SWYLX vs. FXAIX
Compare and contrast key facts about Schwab Target 2020 Index Fund (SWYLX) and Fidelity 500 Index Fund (FXAIX).
SWYLX is managed by Schwab Funds. It was launched on Aug 24, 2016. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYLX or FXAIX.
Correlation
The correlation between SWYLX and FXAIX is 0.88, 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
SWYLX vs. FXAIX - Performance Comparison
Key characteristics
SWYLX:
1.42
FXAIX:
2.17
SWYLX:
1.99
FXAIX:
2.89
SWYLX:
1.29
FXAIX:
1.41
SWYLX:
2.14
FXAIX:
3.21
SWYLX:
8.18
FXAIX:
14.15
SWYLX:
1.11%
FXAIX:
1.92%
SWYLX:
6.38%
FXAIX:
12.50%
SWYLX:
-18.87%
FXAIX:
-33.79%
SWYLX:
-2.35%
FXAIX:
-2.20%
Returns By Period
In the year-to-date period, SWYLX achieves a 8.62% return, which is significantly lower than FXAIX's 26.49% return.
SWYLX
8.62%
-0.51%
3.86%
8.96%
4.92%
N/A
FXAIX
26.49%
-0.16%
9.99%
26.93%
14.89%
12.91%
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SWYLX vs. FXAIX - Expense Ratio Comparison
SWYLX has a 0.04% expense ratio, which is higher than FXAIX's 0.02% 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
SWYLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Index Fund (SWYLX) and Fidelity 500 Index Fund (FXAIX). 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
SWYLX vs. FXAIX - Dividend Comparison
SWYLX's dividend yield for the trailing twelve months is around 2.41%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYLX Schwab Target 2020 Index Fund | 2.41% | 2.62% | 2.18% | 1.90% | 1.63% | 2.08% | 2.24% | 1.21% | 0.67% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
SWYLX vs. FXAIX - Drawdown Comparison
The maximum SWYLX drawdown since its inception was -18.87%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SWYLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SWYLX vs. FXAIX - Volatility Comparison
The current volatility for Schwab Target 2020 Index Fund (SWYLX) is 2.30%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.74%. This indicates that SWYLX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.