Correlation
The correlation between SWIRX and VOO is 0.95, 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.
SWIRX vs. VOO
Compare and contrast key facts about Schwab Target 2035 Fund (SWIRX) and Vanguard S&P 500 ETF (VOO).
SWIRX 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: SWIRX or VOO.
Performance
SWIRX vs. VOO - Performance Comparison
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Key characteristics
SWIRX:
0.72
VOO:
0.70
SWIRX:
0.95
VOO:
1.05
SWIRX:
1.13
VOO:
1.15
SWIRX:
0.63
VOO:
0.69
SWIRX:
2.47
VOO:
2.62
SWIRX:
3.20%
VOO:
4.93%
SWIRX:
12.59%
VOO:
19.55%
SWIRX:
-41.52%
VOO:
-33.99%
SWIRX:
-1.09%
VOO:
-3.45%
Returns By Period
In the year-to-date period, SWIRX achieves a 4.17% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, SWIRX has underperformed VOO with an annualized return of 3.76%, while VOO has yielded a comparatively higher 12.81% annualized return.
SWIRX
4.17%
3.80%
0.16%
8.93%
5.81%
6.54%
3.76%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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SWIRX vs. VOO - Expense Ratio Comparison
SWIRX 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
SWIRX vs. VOO — Risk-Adjusted Performance Rank
SWIRX
VOO
SWIRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Fund (SWIRX) 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.
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Dividends
SWIRX vs. VOO - Dividend Comparison
SWIRX's dividend yield for the trailing twelve months is around 3.80%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWIRX Schwab Target 2035 Fund | 3.80% | 3.96% | 3.43% | 7.40% | 5.81% | 2.88% | 6.32% | 7.12% | 3.37% | 5.74% | 8.16% | 6.16% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWIRX vs. VOO - Drawdown Comparison
The maximum SWIRX drawdown since its inception was -41.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWIRX and VOO.
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Volatility
SWIRX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2035 Fund (SWIRX) is 2.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that SWIRX 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.
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