SWYEX vs. VOO
Compare and contrast key facts about Schwab Target 2030 Index Fund (SWYEX) and Vanguard S&P 500 ETF (VOO).
SWYEX is managed by Schwab Funds. It was launched on Aug 24, 2016. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYEX or VOO.
Correlation
The correlation between SWYEX and VOO is 0.94, 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. VOO - Performance Comparison
Key characteristics
SWYEX:
1.60
VOO:
1.95
SWYEX:
2.22
VOO:
2.60
SWYEX:
1.29
VOO:
1.36
SWYEX:
3.12
VOO:
2.97
SWYEX:
8.67
VOO:
12.47
SWYEX:
1.49%
VOO:
2.01%
SWYEX:
8.05%
VOO:
12.89%
SWYEX:
-23.92%
VOO:
-33.99%
SWYEX:
-1.17%
VOO:
-1.30%
Returns By Period
In the year-to-date period, SWYEX achieves a 2.16% return, which is significantly lower than VOO's 2.71% return.
SWYEX
2.16%
1.97%
4.27%
12.38%
7.19%
N/A
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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SWYEX vs. VOO - Expense Ratio Comparison
SWYEX has a 0.04% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
SWYEX vs. VOO — Risk-Adjusted Performance Rank
SWYEX
VOO
SWYEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Index Fund (SWYEX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SWYEX's dividend yield for the trailing twelve months is around 2.54%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYEX Schwab Target 2030 Index Fund | 2.54% | 2.60% | 2.29% | 2.14% | 1.72% | 1.70% | 1.92% | 2.23% | 1.31% | 1.02% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWYEX vs. VOO - Drawdown Comparison
The maximum SWYEX drawdown since its inception was -23.92%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWYEX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWYEX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2030 Index Fund (SWYEX) is 2.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.21%. This indicates that SWYEX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.