SWYJX vs. SCHX
Compare and contrast key facts about Schwab Target 2055 Index Fund (SWYJX) and Schwab U.S. Large-Cap ETF (SCHX).
SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYJX or SCHX.
Correlation
The correlation between SWYJX and SCHX 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. SCHX - Performance Comparison
Key characteristics
SWYJX:
0.36
SCHX:
-0.03
SWYJX:
0.55
SCHX:
0.07
SWYJX:
1.07
SCHX:
1.01
SWYJX:
0.55
SCHX:
-0.02
SWYJX:
1.85
SCHX:
-0.13
SWYJX:
2.46%
SCHX:
3.41%
SWYJX:
12.56%
SCHX:
16.17%
SWYJX:
-32.63%
SCHX:
-34.33%
SWYJX:
-8.31%
SCHX:
-17.59%
Returns By Period
In the year-to-date period, SWYJX achieves a -3.60% return, which is significantly higher than SCHX's -13.68% return.
SWYJX
-3.60%
-5.94%
-4.68%
5.50%
14.52%
N/A
SCHX
-13.68%
-13.19%
-11.16%
0.79%
18.03%
12.58%
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SWYJX vs. SCHX - Expense Ratio Comparison
SWYJX has a 0.04% expense ratio, which is higher than SCHX'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%.
Risk-Adjusted Performance
SWYJX vs. SCHX — Risk-Adjusted Performance Rank
SWYJX
SCHX
SWYJX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Index Fund (SWYJX) and Schwab U.S. Large-Cap ETF (SCHX). 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. SCHX - Dividend Comparison
SWYJX's dividend yield for the trailing twelve months is around 2.06%, more than SCHX's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYJX Schwab Target 2055 Index Fund | 2.06% | 1.99% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.42% | 1.78% | 2.71% | 3.41% | 1.72% | 4.92% | 2.64% | 6.50% | 1.70% | 2.61% | 2.04% | 5.28% |
Drawdowns
SWYJX vs. SCHX - Drawdown Comparison
The maximum SWYJX drawdown since its inception was -32.63%, roughly equal to the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for SWYJX and SCHX. For additional features, visit the drawdowns tool.
Volatility
SWYJX vs. SCHX - Volatility Comparison
The current volatility for Schwab Target 2055 Index Fund (SWYJX) is 5.73%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 9.43%. This indicates that SWYJX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.