SWYHX vs. VOOG

In the year-to-date period, SWYHX achieves a 4.50% return, which is significantly higher than VOOG's 2.14% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SWYHX has a 0.04% expense ratio, which is lower than VOOG's 0.10% 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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2045 Index Fund (SWYHX) and Vanguard S&P 500 Growth ETF (VOOG). 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 SWYHX Sharpe Ratio is 0.85, which is comparable to the VOOG Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of SWYHX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYHX's dividend yield for the trailing twelve months is around 2.04%, more than VOOG's 0.55% yield.

The maximum SWYHX drawdown since its inception was -30.74%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for SWYHX and VOOG.

The current volatility for Schwab Target 2045 Index Fund (SWYHX) is 3.41%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that SWYHX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.