SWGRX vs. SWPPX

In the year-to-date period, SWGRX achieves a 3.09% return, which is significantly higher than SWPPX's 1.05% return. Over the past 10 years, SWGRX has underperformed SWPPX with an annualized return of 1.19%, while SWPPX has yielded a comparatively higher 12.80% annualized return.

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SWGRX has a 0.00% expense ratio, which is lower than SWPPX's 0.02% 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 2015 Fund (SWGRX) and Schwab S&P 500 Index Fund (SWPPX). 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 SWGRX Sharpe Ratio is 0.41, which is lower than the SWPPX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SWGRX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWGRX's dividend yield for the trailing twelve months is around 7.79%, more than SWPPX's 1.22% yield.

The maximum SWGRX drawdown since its inception was -34.85%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWGRX and SWPPX.

The current volatility for Schwab Target 2015 Fund (SWGRX) is 1.72%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.77%. This indicates that SWGRX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.