SWYAX vs. VT
Compare and contrast key facts about Schwab Target 2010 Index Fund (SWYAX) and Vanguard Total World Stock ETF (VT).
SWYAX is managed by Schwab Funds. It was launched on Aug 24, 2016. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYAX or VT.
Correlation
The correlation between SWYAX and VT is 0.87, 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. VT - Performance Comparison
Key characteristics
SWYAX:
1.65
VT:
1.68
SWYAX:
2.34
VT:
2.29
SWYAX:
1.30
VT:
1.30
SWYAX:
1.91
VT:
2.47
SWYAX:
7.10
VT:
9.82
SWYAX:
1.33%
VT:
2.04%
SWYAX:
5.71%
VT:
11.97%
SWYAX:
-18.54%
VT:
-50.27%
SWYAX:
-0.75%
VT:
0.00%
Returns By Period
In the year-to-date period, SWYAX achieves a 2.44% return, which is significantly lower than VT's 5.52% return.
SWYAX
2.44%
1.61%
1.97%
9.24%
3.93%
N/A
VT
5.52%
3.76%
8.02%
19.33%
10.76%
9.47%
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SWYAX vs. VT - Expense Ratio Comparison
SWYAX has a 0.04% 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%.
Risk-Adjusted Performance
SWYAX vs. VT — Risk-Adjusted Performance Rank
SWYAX
VT
SWYAX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Index Fund (SWYAX) 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.
Dividends
SWYAX vs. VT - Dividend Comparison
SWYAX's dividend yield for the trailing twelve months is around 3.21%, more than VT's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.85% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
SWYAX vs. VT - Drawdown Comparison
The maximum SWYAX drawdown since its inception was -18.54%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SWYAX and VT. For additional features, visit the drawdowns tool.
Volatility
SWYAX vs. VT - Volatility Comparison
The current volatility for Schwab Target 2010 Index Fund (SWYAX) is 1.43%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.05%. This indicates that SWYAX 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.