SWPRX vs. VT

In the year-to-date period, SWPRX achieves a 16.37% return, which is significantly lower than VT's 18.18% return.

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SWPRX has a 0.00% expense ratio, which is lower than VT's 0.07% 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 2060 Fund (SWPRX) and Vanguard Total World Stock ETF (VT). 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 SWPRX Sharpe Ratio is 2.07, which is comparable to the VT Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of SWPRX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWPRX's dividend yield for the trailing twelve months is around 1.58%, less than VT's 1.85% yield.

The maximum SWPRX drawdown since its inception was -34.43%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SWPRX and VT. For additional features, visit the drawdowns tool.

The current volatility for Schwab Target 2060 Fund (SWPRX) is 2.89%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.18%. This indicates that SWPRX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.