SWYNX vs. SWYOX
Compare and contrast key facts about Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2065 Index Fund (SWYOX).
SWYNX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWYOX is managed by Schwab Funds. It was launched on Feb 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYNX or SWYOX.
Correlation
The correlation between SWYNX and SWYOX is 0.94, 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
SWYNX vs. SWYOX - Performance Comparison
Key characteristics
SWYNX:
1.63
SWYOX:
1.58
SWYNX:
2.23
SWYOX:
2.09
SWYNX:
1.30
SWYOX:
1.32
SWYNX:
2.55
SWYOX:
2.50
SWYNX:
9.28
SWYOX:
9.32
SWYNX:
1.98%
SWYOX:
1.99%
SWYNX:
11.27%
SWYOX:
11.76%
SWYNX:
-33.36%
SWYOX:
-26.02%
SWYNX:
-0.30%
SWYOX:
-0.31%
Returns By Period
The year-to-date returns for both investments are quite close, with SWYNX having a 4.93% return and SWYOX slightly higher at 5.02%.
SWYNX
4.93%
1.21%
5.60%
16.52%
10.74%
N/A
SWYOX
5.02%
1.25%
5.71%
16.64%
N/A
N/A
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SWYNX vs. SWYOX - Expense Ratio Comparison
Both SWYNX and SWYOX 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
SWYNX vs. SWYOX — Risk-Adjusted Performance Rank
SWYNX
SWYOX
SWYNX vs. SWYOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2065 Index Fund (SWYOX). 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
SWYNX vs. SWYOX - Dividend Comparison
SWYNX's dividend yield for the trailing twelve months is around 1.88%, more than SWYOX's 1.67% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|
SWYNX Schwab Target 2060 Index Fund | 1.88% | 1.97% | 2.01% | 1.95% | 1.74% | 1.62% | 1.99% | 2.16% | 1.44% | 1.23% |
SWYOX Schwab Target 2065 Index Fund | 1.67% | 1.76% | 1.82% | 1.80% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWYNX vs. SWYOX - Drawdown Comparison
The maximum SWYNX drawdown since its inception was -33.36%, which is greater than SWYOX's maximum drawdown of -26.02%. Use the drawdown chart below to compare losses from any high point for SWYNX and SWYOX. For additional features, visit the drawdowns tool.
Volatility
SWYNX vs. SWYOX - Volatility Comparison
Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2065 Index Fund (SWYOX) have volatilities of 2.51% and 2.51%, 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.