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.
Correlation
The correlation between SWNRX and VOO 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
SWNRX vs. VOO - Performance Comparison
Key characteristics
SWNRX:
1.39
VOO:
2.22
SWNRX:
1.87
VOO:
2.95
SWNRX:
1.28
VOO:
1.42
SWNRX:
2.12
VOO:
3.27
SWNRX:
8.87
VOO:
14.57
SWNRX:
1.78%
VOO:
1.90%
SWNRX:
11.34%
VOO:
12.47%
SWNRX:
-32.87%
VOO:
-33.99%
SWNRX:
-3.03%
VOO:
-1.77%
Returns By Period
In the year-to-date period, SWNRX achieves a 14.98% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, SWNRX has underperformed VOO with an annualized return of 8.12%, while VOO has yielded a comparatively higher 13.12% annualized return.
SWNRX
14.98%
-0.73%
5.40%
15.68%
8.73%
8.12%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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.
Dividends
SWNRX vs. VOO - Dividend Comparison
SWNRX's dividend yield for the trailing twelve months is around 1.64%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNRX Schwab Target 2050 Fund | 1.64% | 1.89% | 1.76% | 2.99% | 1.07% | 1.94% | 2.62% | 2.58% | 1.49% | 1.95% | 2.38% | 1.51% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
SWNRX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2050 Fund (SWNRX) is 3.51%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.78%. 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.