SWYGX vs. VITSX

In the year-to-date period, SWYGX achieves a 1.26% return, which is significantly higher than VITSX's -3.71% return.

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SWYGX has a 0.04% expense ratio, which is higher than VITSX'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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2040 Index Fund (SWYGX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). 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 SWYGX Sharpe Ratio is 0.65, which is higher than the VITSX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of SWYGX and VITSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYGX's dividend yield for the trailing twelve months is around 2.25%, more than VITSX's 1.35% yield.

The maximum SWYGX drawdown since its inception was -28.74%, smaller than the maximum VITSX drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for SWYGX and VITSX. For additional features, visit the drawdowns tool.