SWYEX vs. SWTSX

In the year-to-date period, SWYEX achieves a 3.75% return, which is significantly higher than SWTSX's 0.52% return.

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SWYEX has a 0.04% expense ratio, which is higher than SWTSX's 0.03% 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 Total Stock Market Index Fund (SWTSX). 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 0.99, which is higher than the SWTSX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of SWYEX and SWTSX, 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 2.50%, more than SWTSX's 1.23% yield.

The maximum SWYEX drawdown since its inception was -23.92%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for SWYEX and SWTSX.

The current volatility for Schwab Target 2030 Index Fund (SWYEX) is 2.57%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 4.98%. This indicates that SWYEX experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.