SWHGX vs. VTTHX

In the year-to-date period, SWHGX achieves a 4.09% return, which is significantly lower than VTTHX's 4.84% return. Over the past 10 years, SWHGX has underperformed VTTHX with an annualized return of 2.74%, while VTTHX has yielded a comparatively higher 5.19% annualized return.

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SWHGX has a 0.39% expense ratio, which is higher than VTTHX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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 SWHGX Sharpe Ratio is 0.01, which is lower than the VTTHX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of SWHGX and VTTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWHGX's dividend yield for the trailing twelve months is around 2.20%, less than VTTHX's 2.47% yield.

The maximum SWHGX drawdown since its inception was -51.94%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for SWHGX and VTTHX. For additional features, visit the drawdowns tool.

Schwab MarketTrack Growth Portfolio™ (SWHGX) has a higher volatility of 3.19% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.79%. This indicates that SWHGX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.