SWORX vs. VOO
Compare and contrast key facts about Schwab Target 2055 Fund (SWORX) and Vanguard S&P 500 ETF (VOO).
SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWORX or VOO.
Correlation
The correlation between SWORX and VOO is 0.95, 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. VOO - Performance Comparison
Key characteristics
SWORX:
0.35
VOO:
0.57
SWORX:
0.60
VOO:
0.92
SWORX:
1.09
VOO:
1.13
SWORX:
0.36
VOO:
0.58
SWORX:
1.53
VOO:
2.42
SWORX:
3.78%
VOO:
4.51%
SWORX:
16.31%
VOO:
19.17%
SWORX:
-33.89%
VOO:
-33.99%
SWORX:
-8.52%
VOO:
-10.56%
Returns By Period
In the year-to-date period, SWORX achieves a -3.09% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, SWORX has underperformed VOO with an annualized return of 4.38%, while VOO has yielded a comparatively higher 12.02% annualized return.
SWORX
-3.09%
-4.86%
-5.45%
4.73%
8.80%
4.38%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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SWORX vs. VOO - Expense Ratio Comparison
SWORX has a 0.00% expense ratio, which is lower than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
SWORX
VOO
SWORX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Fund (SWORX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SWORX's dividend yield for the trailing twelve months is around 1.88%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWORX Schwab Target 2055 Fund | 1.88% | 1.82% | 1.86% | 1.73% | 2.98% | 1.02% | 1.88% | 2.62% | 2.59% | 1.45% | 1.94% | 2.38% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWORX vs. VOO - Drawdown Comparison
The maximum SWORX drawdown since its inception was -33.89%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWORX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWORX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2055 Fund (SWORX) is 11.29%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that SWORX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.