SWYJX vs. FFFHX
Compare and contrast key facts about Schwab Target 2055 Index Fund (SWYJX) and Fidelity Freedom 2050 Fund (FFFHX).
SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016. FFFHX is managed by Fidelity. It was launched on Jun 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYJX or FFFHX.
Key characteristics
| SWYJX | FFFHX | |
|---|---|---|
| YTD Return | 17.30% | 16.78% |
| 1Y Return | 29.19% | 27.99% |
| 3Y Return (Ann) | 5.12% | -0.65% |
| 5Y Return (Ann) | 10.49% | 5.42% |
| Sharpe Ratio | 2.57 | 2.44 |
| Sortino Ratio | 3.43 | 3.39 |
| Omega Ratio | 1.52 | 1.44 |
| Calmar Ratio | 2.79 | 1.19 |
| Martin Ratio | 17.77 | 15.69 |
| Ulcer Index | 1.64% | 1.78% |
| Daily Std Dev | 11.35% | 11.48% |
| Max Drawdown | -32.63% | -55.81% |
| Current Drawdown | -0.86% | -2.12% |
Correlation
The correlation between SWYJX and FFFHX is 0.95, 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
SWYJX vs. FFFHX - Performance Comparison
The year-to-date returns for both stocks are quite close, with SWYJX having a 17.30% return and FFFHX slightly lower at 16.78%. 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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SWYJX vs. FFFHX - Expense Ratio Comparison
SWYJX has a 0.04% expense ratio, which is lower than FFFHX's 0.75% expense ratio.
Risk-Adjusted Performance
SWYJX vs. FFFHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Index Fund (SWYJX) and Fidelity Freedom 2050 Fund (FFFHX). 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
SWYJX vs. FFFHX - Dividend Comparison
SWYJX's dividend yield for the trailing twelve months is around 1.70%, more than FFFHX's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYJX Schwab Target 2055 Index Fund | 1.70% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% | 0.00% | 0.00% | 0.00% |
FFFHX Fidelity Freedom 2050 Fund | 1.09% | 1.27% | 2.12% | 2.26% | 1.04% | 1.49% | 1.64% | 1.11% | 1.42% | 4.26% | 11.75% | 7.62% |
Drawdowns
SWYJX vs. FFFHX - Drawdown Comparison
The maximum SWYJX drawdown since its inception was -32.63%, smaller than the maximum FFFHX drawdown of -55.81%. Use the drawdown chart below to compare losses from any high point for SWYJX and FFFHX. For additional features, visit the drawdowns tool.
Volatility
SWYJX vs. FFFHX - Volatility Comparison
The current volatility for Schwab Target 2055 Index Fund (SWYJX) is 3.07%, while Fidelity Freedom 2050 Fund (FFFHX) has a volatility of 3.26%. This indicates that SWYJX experiences smaller price fluctuations and is considered to be less risky than FFFHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.