SWYNX vs. VOO
Compare and contrast key facts about Schwab Target 2060 Index Fund (SWYNX) and Vanguard S&P 500 ETF (VOO).
SWYNX is managed by Charles Schwab. 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.
Performance
SWYNX vs. VOO - Performance Comparison
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SWYNX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 20.93% |
Returns By Period
In the year-to-date period, SWYNX achieves a -3.91% return, which is significantly higher than VOO's -4.42% return.
SWYNX
- 1D
- -0.28%
- 1M
- -8.40%
- YTD
- -3.91%
- 6M
- -1.11%
- 1Y
- 16.40%
- 3Y*
- 15.46%
- 5Y*
- 8.73%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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SWYNX vs. VOO - Expense Ratio Comparison
SWYNX 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%.
Return for Risk
SWYNX vs. VOO — Risk / Return Rank
SWYNX
VOO
SWYNX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) 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.
| SWYNX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.98 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.50 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.53 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.20 | 7.29 | -1.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWYNX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.98 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.70 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.83 | -0.20 |
Correlation
The correlation between SWYNX 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.
Dividends
SWYNX vs. VOO - Dividend Comparison
SWYNX's dividend yield for the trailing twelve months is around 2.00%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SWYNX vs. VOO - Drawdown Comparison
The maximum SWYNX drawdown since its inception was -31.91%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SWYNX and VOO.
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Drawdown Indicators
| SWYNX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.91% | -33.99% | +2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -11.98% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -24.52% | -1.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -9.01% | -6.29% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -3.72% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.52% | -0.13% |
Volatility
SWYNX vs. VOO - Volatility Comparison
The current volatility for Schwab Target 2060 Index Fund (SWYNX) is 4.97%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that SWYNX 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.
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Volatility by Period
| SWYNX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.29% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 9.44% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 18.10% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 16.82% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 17.99% | -1.36% |