SWPRX vs. VTI

In the year-to-date period, SWPRX achieves a 1.29% return, which is significantly higher than VTI's -3.75% return.

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SWPRX has a 0.00% expense ratio, which is lower than VTI'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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Fund (SWPRX) and Vanguard Total Stock Market ETF (VTI). 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 0.40, which is comparable to the VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of SWPRX and VTI, 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 1.73%, more than VTI's 1.35% yield.

The maximum SWPRX drawdown since its inception was -34.43%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SWPRX and VTI. For additional features, visit the drawdowns tool.

The current volatility for Schwab Target 2060 Fund (SWPRX) is 5.10%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 7.23%. This indicates that SWPRX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.