SWQRX vs. VOO
Compare and contrast key facts about Schwab Target 2065 Fund (SWQRX) and Vanguard S&P 500 ETF (VOO).
SWQRX is managed by Charles Schwab. It was launched on Feb 24, 2021. 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: SWQRX or VOO.
Correlation
The correlation between SWQRX and VOO is 0.92, 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
SWQRX vs. VOO - Performance Comparison
Key characteristics
SWQRX:
1.26
VOO:
2.00
SWQRX:
1.71
VOO:
2.68
SWQRX:
1.26
VOO:
1.37
SWQRX:
1.88
VOO:
2.98
SWQRX:
8.06
VOO:
13.18
SWQRX:
1.89%
VOO:
1.91%
SWQRX:
12.11%
VOO:
12.60%
SWQRX:
-28.26%
VOO:
-33.99%
SWQRX:
-3.12%
VOO:
-2.88%
Returns By Period
In the year-to-date period, SWQRX achieves a 15.58% return, which is significantly lower than VOO's 25.48% return.
SWQRX
15.58%
-1.71%
5.31%
15.58%
N/A
N/A
VOO
25.48%
-1.94%
8.60%
25.48%
14.64%
13.16%
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SWQRX vs. VOO - Expense Ratio Comparison
SWQRX 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
SWQRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2065 Fund (SWQRX) 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
SWQRX vs. VOO - Dividend Comparison
SWQRX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWQRX Schwab Target 2065 Fund | 0.00% | 1.78% | 1.54% | 2.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SWQRX vs. VOO - Drawdown Comparison
The maximum SWQRX drawdown since its inception was -28.26%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWQRX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWQRX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2065 Fund (SWQRX) is 3.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.14%. This indicates that SWQRX 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.