SWYJX vs. VISVX
Compare and contrast key facts about Schwab Target 2055 Index Fund (SWYJX) and Vanguard Small Cap Value Index Fund (VISVX).
SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016. VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYJX or VISVX.
Key characteristics
| SWYJX | VISVX | |
|---|---|---|
| YTD Return | 17.30% | 18.95% |
| 1Y Return | 29.19% | 38.14% |
| 3Y Return (Ann) | 5.12% | 6.73% |
| 5Y Return (Ann) | 10.49% | 11.81% |
| Sharpe Ratio | 2.57 | 2.20 |
| Sortino Ratio | 3.43 | 3.14 |
| Omega Ratio | 1.52 | 1.39 |
| Calmar Ratio | 2.79 | 3.06 |
| Martin Ratio | 17.77 | 12.92 |
| Ulcer Index | 1.64% | 2.93% |
| Daily Std Dev | 11.35% | 17.16% |
| Max Drawdown | -32.63% | -62.15% |
| Current Drawdown | -0.86% | -1.25% |
Correlation
The correlation between SWYJX and VISVX is 0.83, 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. VISVX - Performance Comparison
In the year-to-date period, SWYJX achieves a 17.30% return, which is significantly lower than VISVX's 18.95% return. 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. VISVX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
SWYJX vs. VISVX - Risk-Adjusted Performance Comparison
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.
Dividends
SWYJX vs. VISVX - Dividend Comparison
SWYJX's dividend yield for the trailing twelve months is around 1.70%, less than VISVX's 1.78% 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% |
VISVX Vanguard Small Cap Value Index Fund | 1.78% | 2.00% | 1.91% | 1.64% | 1.58% | 1.95% | 2.20% | 1.68% | 1.66% | 1.85% | 1.62% | 1.71% |
Drawdowns
SWYJX vs. VISVX - Drawdown Comparison
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.
Volatility
SWYJX vs. VISVX - Volatility Comparison
The current volatility for Schwab Target 2055 Index Fund (SWYJX) is 3.07%, while Vanguard Small Cap Value Index Fund (VISVX) has a volatility of 5.81%. 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.