SWYNX vs. SCHG
Compare and contrast key facts about Schwab Target 2060 Index Fund (SWYNX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SWYNX is managed by Charles Schwab. It was launched on Aug 24, 2016. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
SWYNX vs. SCHG - Performance Comparison
Loading graphics...
SWYNX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYNX Schwab Target 2060 Index Fund | -3.91% | 20.19% | 14.71% | 23.96% | -17.93% | 18.84% | 14.88% | 26.10% | -9.98% | 20.36% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 27.05% |
Returns By Period
In the year-to-date period, SWYNX achieves a -3.91% return, which is significantly higher than SCHG's -10.59% return.
SWYNX
- 1D
- -0.28%
- 1M
- -8.40%
- YTD
- -3.91%
- 6M
- -1.11%
- 1Y
- 16.40%
- 3Y*
- 15.46%
- 5Y*
- 8.73%
- 10Y*
- —
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWYNX vs. SCHG - Expense Ratio Comparison
Both SWYNX and SCHG 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%.
Return for Risk
SWYNX vs. SCHG — Risk / Return Rank
SWYNX
SCHG
SWYNX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| SWYNX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.75 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.23 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.03 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.20 | 3.54 | +2.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWYNX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.75 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.57 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.79 | -0.16 |
Correlation
The correlation between SWYNX and SCHG is 0.86, 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.
Dividends
SWYNX vs. SCHG - Dividend Comparison
SWYNX's dividend yield for the trailing twelve months is around 2.00%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYNX Schwab Target 2060 Index Fund | 2.00% | 1.92% | 1.97% | 4.00% | 1.96% | 1.77% | 1.66% | 1.99% | 0.00% | 1.45% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
SWYNX vs. SCHG - Drawdown Comparison
The maximum SWYNX drawdown since its inception was -31.91%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SWYNX and SCHG.
Loading graphics...
Drawdown Indicators
| SWYNX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.91% | -34.59% | +2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -16.41% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -34.59% | +8.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -9.01% | -13.34% | +4.33% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -5.22% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 4.78% | -2.39% |
Volatility
SWYNX vs. SCHG - Volatility Comparison
The current volatility for Schwab Target 2060 Index Fund (SWYNX) is 4.97%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. This indicates that SWYNX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWYNX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 6.67% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 12.51% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 22.43% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 22.32% | -7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 21.51% | -4.88% |