SWORX vs. SWLGX

In the year-to-date period, SWORX achieves a 3.90% return, which is significantly higher than SWLGX's -0.97% return.

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SWORX has a 0.00% expense ratio, which is lower than SWLGX's 0.04% 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 2055 Fund (SWORX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 SWORX Sharpe Ratio is 0.55, which is comparable to the SWLGX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of SWORX and SWLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWORX's dividend yield for the trailing twelve months is around 1.75%, more than SWLGX's 0.53% yield.

The maximum SWORX drawdown since its inception was -33.89%, roughly equal to the maximum SWLGX drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for SWORX and SWLGX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Target 2055 Fund (SWORX) is 4.09%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 7.85%. This indicates that SWORX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.