SWYNX vs. VITSX
Compare and contrast key facts about Schwab Target 2060 Index Fund (SWYNX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX).
SWYNX is managed by Schwab Funds. It was launched on Aug 24, 2016. VITSX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYNX or VITSX.
Key characteristics
| SWYNX | VITSX | |
|---|---|---|
| YTD Return | 17.54% | 26.16% |
| 1Y Return | 29.64% | 38.31% |
| 3Y Return (Ann) | 5.22% | 8.69% |
| 5Y Return (Ann) | 10.68% | 15.33% |
| Sharpe Ratio | 2.54 | 3.03 |
| Sortino Ratio | 3.39 | 4.04 |
| Omega Ratio | 1.51 | 1.56 |
| Calmar Ratio | 2.82 | 4.46 |
| Martin Ratio | 17.69 | 19.60 |
| Ulcer Index | 1.67% | 1.95% |
| Daily Std Dev | 11.63% | 12.63% |
| Max Drawdown | -33.36% | -55.31% |
| Current Drawdown | -0.90% | -0.39% |
Correlation
The correlation between SWYNX and VITSX 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
SWYNX vs. VITSX - Performance Comparison
In the year-to-date period, SWYNX achieves a 17.54% return, which is significantly lower than VITSX's 26.16% 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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SWYNX vs. VITSX - Expense Ratio Comparison
SWYNX has a 0.04% expense ratio, which is higher than VITSX'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
SWYNX vs. VITSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). 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. VITSX - Dividend Comparison
SWYNX's dividend yield for the trailing twelve months is around 1.71%, more than VITSX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYNX Schwab Target 2060 Index Fund | 1.71% | 2.01% | 1.95% | 1.74% | 1.62% | 1.99% | 2.16% | 1.44% | 1.23% | 0.00% | 0.00% | 0.00% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.26% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
Drawdowns
SWYNX vs. VITSX - Drawdown Comparison
The maximum SWYNX drawdown since its inception was -33.36%, smaller than the maximum VITSX drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for SWYNX and VITSX. For additional features, visit the drawdowns tool.
Volatility
SWYNX vs. VITSX - Volatility Comparison
The current volatility for Schwab Target 2060 Index Fund (SWYNX) is 3.14%, while Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a volatility of 4.03%. This indicates that SWYNX experiences smaller price fluctuations and is considered to be less risky than VITSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.