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
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Key characteristics
SWORX:
0.47
VOO:
0.67
SWORX:
0.90
VOO:
1.19
SWORX:
1.13
VOO:
1.17
SWORX:
0.58
VOO:
0.80
SWORX:
2.37
VOO:
3.05
SWORX:
3.94%
VOO:
4.88%
SWORX:
16.40%
VOO:
19.40%
SWORX:
-33.89%
VOO:
-33.99%
SWORX:
-1.53%
VOO:
-3.38%
Returns By Period
In the year-to-date period, SWORX achieves a 4.31% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, SWORX has underperformed VOO with an annualized return of 5.07%, while VOO has yielded a comparatively higher 12.77% annualized return.
SWORX
4.31%
8.55%
1.15%
7.60%
10.16%
5.07%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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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.
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Dividends
SWORX vs. VOO - Dividend Comparison
SWORX's dividend yield for the trailing twelve months is around 3.30%, more than VOO's 1.28% 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% |
VOO Vanguard S&P 500 ETF | 1.28% | 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.
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Volatility
SWORX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2055 Fund (SWORX) is 4.09%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. 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.
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