SWDRX vs. VTSAX

In the year-to-date period, SWDRX achieves a 1.62% return, which is significantly higher than VTSAX's -3.66% return. Over the past 10 years, SWDRX has underperformed VTSAX with an annualized return of 2.83%, while VTSAX has yielded a comparatively higher 11.77% annualized return.

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SWDRX has a 0.00% expense ratio, which is lower than VTSAX'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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Fund (SWDRX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.

The current SWDRX Sharpe Ratio is 0.74, which is higher than the VTSAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of SWDRX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWDRX's dividend yield for the trailing twelve months is around 2.66%, more than VTSAX's 1.34% yield.

The maximum SWDRX drawdown since its inception was -45.80%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for SWDRX and VTSAX. For additional features, visit the drawdowns tool.