SWNRX vs. VOO

In the year-to-date period, SWNRX achieves a 1.30% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, SWNRX has underperformed VOO with an annualized return of 4.80%, while VOO has yielded a comparatively higher 12.42% annualized return.

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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%.

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.

The current SWNRX Sharpe Ratio is 0.42, which is comparable to the VOO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of SWNRX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWNRX's dividend yield for the trailing twelve months is around 1.84%, more than VOO's 1.34% yield.

The maximum SWNRX drawdown since its inception was -33.04%, 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.