SWERX vs. VOO
Compare and contrast key facts about Schwab Target 2040 Fund (SWERX) and Vanguard S&P 500 ETF (VOO).
SWERX is managed by Charles Schwab. It was launched on Jun 30, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWERX or VOO.
Correlation
The correlation between SWERX and VOO is 0.94, 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
SWERX vs. VOO - Performance Comparison
Key characteristics
SWERX:
1.42
VOO:
2.25
SWERX:
1.93
VOO:
2.98
SWERX:
1.29
VOO:
1.42
SWERX:
2.30
VOO:
3.31
SWERX:
9.16
VOO:
14.77
SWERX:
1.56%
VOO:
1.90%
SWERX:
10.03%
VOO:
12.46%
SWERX:
-48.24%
VOO:
-33.99%
SWERX:
-3.94%
VOO:
-2.47%
Returns By Period
In the year-to-date period, SWERX achieves a 12.45% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, SWERX has underperformed VOO with an annualized return of 7.55%, while VOO has yielded a comparatively higher 13.08% annualized return.
SWERX
12.45%
-1.73%
4.10%
13.08%
7.69%
7.55%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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SWERX vs. VOO - Expense Ratio Comparison
SWERX has a 0.00% expense ratio, which is lower than VOO's 0.03% 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
SWERX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2040 Fund (SWERX) and Vanguard S&P 500 ETF (VOO). 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
SWERX vs. VOO - Dividend Comparison
SWERX's dividend yield for the trailing twelve months is around 1.83%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWERX Schwab Target 2040 Fund | 1.83% | 2.06% | 1.88% | 2.80% | 1.32% | 2.17% | 2.74% | 2.61% | 1.64% | 2.17% | 2.43% | 1.67% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SWERX vs. VOO - Drawdown Comparison
The maximum SWERX drawdown since its inception was -48.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWERX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWERX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2040 Fund (SWERX) is 3.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that SWERX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.