drawdown chart below to compare losses from any high point for SWDRX and SWYEX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SWDRX vs. SWYEX - Volatility Comparison
Loading data...