Correlation
The correlation between SWYFX and SPY is 0.95, 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.
SWYFX vs. SPY
Compare and contrast key facts about Schwab Target 2035 Index Fund (SWYFX) and SPDR S&P 500 ETF (SPY).
SWYFX is managed by Schwab Funds. It was launched on Aug 24, 2016. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYFX or SPY.
Performance
SWYFX vs. SPY - Performance Comparison
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Key characteristics
SWYFX:
0.92
SPY:
0.70
SWYFX:
1.27
SPY:
1.02
SWYFX:
1.18
SPY:
1.15
SWYFX:
0.92
SPY:
0.68
SWYFX:
4.06
SPY:
2.57
SWYFX:
2.63%
SPY:
4.93%
SWYFX:
12.60%
SPY:
20.42%
SWYFX:
-26.50%
SPY:
-55.19%
SWYFX:
-0.34%
SPY:
-3.55%
Returns By Period
In the year-to-date period, SWYFX achieves a 4.07% return, which is significantly higher than SPY's 0.87% return.
SWYFX
4.07%
3.57%
0.96%
10.76%
9.04%
9.52%
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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SWYFX vs. SPY - Expense Ratio Comparison
SWYFX has a 0.04% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, 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
SWYFX vs. SPY — Risk-Adjusted Performance Rank
SWYFX
SPY
SWYFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Index Fund (SWYFX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
SWYFX vs. SPY - Dividend Comparison
SWYFX's dividend yield for the trailing twelve months is around 2.28%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYFX Schwab Target 2035 Index Fund | 2.28% | 2.37% | 2.15% | 2.02% | 1.80% | 1.73% | 2.00% | 2.10% | 1.44% | 0.99% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SWYFX vs. SPY - Drawdown Comparison
The maximum SWYFX drawdown since its inception was -26.50%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SWYFX and SPY.
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Volatility
SWYFX vs. SPY - Volatility Comparison
The current volatility for Schwab Target 2035 Index Fund (SWYFX) is 2.87%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that SWYFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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