SWYEX vs. SWYFX
Compare and contrast key facts about Schwab Target 2030 Index Fund (SWYEX) and Schwab Target 2035 Index Fund (SWYFX).
SWYEX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWYFX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYEX or SWYFX.
Key characteristics
| SWYEX | SWYFX | |
|---|---|---|
| YTD Return | 12.15% | 13.76% |
| 1Y Return | 19.37% | 21.45% |
| 3Y Return (Ann) | 3.25% | 3.87% |
| 5Y Return (Ann) | 7.52% | 8.42% |
| Sharpe Ratio | 2.66 | 2.64 |
| Sortino Ratio | 3.79 | 3.68 |
| Omega Ratio | 1.55 | 1.55 |
| Calmar Ratio | 2.63 | 2.98 |
| Martin Ratio | 17.89 | 17.79 |
| Ulcer Index | 1.22% | 1.35% |
| Daily Std Dev | 8.18% | 9.13% |
| Max Drawdown | -23.92% | -26.50% |
| Current Drawdown | -0.73% | -0.86% |
Correlation
The correlation between SWYEX and SWYFX is 0.99, 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
SWYEX vs. SWYFX - Performance Comparison
In the year-to-date period, SWYEX achieves a 12.15% return, which is significantly lower than SWYFX's 13.76% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWYEX vs. SWYFX - Expense Ratio Comparison
Both SWYEX and SWYFX 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%.
Risk-Adjusted Performance
SWYEX vs. SWYFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Index Fund (SWYEX) and Schwab Target 2035 Index Fund (SWYFX). 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
SWYEX vs. SWYFX - Dividend Comparison
SWYEX's dividend yield for the trailing twelve months is around 2.04%, more than SWYFX's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
SWYEX Schwab Target 2030 Index Fund | 2.04% | 2.29% | 2.14% | 1.72% | 1.70% | 1.92% | 2.23% | 1.31% | 1.02% |
SWYFX Schwab Target 2035 Index Fund | 1.89% | 2.15% | 2.02% | 1.72% | 1.64% | 1.99% | 2.10% | 1.43% | 0.99% |
Drawdowns
SWYEX vs. SWYFX - Drawdown Comparison
The maximum SWYEX drawdown since its inception was -23.92%, smaller than the maximum SWYFX drawdown of -26.50%. Use the drawdown chart below to compare losses from any high point for SWYEX and SWYFX. For additional features, visit the drawdowns tool.
Volatility
SWYEX vs. SWYFX - Volatility Comparison
The current volatility for Schwab Target 2030 Index Fund (SWYEX) is 2.13%, while Schwab Target 2035 Index Fund (SWYFX) has a volatility of 2.41%. This indicates that SWYEX experiences smaller price fluctuations and is considered to be less risky than SWYFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.