SWORX vs. SCHD
Compare and contrast key facts about Schwab Target 2055 Fund (SWORX) and Schwab US Dividend Equity ETF (SCHD).
SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWORX or SCHD.
Correlation
The correlation between SWORX and SCHD is 0.81, 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
SWORX vs. SCHD - Performance Comparison
Key characteristics
SWORX:
1.38
SCHD:
1.15
SWORX:
1.85
SCHD:
1.70
SWORX:
1.28
SCHD:
1.20
SWORX:
2.09
SCHD:
1.63
SWORX:
8.78
SCHD:
5.55
SWORX:
1.81%
SCHD:
2.33%
SWORX:
11.59%
SCHD:
11.24%
SWORX:
-33.56%
SCHD:
-33.37%
SWORX:
-3.08%
SCHD:
-6.45%
Returns By Period
In the year-to-date period, SWORX achieves a 15.10% return, which is significantly higher than SCHD's 11.86% return. Over the past 10 years, SWORX has underperformed SCHD with an annualized return of 8.20%, while SCHD has yielded a comparatively higher 10.89% annualized return.
SWORX
15.10%
-0.78%
5.41%
15.78%
8.79%
8.20%
SCHD
11.86%
-5.88%
6.68%
12.28%
11.08%
10.89%
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SWORX vs. SCHD - Expense Ratio Comparison
SWORX has a 0.00% expense ratio, which is lower than SCHD's 0.06% 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
SWORX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Fund (SWORX) and Schwab US Dividend Equity ETF (SCHD). 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
SWORX vs. SCHD - Dividend Comparison
SWORX's dividend yield for the trailing twelve months is around 1.61%, less than SCHD's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWORX Schwab Target 2055 Fund | 1.61% | 1.86% | 1.73% | 2.98% | 1.02% | 1.88% | 2.62% | 2.59% | 1.45% | 1.94% | 2.38% | 1.50% |
SCHD Schwab US Dividend Equity ETF | 3.63% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
SWORX vs. SCHD - Drawdown Comparison
The maximum SWORX drawdown since its inception was -33.56%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SWORX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SWORX vs. SCHD - Volatility Comparison
Schwab Target 2055 Fund (SWORX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.55% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.