Correlation
The correlation between SWYLX and VTWNX 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.
SWYLX vs. VTWNX
Compare and contrast key facts about Schwab Target 2020 Index Fund (SWYLX) and Vanguard Target Retirement 2020 Fund (VTWNX).
SWYLX is managed by Schwab Funds. It was launched on Aug 24, 2016. VTWNX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYLX or VTWNX.
Performance
SWYLX vs. VTWNX - Performance Comparison
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Key characteristics
SWYLX:
0.92
VTWNX:
1.41
SWYLX:
1.15
VTWNX:
1.84
SWYLX:
1.16
VTWNX:
1.25
SWYLX:
0.81
VTWNX:
0.41
SWYLX:
2.89
VTWNX:
6.63
SWYLX:
2.28%
VTWNX:
1.29%
SWYLX:
8.33%
VTWNX:
6.73%
SWYLX:
-19.31%
VTWNX:
-42.16%
SWYLX:
-1.37%
VTWNX:
-13.33%
Returns By Period
In the year-to-date period, SWYLX achieves a 2.83% return, which is significantly lower than VTWNX's 3.78% return.
SWYLX
2.83%
1.59%
-0.45%
7.57%
5.36%
4.97%
N/A
VTWNX
3.78%
1.82%
2.42%
9.40%
4.01%
0.71%
2.24%
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SWYLX vs. VTWNX - Expense Ratio Comparison
SWYLX has a 0.04% expense ratio, which is lower than VTWNX's 0.08% 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
SWYLX vs. VTWNX — Risk-Adjusted Performance Rank
SWYLX
VTWNX
SWYLX vs. VTWNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Index Fund (SWYLX) and Vanguard Target Retirement 2020 Fund (VTWNX). 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. VTWNX - Dividend Comparison
SWYLX's dividend yield for the trailing twelve months is around 4.69%, less than VTWNX's 9.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYLX Schwab Target 2020 Index Fund | 4.69% | 4.82% | 2.62% | 2.48% | 2.45% | 1.78% | 2.12% | 2.29% | 1.21% | 0.67% | 0.00% | 0.00% |
VTWNX Vanguard Target Retirement 2020 Fund | 9.01% | 9.35% | 6.21% | 4.98% | 19.57% | 6.28% | 3.54% | 4.94% | 2.74% | 2.74% | 4.15% | 2.04% |
Drawdowns
SWYLX vs. VTWNX - Drawdown Comparison
The maximum SWYLX drawdown since its inception was -19.31%, smaller than the maximum VTWNX drawdown of -42.16%. Use the drawdown chart below to compare losses from any high point for SWYLX and VTWNX.
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Volatility
SWYLX vs. VTWNX - Volatility Comparison
Schwab Target 2020 Index Fund (SWYLX) has a higher volatility of 1.91% compared to Vanguard Target Retirement 2020 Fund (VTWNX) at 1.52%. This indicates that SWYLX's price experiences larger fluctuations and is considered to be riskier than VTWNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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