SWYLX vs. SWYGX
Compare and contrast key facts about Schwab Target 2020 Index Fund (SWYLX) and Schwab Target 2040 Index Fund (SWYGX).
SWYLX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWYGX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYLX or SWYGX.
Correlation
The correlation between SWYLX and SWYGX 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
SWYLX vs. SWYGX - Performance Comparison
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Key characteristics
SWYLX:
1.51%
SWYGX:
4.77%
SWYLX:
-0.15%
SWYGX:
-0.40%
SWYLX:
-0.08%
SWYGX:
-0.06%
Returns By Period
SWYLX
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SWYGX
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SWYLX vs. SWYGX - Expense Ratio Comparison
Both SWYLX and SWYGX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWYLX vs. SWYGX — Risk-Adjusted Performance Rank
SWYLX
SWYGX
SWYLX vs. SWYGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Index Fund (SWYLX) and Schwab Target 2040 Index Fund (SWYGX). 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.
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Dividends
SWYLX vs. SWYGX - Dividend Comparison
Neither SWYLX nor SWYGX has paid dividends to shareholders.
Drawdowns
SWYLX vs. SWYGX - Drawdown Comparison
The maximum SWYLX drawdown since its inception was -0.15%, smaller than the maximum SWYGX drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for SWYLX and SWYGX. For additional features, visit the drawdowns tool.
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Volatility
SWYLX vs. SWYGX - Volatility Comparison
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