SWYHX vs. SWLSX
Compare and contrast key facts about Schwab Target 2045 Index Fund (SWYHX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWYHX is managed by Charles Schwab. It was launched on Aug 24, 2016. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWYHX vs. SWLSX - Performance Comparison
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SWYHX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYHX Schwab Target 2045 Index Fund | -1.18% | 18.65% | 13.72% | 20.34% | -17.37% | 17.04% | 14.50% | 24.80% | -7.28% | 20.07% |
SWLSX Schwab Large-Cap Growth Fund™ | -9.26% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWYHX achieves a -1.18% return, which is significantly higher than SWLSX's -9.26% return.
SWYHX
- 1D
- 2.50%
- 1M
- -4.95%
- YTD
- -1.18%
- 6M
- 1.05%
- 1Y
- 17.44%
- 3Y*
- 14.64%
- 5Y*
- 7.97%
- 10Y*
- —
SWLSX
- 1D
- 3.97%
- 1M
- -5.24%
- YTD
- -9.26%
- 6M
- -8.22%
- 1Y
- 18.95%
- 3Y*
- 19.82%
- 5Y*
- 12.04%
- 10Y*
- 14.47%
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SWYHX vs. SWLSX - Expense Ratio Comparison
SWYHX has a 0.04% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWYHX vs. SWLSX — Risk / Return Rank
SWYHX
SWLSX
SWYHX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2045 Index Fund (SWYHX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
| SWYHX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.87 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.41 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.24 | +0.49 |
Martin ratioReturn relative to average drawdown | 8.20 | 4.32 | +3.88 |
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
| SWYHX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.87 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.58 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.52 | +0.15 |
Correlation
The correlation between SWYHX and SWLSX is 0.87, 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
SWYHX vs. SWLSX - Dividend Comparison
SWYHX's dividend yield for the trailing twelve months is around 2.11%, more than SWLSX's 1.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYHX Schwab Target 2045 Index Fund | 2.11% | 2.08% | 2.13% | 2.02% | 1.98% | 1.80% | 1.65% | 1.96% | 2.23% | 1.42% | 1.05% | 0.00% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.29% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWYHX vs. SWLSX - Drawdown Comparison
The maximum SWYHX drawdown since its inception was -29.41%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWYHX and SWLSX.
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Drawdown Indicators
| SWYHX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.41% | -49.89% | +20.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.34% | -16.17% | +5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -31.32% | +6.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.32% | — |
Current DrawdownCurrent decline from peak | -5.85% | -12.84% | +6.99% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -7.98% | +3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 4.65% | -2.46% |
Volatility
SWYHX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Target 2045 Index Fund (SWYHX) is 5.25%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 7.17%. This indicates that SWYHX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWYHX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 7.17% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 13.03% | -4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 22.89% | -8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.04% | 21.04% | -7.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.06% | 20.79% | -5.73% |