SWYEX vs. SWDRX

In the year-to-date period, SWYEX achieves a 1.46% return, which is significantly lower than SWDRX's 1.62% return.

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SWYEX has a 0.04% expense ratio, which is higher than SWDRX'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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Index Fund (SWYEX) and Schwab Target 2030 Fund (SWDRX). 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.

The current SWYEX Sharpe Ratio is 0.77, which is comparable to the SWDRX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of SWYEX and SWDRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYEX's dividend yield for the trailing twelve months is around 2.56%, less than SWDRX's 2.66% yield.

The maximum SWYEX drawdown since its inception was -23.92%, smaller than the maximum SWDRX drawdown of -45.80%. Use the drawdown chart below to compare losses from any high point for SWYEX and SWDRX. For additional features, visit the drawdowns tool.