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:
1.38
VOO:
2.21
SWHRX:
1.92
VOO:
2.93
SWHRX:
1.27
VOO:
1.41
SWHRX:
1.64
VOO:
3.25
SWHRX:
8.50
VOO:
14.47
SWHRX:
1.09%
VOO:
1.90%
SWHRX:
6.75%
VOO:
12.43%
SWHRX:
-37.97%
VOO:
-33.99%
SWHRX:
-2.78%
VOO:
-2.87%
Returns By Period
In the year-to-date period, SWHRX achieves a 8.75% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, SWHRX has underperformed VOO with an annualized return of 5.80%, while VOO has yielded a comparatively higher 13.04% annualized return.
SWHRX
8.75%
-0.77%
3.35%
9.88%
5.43%
5.80%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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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 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 2.48%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHRX Schwab Target 2025 Fund | 2.48% | 2.70% | 2.29% | 2.36% | 1.74% | 2.43% | 2.67% | 2.34% | 1.74% | 2.01% | 2.31% | 1.65% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 2.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. 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.