SWHRX vs. VOO
Compare and contrast key facts about Schwab Target 2025 Fund (SWHRX) and Vanguard S&P 500 ETF (VOO).
SWHRX is managed by Charles Schwab. It was launched on Mar 11, 2008. 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: SWHRX or VOO.
Correlation
The correlation between SWHRX and VOO is 0.93, 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. VOO - Performance Comparison
Key characteristics
SWHRX:
0.33
VOO:
0.50
SWHRX:
0.48
VOO:
0.82
SWHRX:
1.08
VOO:
1.12
SWHRX:
0.23
VOO:
0.51
SWHRX:
0.85
VOO:
2.15
SWHRX:
3.74%
VOO:
4.46%
SWHRX:
9.64%
VOO:
19.10%
SWHRX:
-37.97%
VOO:
-33.99%
SWHRX:
-10.51%
VOO:
-12.40%
Returns By Period
In the year-to-date period, SWHRX achieves a -0.70% return, which is significantly higher than VOO's -8.36% return. Over the past 10 years, SWHRX has underperformed VOO with an annualized return of 2.06%, while VOO has yielded a comparatively higher 11.74% annualized return.
SWHRX
-0.70%
-2.41%
-5.50%
2.02%
3.69%
2.06%
VOO
-8.36%
-6.73%
-6.76%
7.28%
15.41%
11.74%
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SWHRX vs. VOO - Expense Ratio Comparison
SWHRX 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
SWHRX vs. VOO — Risk-Adjusted Performance Rank
SWHRX
VOO
SWHRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2025 Fund (SWHRX) 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
SWHRX vs. VOO - Dividend Comparison
SWHRX's dividend yield for the trailing twelve months is around 3.20%, more than VOO's 1.42% 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% |
VOO Vanguard S&P 500 ETF | 1.42% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWHRX vs. VOO - Drawdown Comparison
The maximum SWHRX drawdown since its inception was -37.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWHRX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWHRX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2025 Fund (SWHRX) is 5.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.76%. This indicates that SWHRX 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.