SWYBX vs. SWSSX
Compare and contrast key facts about Schwab Target 2015 Index Fund (SWYBX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
SWYBX is managed by Charles Schwab. It was launched on Aug 24, 2016. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
SWYBX vs. SWSSX - Performance Comparison
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SWYBX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYBX Schwab Target 2015 Index Fund | -1.85% | 11.88% | 7.59% | 12.68% | -13.59% | 7.67% | 10.93% | 14.99% | -2.59% | 9.85% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, SWYBX achieves a -1.85% return, which is significantly higher than SWSSX's -2.49% return.
SWYBX
- 1D
- 0.15%
- 1M
- -4.27%
- YTD
- -1.85%
- 6M
- -0.18%
- 1Y
- 8.68%
- 3Y*
- 8.36%
- 5Y*
- 4.24%
- 10Y*
- —
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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SWYBX vs. SWSSX - Expense Ratio Comparison
Both SWYBX and SWSSX 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%.
Return for Risk
SWYBX vs. SWSSX — Risk / Return Rank
SWYBX
SWSSX
SWYBX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2015 Index Fund (SWYBX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| SWYBX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.91 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.40 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.33 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.25 | 5.02 | +2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWYBX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.91 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.14 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.33 | +0.38 |
Correlation
The correlation between SWYBX and SWSSX is 0.76, 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.
Dividends
SWYBX vs. SWSSX - Dividend Comparison
SWYBX's dividend yield for the trailing twelve months is around 4.60%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYBX Schwab Target 2015 Index Fund | 4.60% | 4.52% | 3.67% | 2.38% | 2.61% | 2.74% | 2.32% | 2.23% | 1.77% | 1.44% | 0.78% | 0.00% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
SWYBX vs. SWSSX - Drawdown Comparison
The maximum SWYBX drawdown since its inception was -20.49%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for SWYBX and SWSSX.
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Drawdown Indicators
| SWYBX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.49% | -60.34% | +39.85% |
Max Drawdown (1Y)Largest decline over 1 year | -5.23% | -13.90% | +8.67% |
Max Drawdown (5Y)Largest decline over 5 years | -20.49% | -31.93% | +11.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.81% | — |
Current DrawdownCurrent decline from peak | -4.34% | -11.00% | +6.66% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -10.78% | +7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 3.68% | -2.51% |
Volatility
SWYBX vs. SWSSX - Volatility Comparison
The current volatility for Schwab Target 2015 Index Fund (SWYBX) is 2.48%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that SWYBX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWYBX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 6.59% | -4.11% |
Volatility (6M)Calculated over the trailing 6-month period | 4.01% | 14.12% | -10.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.18% | 23.11% | -15.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.10% | 22.57% | -14.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.85% | 24.03% | -16.18% |