SWYMX vs. VOO
Compare and contrast key facts about Schwab Target 2050 Index Fund (SWYMX) and Vanguard S&P 500 ETF (VOO).
SWYMX 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: SWYMX or VOO.
Correlation
The correlation between SWYMX and VOO 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
SWYMX vs. VOO - Performance Comparison
Key characteristics
SWYMX:
0.40
VOO:
0.36
SWYMX:
0.67
VOO:
0.63
SWYMX:
1.10
VOO:
1.09
SWYMX:
0.41
VOO:
0.35
SWYMX:
2.07
VOO:
1.66
SWYMX:
2.98%
VOO:
4.00%
SWYMX:
15.49%
VOO:
18.64%
SWYMX:
-31.80%
VOO:
-33.99%
SWYMX:
-8.50%
VOO:
-12.04%
Returns By Period
In the year-to-date period, SWYMX achieves a -3.92% return, which is significantly higher than VOO's -7.98% return.
SWYMX
-3.92%
-3.92%
-5.20%
7.24%
11.91%
N/A
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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SWYMX vs. VOO - Expense Ratio Comparison
SWYMX 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
SWYMX vs. VOO — Risk-Adjusted Performance Rank
SWYMX
VOO
SWYMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Index Fund (SWYMX) 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
SWYMX vs. VOO - Dividend Comparison
SWYMX's dividend yield for the trailing twelve months is around 2.12%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYMX Schwab Target 2050 Index Fund | 2.12% | 2.03% | 2.00% | 1.96% | 1.74% | 1.61% | 1.96% | 2.15% | 1.43% | 1.22% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SWYMX vs. VOO - Drawdown Comparison
The maximum SWYMX drawdown since its inception was -31.80%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWYMX and VOO. For additional features, visit the drawdowns tool.
Volatility
SWYMX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2050 Index Fund (SWYMX) is 10.94%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.25%. This indicates that SWYMX 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.