SWYMX vs. VFFVX
Compare and contrast key facts about Schwab Target 2050 Index Fund (SWYMX) and Vanguard Target Retirement 2055 Fund (VFFVX).
SWYMX is managed by Schwab Funds. It was launched on Aug 24, 2016. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYMX or VFFVX.
Performance
SWYMX vs. VFFVX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with SWYMX having a 15.94% return and VFFVX slightly lower at 15.40%.
SWYMX
15.94%
-0.36%
7.87%
23.55%
10.04%
N/A
VFFVX
15.40%
-0.56%
6.94%
22.49%
10.05%
8.72%
Key characteristics
| SWYMX | VFFVX | |
|---|---|---|
| Sharpe Ratio | 2.12 | 2.03 |
| Sortino Ratio | 2.85 | 2.82 |
| Omega Ratio | 1.43 | 1.37 |
| Calmar Ratio | 3.11 | 3.08 |
| Martin Ratio | 14.20 | 12.78 |
| Ulcer Index | 1.63% | 1.73% |
| Daily Std Dev | 10.89% | 10.91% |
| Max Drawdown | -31.80% | -31.40% |
| Current Drawdown | -1.59% | -1.73% |
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SWYMX vs. VFFVX - Expense Ratio Comparison
SWYMX has a 0.04% expense ratio, which is lower than VFFVX'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%.
Correlation
The correlation between SWYMX and VFFVX is 0.97, 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.
Risk-Adjusted Performance
SWYMX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Index Fund (SWYMX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
SWYMX vs. VFFVX - Dividend Comparison
SWYMX's dividend yield for the trailing twelve months is around 1.72%, less than VFFVX's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYMX Schwab Target 2050 Index Fund | 1.72% | 2.00% | 1.96% | 1.74% | 1.61% | 1.96% | 2.15% | 1.43% | 1.22% | 0.00% | 0.00% | 0.00% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.89% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
SWYMX vs. VFFVX - Drawdown Comparison
The maximum SWYMX drawdown since its inception was -31.80%, roughly equal to the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for SWYMX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
SWYMX vs. VFFVX - Volatility Comparison
Schwab Target 2050 Index Fund (SWYMX) and Vanguard Target Retirement 2055 Fund (VFFVX) have volatilities of 2.78% and 2.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.