SWYAX vs. SWAGX
Compare and contrast key facts about Schwab Target 2010 Index Fund (SWYAX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
SWYAX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYAX or SWAGX.
Correlation
The correlation between SWYAX and SWAGX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWYAX vs. SWAGX - Performance Comparison
Key characteristics
SWYAX:
1.65
SWAGX:
0.76
SWYAX:
2.34
SWAGX:
1.13
SWYAX:
1.30
SWAGX:
1.13
SWYAX:
1.91
SWAGX:
0.29
SWYAX:
7.10
SWAGX:
1.85
SWYAX:
1.33%
SWAGX:
2.15%
SWYAX:
5.71%
SWAGX:
5.25%
SWYAX:
-18.54%
SWAGX:
-18.84%
SWYAX:
-0.75%
SWAGX:
-8.68%
Returns By Period
In the year-to-date period, SWYAX achieves a 2.44% return, which is significantly higher than SWAGX's 0.58% return.
SWYAX
2.44%
1.61%
1.97%
9.24%
3.93%
N/A
SWAGX
0.58%
0.81%
-1.24%
4.11%
-0.70%
N/A
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SWYAX vs. SWAGX - Expense Ratio Comparison
Both SWYAX and SWAGX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWYAX vs. SWAGX — Risk-Adjusted Performance Rank
SWYAX
SWAGX
SWYAX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Index Fund (SWYAX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
SWYAX vs. SWAGX - Dividend Comparison
SWYAX's dividend yield for the trailing twelve months is around 3.21%, less than SWAGX's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYAX Schwab Target 2010 Index Fund | 3.21% | 3.29% | 2.85% | 2.45% | 1.91% | 1.66% | 2.14% | 1.96% | 1.17% | 0.75% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.93% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% |
Drawdowns
SWYAX vs. SWAGX - Drawdown Comparison
The maximum SWYAX drawdown since its inception was -18.54%, roughly equal to the maximum SWAGX drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for SWYAX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
SWYAX vs. SWAGX - Volatility Comparison
Schwab Target 2010 Index Fund (SWYAX) has a higher volatility of 1.43% compared to Schwab U.S. Aggregate Bond Index Fund (SWAGX) at 1.35%. This indicates that SWYAX's price experiences larger fluctuations and is considered to be riskier than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.