SWYEX vs. SWYHX

In the year-to-date period, SWYEX achieves a 1.46% return, which is significantly higher than SWYHX's 1.26% return.

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Both SWYEX and SWYHX 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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Index Fund (SWYEX) and Schwab Target 2045 Index Fund (SWYHX). 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 SWYHX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of SWYEX and SWYHX, 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%, more than SWYHX's 2.10% yield.

The maximum SWYEX drawdown since its inception was -23.92%, smaller than the maximum SWYHX drawdown of -30.74%. Use the drawdown chart below to compare losses from any high point for SWYEX and SWYHX. For additional features, visit the drawdowns tool.