SWERX vs. QQQ

In the year-to-date period, SWERX achieves a 4.68% return, which is significantly higher than QQQ's 2.26% return. Over the past 10 years, SWERX has underperformed QQQ with an annualized return of 3.04%, while QQQ has yielded a comparatively higher 17.72% annualized return.

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SWERX has a 0.00% expense ratio, which is lower than QQQ's 0.20% 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 2040 Fund (SWERX) and Invesco QQQ (QQQ). 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 SWERX Sharpe Ratio is 0.49, which is comparable to the QQQ Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of SWERX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWERX's dividend yield for the trailing twelve months is around 2.09%, more than QQQ's 0.57% yield.

The maximum SWERX drawdown since its inception was -48.64%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SWERX and QQQ. For additional features, visit the drawdowns tool.

The current volatility for Schwab Target 2040 Fund (SWERX) is 3.22%, while Invesco QQQ (QQQ) has a volatility of 6.48%. This indicates that SWERX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.