SWHRX vs. SWORX
Compare and contrast key facts about Schwab Target 2025 Fund (SWHRX) and Schwab Target 2055 Fund (SWORX).
SWHRX is managed by Charles Schwab. It was launched on Mar 11, 2008. SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHRX or SWORX.
Correlation
The correlation between SWHRX and SWORX is 0.98, 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
SWHRX vs. SWORX - Performance Comparison
Key characteristics
SWHRX:
1.43
SWORX:
1.43
SWHRX:
2.00
SWORX:
1.92
SWHRX:
1.29
SWORX:
1.29
SWHRX:
1.71
SWORX:
2.17
SWHRX:
8.51
SWORX:
9.10
SWHRX:
1.13%
SWORX:
1.82%
SWHRX:
6.74%
SWORX:
11.59%
SWHRX:
-37.97%
SWORX:
-33.56%
SWHRX:
-2.40%
SWORX:
-2.44%
Returns By Period
In the year-to-date period, SWHRX achieves a 9.17% return, which is significantly lower than SWORX's 15.87% return. Over the past 10 years, SWHRX has underperformed SWORX with an annualized return of 5.82%, while SWORX has yielded a comparatively higher 8.26% annualized return.
SWHRX
9.17%
-0.51%
3.69%
9.64%
5.43%
5.82%
SWORX
15.87%
-0.11%
5.87%
16.55%
8.85%
8.26%
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SWHRX vs. SWORX - Expense Ratio Comparison
SWHRX has a 0.00% expense ratio, which is lower than SWORX's 0.00% 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
SWHRX vs. SWORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2025 Fund (SWHRX) and Schwab Target 2055 Fund (SWORX). 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
SWHRX vs. SWORX - Dividend Comparison
SWHRX's dividend yield for the trailing twelve months is around 2.47%, more than SWORX's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHRX Schwab Target 2025 Fund | 2.47% | 2.70% | 2.29% | 2.36% | 1.74% | 2.43% | 2.67% | 2.34% | 1.74% | 2.01% | 2.31% | 1.65% |
SWORX Schwab Target 2055 Fund | 1.60% | 1.86% | 1.73% | 2.98% | 1.02% | 1.88% | 2.62% | 2.59% | 1.45% | 1.94% | 2.38% | 1.50% |
Drawdowns
SWHRX vs. SWORX - Drawdown Comparison
The maximum SWHRX drawdown since its inception was -37.97%, which is greater than SWORX's maximum drawdown of -33.56%. Use the drawdown chart below to compare losses from any high point for SWHRX and SWORX. For additional features, visit the drawdowns tool.
Volatility
SWHRX vs. SWORX - Volatility Comparison
The current volatility for Schwab Target 2025 Fund (SWHRX) is 2.30%, while Schwab Target 2055 Fund (SWORX) has a volatility of 3.62%. This indicates that SWHRX experiences smaller price fluctuations and is considered to be less risky than SWORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.