SWYFX vs. SWYEX
Compare and contrast key facts about Schwab Target 2035 Index Fund (SWYFX) and Schwab Target 2030 Index Fund (SWYEX).
SWYFX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWYEX 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: SWYFX or SWYEX.
Key characteristics
| SWYFX | SWYEX | |
|---|---|---|
| YTD Return | 12.12% | 11.12% |
| 1Y Return | 20.36% | 18.95% |
| 3Y Return (Ann) | 4.35% | 3.75% |
| 5Y Return (Ann) | 8.77% | 7.91% |
| Sharpe Ratio | 2.05 | 2.11 |
| Daily Std Dev | 9.77% | 8.82% |
| Max Drawdown | -26.50% | -23.92% |
| Current Drawdown | -0.35% | -0.37% |
Correlation
The correlation between SWYFX and SWYEX 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
SWYFX vs. SWYEX - Performance Comparison
In the year-to-date period, SWYFX achieves a 12.12% return, which is significantly higher than SWYEX's 11.12% 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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SWYFX vs. SWYEX - Expense Ratio Comparison
Both SWYFX and SWYEX 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
SWYFX vs. SWYEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Index Fund (SWYFX) and Schwab Target 2030 Index Fund (SWYEX). 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
SWYFX vs. SWYEX - Dividend Comparison
SWYFX's dividend yield for the trailing twelve months is around 1.92%, less than SWYEX's 2.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
SWYFX Schwab Target 2035 Index Fund | 1.92% | 2.15% | 2.02% | 1.80% | 1.73% | 2.00% | 2.10% | 1.44% | 0.99% |
SWYEX Schwab Target 2030 Index Fund | 2.05% | 2.28% | 2.14% | 1.85% | 1.72% | 1.92% | 2.23% | 1.31% | 1.02% |
Drawdowns
SWYFX vs. SWYEX - Drawdown Comparison
The maximum SWYFX drawdown since its inception was -26.50%, which is greater than SWYEX's maximum drawdown of -23.92%. Use the drawdown chart below to compare losses from any high point for SWYFX and SWYEX. For additional features, visit the drawdowns tool.
Volatility
SWYFX vs. SWYEX - Volatility Comparison
Schwab Target 2035 Index Fund (SWYFX) has a higher volatility of 2.04% compared to Schwab Target 2030 Index Fund (SWYEX) at 1.86%. This indicates that SWYFX's price experiences larger fluctuations and is considered to be riskier than SWYEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.