SWYDX vs. VTTVX
Compare and contrast key facts about Schwab Target 2025 Index Fund (SWYDX) and Vanguard Target Retirement 2025 Fund (VTTVX).
SWYDX is managed by Schwab Funds. It was launched on Aug 24, 2016. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYDX or VTTVX.
Correlation
The correlation between SWYDX and VTTVX is 0.97, 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
SWYDX vs. VTTVX - Performance Comparison
Key characteristics
SWYDX:
1.43
VTTVX:
0.71
SWYDX:
2.00
VTTVX:
0.92
SWYDX:
1.26
VTTVX:
1.15
SWYDX:
2.36
VTTVX:
0.34
SWYDX:
6.93
VTTVX:
2.52
SWYDX:
1.39%
VTTVX:
2.37%
SWYDX:
6.76%
VTTVX:
8.41%
SWYDX:
-20.54%
VTTVX:
-46.03%
SWYDX:
-1.39%
VTTVX:
-11.87%
Returns By Period
In the year-to-date period, SWYDX achieves a 1.95% return, which is significantly lower than VTTVX's 2.14% return.
SWYDX
1.95%
2.81%
3.20%
10.94%
5.37%
N/A
VTTVX
2.14%
3.19%
-0.27%
7.02%
0.97%
3.49%
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SWYDX vs. VTTVX - Expense Ratio Comparison
SWYDX has a 0.04% expense ratio, which is lower than VTTVX's 0.08% 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
SWYDX vs. VTTVX — Risk-Adjusted Performance Rank
SWYDX
VTTVX
SWYDX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2025 Index Fund (SWYDX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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
SWYDX vs. VTTVX - Dividend Comparison
SWYDX's dividend yield for the trailing twelve months is around 2.95%, more than VTTVX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYDX Schwab Target 2025 Index Fund | 2.95% | 3.01% | 2.59% | 2.32% | 1.78% | 1.68% | 1.90% | 2.22% | 1.33% | 0.79% | 0.00% | 0.00% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.90% | 2.96% | 2.75% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% |
Drawdowns
SWYDX vs. VTTVX - Drawdown Comparison
The maximum SWYDX drawdown since its inception was -20.54%, smaller than the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for SWYDX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
SWYDX vs. VTTVX - Volatility Comparison
The current volatility for Schwab Target 2025 Index Fund (SWYDX) is 1.74%, while Vanguard Target Retirement 2025 Fund (VTTVX) has a volatility of 1.87%. This indicates that SWYDX experiences smaller price fluctuations and is considered to be less risky than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.