SWYLX vs. VOO
Compare and contrast key facts about Schwab Target 2020 Index Fund (SWYLX) and Vanguard S&P 500 ETF (VOO).
SWYLX is managed by Schwab Funds. It was launched on Aug 24, 2016. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYLX or VOO.
Correlation
The correlation between SWYLX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
SWYLX:
0.67
VOO:
0.32
SWYLX:
0.98
VOO:
0.57
SWYLX:
1.14
VOO:
1.08
SWYLX:
0.67
VOO:
0.32
SWYLX:
2.63
VOO:
1.42
SWYLX:
2.07%
VOO:
4.19%
SWYLX:
8.17%
VOO:
18.73%
SWYLX:
-19.31%
VOO:
-33.99%
SWYLX:
-5.41%
VOO:
-13.85%
Returns By Period
In the year-to-date period, SWYLX achieves a -1.38% return, which is significantly higher than VOO's -9.88% return.
SWYLX
-1.38%
-2.87%
-4.18%
5.62%
4.75%
N/A
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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SWYLX vs. VOO - Expense Ratio Comparison
SWYLX has a 0.04% expense ratio, which is higher than VOO'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
SWYLX vs. VOO — Risk-Adjusted Performance Rank
SWYLX
VOO
SWYLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Index Fund (SWYLX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SWYLX's dividend yield for the trailing twelve months is around 3.51%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYLX Schwab Target 2020 Index Fund | 3.51% | 3.46% | 2.62% | 2.18% | 1.90% | 1.63% | 2.08% | 2.24% | 1.21% | 0.67% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWYLX vs. VOO - Drawdown Comparison
The maximum SWYLX drawdown since its inception was -19.31%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWYLX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWYLX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2020 Index Fund (SWYLX) is 5.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that SWYLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.