VO vs. SWYMX
Compare and contrast key facts about Vanguard Mid-Cap ETF (VO) and Schwab Target 2050 Index Fund (SWYMX).
VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004. SWYMX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VO or SWYMX.
Key characteristics
| VO | SWYMX | |
|---|---|---|
| YTD Return | 12.08% | 14.19% |
| 1Y Return | 21.76% | 22.85% |
| 3Y Return (Ann) | 3.62% | 5.46% |
| 5Y Return (Ann) | 10.51% | 10.35% |
| Sharpe Ratio | 1.54 | 1.86 |
| Daily Std Dev | 13.46% | 11.80% |
| Max Drawdown | -58.89% | -31.80% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VO and SWYMX is 0.92, 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
VO vs. SWYMX - Performance Comparison
In the year-to-date period, VO achieves a 12.08% return, which is significantly lower than SWYMX's 14.19% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VO vs. SWYMX - Expense Ratio Comparison
Both VO and SWYMX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VO vs. SWYMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap ETF (VO) and Schwab Target 2050 Index Fund (SWYMX). 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
VO vs. SWYMX - Dividend Comparison
VO's dividend yield for the trailing twelve months is around 1.49%, less than SWYMX's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VO Vanguard Mid-Cap ETF | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
SWYMX Schwab Target 2050 Index Fund | 1.75% | 2.00% | 1.96% | 1.78% | 1.65% | 1.96% | 2.15% | 1.43% | 1.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
VO vs. SWYMX - Drawdown Comparison
The maximum VO drawdown since its inception was -58.89%, which is greater than SWYMX's maximum drawdown of -31.80%. Use the drawdown chart below to compare losses from any high point for VO and SWYMX. For additional features, visit the drawdowns tool.
Volatility
VO vs. SWYMX - Volatility Comparison
Vanguard Mid-Cap ETF (VO) has a higher volatility of 3.49% compared to Schwab Target 2050 Index Fund (SWYMX) at 2.78%. This indicates that VO's price experiences larger fluctuations and is considered to be riskier than SWYMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.