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 0.95, 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.
Performance
SWNRX vs. VOO - Performance Comparison
Key characteristics
SWNRX:
1.34
VOO:
1.96
SWNRX:
1.84
VOO:
2.62
SWNRX:
1.24
VOO:
1.36
SWNRX:
1.13
VOO:
2.99
SWNRX:
7.11
VOO:
12.55
SWNRX:
2.17%
VOO:
2.01%
SWNRX:
11.50%
VOO:
12.90%
SWNRX:
-33.04%
VOO:
-33.99%
SWNRX:
-2.78%
VOO:
-1.69%
Returns By Period
In the year-to-date period, SWNRX achieves a 2.79% return, which is significantly higher than VOO's 2.31% return. Over the past 10 years, SWNRX has underperformed VOO with an annualized return of 5.59%, while VOO has yielded a comparatively higher 13.71% annualized return.
SWNRX
2.79%
0.32%
4.79%
14.73%
6.07%
5.59%
VOO
2.31%
0.76%
10.79%
24.60%
14.76%
13.71%
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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.
Dividends
SWNRX vs. VOO - Dividend Comparison
SWNRX's dividend yield for the trailing twelve months is around 1.82%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNRX Schwab Target 2050 Fund | 1.82% | 1.87% | 1.89% | 1.76% | 2.99% | 1.07% | 1.94% | 2.62% | 2.58% | 1.49% | 1.95% | 2.38% |
VOO Vanguard S&P 500 ETF | 1.22% | 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 -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.
Volatility
SWNRX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2050 Fund (SWNRX) is 3.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.22%. 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.