SWYOX vs. SWQRX

The year-to-date returns for both investments are quite close, with SWYOX having a 4.85% return and SWQRX slightly higher at 4.97%.

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SWYOX has a 0.04% expense ratio, which is higher than SWQRX's 0.00% 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%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2065 Index Fund (SWYOX) and Schwab Target 2065 Fund (SWQRX). 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.

The current SWYOX Sharpe Ratio is 0.79, which is comparable to the SWQRX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of SWYOX and SWQRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYOX's dividend yield for the trailing twelve months is around 1.67%, less than SWQRX's 2.78% yield.

The maximum SWYOX drawdown since its inception was -26.02%, smaller than the maximum SWQRX drawdown of -28.26%. Use the drawdown chart below to compare losses from any high point for SWYOX and SWQRX.

Schwab Target 2065 Index Fund (SWYOX) has a higher volatility of 3.82% compared to Schwab Target 2065 Fund (SWQRX) at 3.62%. This indicates that SWYOX's price experiences larger fluctuations and is considered to be riskier than SWQRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.