SWYAX vs. SWBRX
Compare and contrast key facts about Schwab Target 2010 Index Fund (SWYAX) and Schwab Target 2010 Fund (SWBRX).
SWYAX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWBRX is managed by Charles Schwab. It was launched on Jun 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYAX or SWBRX.
Correlation
The correlation between SWYAX and SWBRX is 0.96, 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
SWYAX vs. SWBRX - Performance Comparison
Key characteristics
SWYAX:
1.53
SWBRX:
0.85
SWYAX:
2.16
SWBRX:
1.10
SWYAX:
1.28
SWBRX:
1.17
SWYAX:
1.73
SWBRX:
0.51
SWYAX:
7.04
SWBRX:
3.36
SWYAX:
1.27%
SWBRX:
1.70%
SWYAX:
5.85%
SWBRX:
6.73%
SWYAX:
-18.54%
SWBRX:
-38.05%
SWYAX:
-2.32%
SWBRX:
-6.26%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWYAX having a 0.81% return and SWBRX slightly lower at 0.78%.
SWYAX
0.81%
0.36%
2.60%
8.69%
3.82%
N/A
SWBRX
0.78%
-2.66%
-0.50%
5.52%
1.89%
2.95%
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SWYAX vs. SWBRX - Expense Ratio Comparison
SWYAX has a 0.04% expense ratio, which is higher than SWBRX's 0.00% expense ratio. However, 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
SWYAX vs. SWBRX — Risk-Adjusted Performance Rank
SWYAX
SWBRX
SWYAX vs. SWBRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Index Fund (SWYAX) and Schwab Target 2010 Fund (SWBRX). 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. SWBRX - Dividend Comparison
SWYAX's dividend yield for the trailing twelve months is around 3.26%, less than SWBRX's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYAX Schwab Target 2010 Index Fund | 3.26% | 3.29% | 2.85% | 2.45% | 1.91% | 1.66% | 2.14% | 1.96% | 1.17% | 0.75% | 0.00% | 0.00% |
SWBRX Schwab Target 2010 Fund | 3.35% | 3.37% | 2.92% | 2.48% | 2.04% | 1.89% | 2.53% | 2.81% | 2.22% | 1.79% | 1.86% | 2.03% |
Drawdowns
SWYAX vs. SWBRX - Drawdown Comparison
The maximum SWYAX drawdown since its inception was -18.54%, smaller than the maximum SWBRX drawdown of -38.05%. Use the drawdown chart below to compare losses from any high point for SWYAX and SWBRX. For additional features, visit the drawdowns tool.
Volatility
SWYAX vs. SWBRX - Volatility Comparison
The current volatility for Schwab Target 2010 Index Fund (SWYAX) is 2.43%, while Schwab Target 2010 Fund (SWBRX) has a volatility of 4.17%. This indicates that SWYAX experiences smaller price fluctuations and is considered to be less risky than SWBRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.