SWYMX vs. VFIFX

The year-to-date returns for both stocks are quite close, with SWYMX having a 16.55% return and VFIFX slightly lower at 15.88%.

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SWYMX has a 0.04% expense ratio, which is lower than VFIFX'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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Index Fund (SWYMX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.

The current SWYMX Sharpe Ratio is 2.22, which is comparable to the VFIFX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of SWYMX and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYMX's dividend yield for the trailing twelve months is around 1.72%, less than VFIFX's 1.91% yield.

The maximum SWYMX drawdown since its inception was -31.80%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for SWYMX and VFIFX. For additional features, visit the drawdowns tool.

Schwab Target 2050 Index Fund (SWYMX) and Vanguard Target Retirement 2050 Fund (VFIFX) have volatilities of 2.73% and 2.85%, 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.