SWORX vs. SWHRX
Compare and contrast key facts about Schwab Target 2055 Fund (SWORX) and Schwab Target 2025 Fund (SWHRX).
SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013. SWHRX is managed by Charles Schwab. It was launched on Mar 11, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWORX or SWHRX.
Correlation
The correlation between SWORX and SWHRX 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. SWHRX - Performance Comparison
Key characteristics
SWORX:
1.26
SWHRX:
0.77
SWORX:
1.74
SWHRX:
0.98
SWORX:
1.23
SWHRX:
1.16
SWORX:
1.24
SWHRX:
0.47
SWORX:
6.40
SWHRX:
2.48
SWORX:
2.28%
SWHRX:
2.50%
SWORX:
11.59%
SWHRX:
8.07%
SWORX:
-33.89%
SWHRX:
-37.97%
SWORX:
-0.92%
SWHRX:
-7.17%
Returns By Period
In the year-to-date period, SWORX achieves a 4.95% return, which is significantly higher than SWHRX's 3.01% return. Over the past 10 years, SWORX has outperformed SWHRX with an annualized return of 5.38%, while SWHRX has yielded a comparatively lower 2.59% annualized return.
SWORX
4.95%
1.92%
4.68%
14.99%
6.41%
5.38%
SWHRX
3.01%
1.31%
-1.07%
6.42%
2.37%
2.59%
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SWORX vs. SWHRX - Expense Ratio Comparison
SWORX has a 0.00% expense ratio, which is lower than SWHRX's 0.00% 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. SWHRX — Risk-Adjusted Performance Rank
SWORX
SWHRX
SWORX vs. SWHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Fund (SWORX) and Schwab Target 2025 Fund (SWHRX). 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. SWHRX - Dividend Comparison
SWORX's dividend yield for the trailing twelve months is around 1.73%, less than SWHRX's 3.08% 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% |
SWHRX Schwab Target 2025 Fund | 3.08% | 3.17% | 2.70% | 2.29% | 2.36% | 1.74% | 2.43% | 2.67% | 2.34% | 1.74% | 2.01% | 2.31% |
Drawdowns
SWORX vs. SWHRX - Drawdown Comparison
The maximum SWORX drawdown since its inception was -33.89%, smaller than the maximum SWHRX drawdown of -37.97%. Use the drawdown chart below to compare losses from any high point for SWORX and SWHRX. For additional features, visit the drawdowns tool.
Volatility
SWORX vs. SWHRX - Volatility Comparison
Schwab Target 2055 Fund (SWORX) has a higher volatility of 2.61% compared to Schwab Target 2025 Fund (SWHRX) at 1.43%. This indicates that SWORX's price experiences larger fluctuations and is considered to be riskier than SWHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.