SWHRX vs. SWPPX
Compare and contrast key facts about Schwab Target 2025 Fund (SWHRX) and Schwab S&P 500 Index Fund (SWPPX).
SWHRX is managed by Charles Schwab. It was launched on Mar 11, 2008. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWHRX or SWPPX.
Correlation
The correlation between SWHRX and SWPPX 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
SWHRX vs. SWPPX - Performance Comparison
Key characteristics
SWHRX:
0.33
SWPPX:
0.50
SWHRX:
0.48
SWPPX:
0.82
SWHRX:
1.08
SWPPX:
1.12
SWHRX:
0.23
SWPPX:
0.52
SWHRX:
0.85
SWPPX:
2.17
SWHRX:
3.74%
SWPPX:
4.46%
SWHRX:
9.64%
SWPPX:
19.34%
SWHRX:
-37.97%
SWPPX:
-55.06%
SWHRX:
-10.51%
SWPPX:
-12.29%
Returns By Period
In the year-to-date period, SWHRX achieves a -0.70% return, which is significantly higher than SWPPX's -8.23% return. Over the past 10 years, SWHRX has underperformed SWPPX with an annualized return of 2.06%, while SWPPX has yielded a comparatively higher 11.50% annualized return.
SWHRX
-0.70%
-2.41%
-5.50%
2.02%
3.69%
2.06%
SWPPX
-8.23%
-6.70%
-6.67%
7.43%
15.44%
11.50%
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SWHRX vs. SWPPX - Expense Ratio Comparison
SWHRX 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%.
Risk-Adjusted Performance
SWHRX vs. SWPPX — Risk-Adjusted Performance Rank
SWHRX
SWPPX
SWHRX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2025 Fund (SWHRX) 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.
Dividends
SWHRX vs. SWPPX - Dividend Comparison
SWHRX's dividend yield for the trailing twelve months is around 3.20%, more than SWPPX's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHRX Schwab Target 2025 Fund | 3.20% | 3.17% | 2.70% | 2.29% | 2.36% | 1.74% | 2.43% | 2.67% | 2.34% | 1.74% | 2.01% | 2.31% |
SWPPX Schwab S&P 500 Index Fund | 1.34% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SWHRX vs. SWPPX - Drawdown Comparison
The maximum SWHRX drawdown since its inception was -37.97%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWHRX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SWHRX vs. SWPPX - Volatility Comparison
The current volatility for Schwab Target 2025 Fund (SWHRX) is 5.46%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 14.00%. This indicates that SWHRX 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.