SWYJX vs. VISVX

In the year-to-date period, SWYJX achieves a 4.98% return, which is significantly higher than VISVX's -1.33% return.

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SWYJX has a 0.04% expense ratio, which is lower than VISVX's 0.19% 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 2055 Index Fund (SWYJX) and Vanguard Small Cap Value Index Fund (VISVX). 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 SWYJX Sharpe Ratio is 0.72, which is higher than the VISVX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of SWYJX and VISVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYJX's dividend yield for the trailing twelve months is around 1.89%, less than VISVX's 2.05% yield.

The maximum SWYJX drawdown since its inception was -32.63%, smaller than the maximum VISVX drawdown of -62.15%. Use the drawdown chart below to compare losses from any high point for SWYJX and VISVX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Target 2055 Index Fund (SWYJX) is 3.96%, while Vanguard Small Cap Value Index Fund (VISVX) has a volatility of 5.86%. This indicates that SWYJX experiences smaller price fluctuations and is considered to be less risky than VISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.