SWORX vs. SWYJX
Compare and contrast key facts about Schwab Target 2055 Fund (SWORX) and Schwab Target 2055 Index Fund (SWYJX).
SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013. SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWORX or SWYJX.
Correlation
The correlation between SWORX and SWYJX is 0.94, 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. SWYJX - Performance Comparison
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Key characteristics
SWORX:
0.47
SWYJX:
0.66
SWORX:
0.90
SWYJX:
1.17
SWORX:
1.13
SWYJX:
1.17
SWORX:
0.58
SWYJX:
0.81
SWORX:
2.37
SWYJX:
3.59
SWORX:
3.94%
SWYJX:
3.51%
SWORX:
16.40%
SWYJX:
16.40%
SWORX:
-33.89%
SWYJX:
-32.63%
SWORX:
-1.53%
SWYJX:
-0.76%
Returns By Period
The year-to-date returns for both investments are quite close, with SWORX having a 4.31% return and SWYJX slightly higher at 4.34%.
SWORX
4.31%
8.55%
1.15%
7.60%
10.16%
5.07%
SWYJX
4.34%
8.65%
2.91%
10.73%
13.66%
N/A
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SWORX vs. SWYJX - Expense Ratio Comparison
SWORX has a 0.00% expense ratio, which is lower than SWYJX'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%.
Risk-Adjusted Performance
SWORX vs. SWYJX — Risk-Adjusted Performance Rank
SWORX
SWYJX
SWORX vs. SWYJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Fund (SWORX) and Schwab Target 2055 Index Fund (SWYJX). 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.
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Dividends
SWORX vs. SWYJX - Dividend Comparison
SWORX's dividend yield for the trailing twelve months is around 3.30%, more than SWYJX's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWORX Schwab Target 2055 Fund | 3.30% | 3.44% | 3.31% | 8.42% | 5.25% | 2.23% | 5.15% | 6.38% | 2.72% | 5.19% | 5.85% | 3.68% |
SWYJX Schwab Target 2055 Index Fund | 1.90% | 1.99% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% | 0.00% | 0.00% |
Drawdowns
SWORX vs. SWYJX - Drawdown Comparison
The maximum SWORX drawdown since its inception was -33.89%, roughly equal to the maximum SWYJX drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for SWORX and SWYJX. For additional features, visit the drawdowns tool.
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Volatility
SWORX vs. SWYJX - Volatility Comparison
The current volatility for Schwab Target 2055 Fund (SWORX) is 4.09%, while Schwab Target 2055 Index Fund (SWYJX) has a volatility of 4.33%. This indicates that SWORX experiences smaller price fluctuations and is considered to be less risky than SWYJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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