SWORX vs. SWEGX
Compare and contrast key facts about Schwab Target 2055 Fund (SWORX) and Schwab MarketTrack All Equity Portfolio™ (SWEGX).
SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013. SWEGX is managed by Charles Schwab. It was launched on May 19, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWORX or SWEGX.
Correlation
The correlation between SWORX and SWEGX is 0.98, 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. SWEGX - Performance Comparison
Key characteristics
SWORX:
1.26
SWEGX:
0.85
SWORX:
1.74
SWEGX:
1.12
SWORX:
1.23
SWEGX:
1.17
SWORX:
1.24
SWEGX:
1.08
SWORX:
6.40
SWEGX:
3.41
SWORX:
2.28%
SWEGX:
3.30%
SWORX:
11.59%
SWEGX:
13.33%
SWORX:
-33.89%
SWEGX:
-60.17%
SWORX:
-0.92%
SWEGX:
-4.77%
Returns By Period
The year-to-date returns for both investments are quite close, with SWORX having a 4.95% return and SWEGX slightly higher at 4.98%. Both investments have delivered pretty close results over the past 10 years, with SWORX having a 5.38% annualized return and SWEGX not far behind at 5.37%.
SWORX
4.95%
1.92%
4.68%
14.99%
6.41%
5.38%
SWEGX
4.98%
1.96%
1.16%
11.50%
6.76%
5.37%
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SWORX vs. SWEGX - Expense Ratio Comparison
SWORX has a 0.00% expense ratio, which is lower than SWEGX's 0.39% expense ratio.
Risk-Adjusted Performance
SWORX vs. SWEGX — Risk-Adjusted Performance Rank
SWORX
SWEGX
SWORX vs. SWEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Fund (SWORX) and Schwab MarketTrack All Equity Portfolio™ (SWEGX). 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. SWEGX - Dividend Comparison
SWORX's dividend yield for the trailing twelve months is around 1.73%, less than SWEGX's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWORX Schwab Target 2055 Fund | 1.73% | 1.82% | 1.86% | 1.73% | 2.98% | 1.02% | 1.88% | 2.62% | 2.59% | 1.45% | 1.94% | 2.38% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 1.81% | 1.90% | 1.83% | 1.60% | 1.91% | 1.08% | 2.78% | 2.22% | 1.75% | 1.85% | 3.55% | 1.37% |
Drawdowns
SWORX vs. SWEGX - Drawdown Comparison
The maximum SWORX drawdown since its inception was -33.89%, smaller than the maximum SWEGX drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for SWORX and SWEGX. For additional features, visit the drawdowns tool.
Volatility
SWORX vs. SWEGX - Volatility Comparison
Schwab Target 2055 Fund (SWORX) and Schwab MarketTrack All Equity Portfolio™ (SWEGX) have volatilities of 2.61% and 2.64%, 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.