Correlation
The correlation between SWNRX 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.
SWNRX vs. VOO
Compare and contrast key facts about Schwab Target 2050 Fund (SWNRX) and Vanguard S&P 500 ETF (VOO).
SWNRX is managed by Charles Schwab. It was launched on Jan 22, 2013. 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: SWNRX or VOO.
Performance
SWNRX vs. VOO - Performance Comparison
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Key characteristics
SWNRX:
0.73
VOO:
0.74
SWNRX:
1.00
VOO:
1.04
SWNRX:
1.14
VOO:
1.15
SWNRX:
0.68
VOO:
0.68
SWNRX:
2.92
VOO:
2.58
SWNRX:
3.50%
VOO:
4.93%
SWNRX:
15.80%
VOO:
19.54%
SWNRX:
-32.87%
VOO:
-33.99%
SWNRX:
-0.56%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SWNRX achieves a 4.57% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, SWNRX has underperformed VOO with an annualized return of 8.06%, while VOO has yielded a comparatively higher 12.81% annualized return.
SWNRX
4.57%
4.82%
1.23%
11.38%
10.29%
11.36%
8.06%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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SWNRX vs. VOO - Expense Ratio Comparison
SWNRX 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
SWNRX vs. VOO — Risk-Adjusted Performance Rank
SWNRX
VOO
SWNRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Fund (SWNRX) 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
SWNRX vs. VOO - Dividend Comparison
SWNRX's dividend yield for the trailing twelve months is around 3.19%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNRX Schwab Target 2050 Fund | 3.19% | 3.33% | 3.38% | 8.27% | 5.97% | 2.35% | 4.95% | 6.56% | 2.75% | 5.33% | 5.80% | 3.68% |
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
SWNRX vs. VOO - Drawdown Comparison
The maximum SWNRX drawdown since its inception was -32.87%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWNRX and VOO.
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Volatility
SWNRX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2050 Fund (SWNRX) is 3.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that SWNRX 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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