SWYFX vs. SWLGX
Compare and contrast key facts about Schwab Target 2035 Index Fund (SWYFX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWYFX is managed by Charles Schwab. It was launched on Aug 24, 2016. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
SWYFX vs. SWLGX - Performance Comparison
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SWYFX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYFX Schwab Target 2035 Index Fund | -1.00% | 16.40% | 11.71% | 18.20% | -16.36% | 14.26% | 13.85% | 22.37% | -7.99% | 0.32% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SWYFX achieves a -1.00% return, which is significantly higher than SWLGX's -9.81% return.
SWYFX
- 1D
- 2.06%
- 1M
- -4.17%
- YTD
- -1.00%
- 6M
- 0.98%
- 1Y
- 14.76%
- 3Y*
- 12.82%
- 5Y*
- 6.86%
- 10Y*
- —
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
- —
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SWYFX vs. SWLGX - Expense Ratio Comparison
SWYFX has a 0.04% expense ratio, which is higher than SWLGX's 0.04% 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%.
Return for Risk
SWYFX vs. SWLGX — Risk / Return Rank
SWYFX
SWLGX
SWYFX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Index Fund (SWYFX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| SWYFX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.83 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.35 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.17 | +0.60 |
Martin ratioReturn relative to average drawdown | 8.28 | 4.02 | +4.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWYFX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.83 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.58 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.70 | -0.02 |
Correlation
The correlation between SWYFX and SWLGX is 0.88, 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.
Dividends
SWYFX vs. SWLGX - Dividend Comparison
SWYFX's dividend yield for the trailing twelve months is around 2.30%, more than SWLGX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SWYFX Schwab Target 2035 Index Fund | 2.30% | 2.28% | 2.37% | 2.14% | 2.02% | 1.80% | 1.73% | 2.00% | 0.00% | 1.44% | 0.99% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% |
Drawdowns
SWYFX vs. SWLGX - Drawdown Comparison
The maximum SWYFX drawdown since its inception was -25.51%, smaller than the maximum SWLGX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SWYFX and SWLGX.
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Drawdown Indicators
| SWYFX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.51% | -32.69% | +7.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -16.16% | +7.49% |
Max Drawdown (5Y)Largest decline over 5 years | -23.19% | -32.69% | +9.50% |
Current DrawdownCurrent decline from peak | -4.90% | -13.03% | +8.13% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -7.13% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 4.69% | -2.84% |
Volatility
SWYFX vs. SWLGX - Volatility Comparison
The current volatility for Schwab Target 2035 Index Fund (SWYFX) is 4.38%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.73%. This indicates that SWYFX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWYFX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 6.73% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 12.40% | -5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 22.57% | -10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.04% | 21.52% | -9.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.88% | 22.81% | -9.93% |