SWYOX vs. SWYJX
Compare and contrast key facts about Schwab Target 2065 Index Fund (SWYOX) and Schwab Target 2055 Index Fund (SWYJX).
SWYOX is managed by Schwab Funds. It was launched on Feb 24, 2021. SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYOX or SWYJX.
Key characteristics
| SWYOX | SWYJX | |
|---|---|---|
| YTD Return | 17.71% | 17.12% |
| 1Y Return | 26.59% | 25.83% |
| 3Y Return (Ann) | 5.26% | 5.06% |
| Sharpe Ratio | 2.54 | 2.56 |
| Sortino Ratio | 3.38 | 3.41 |
| Omega Ratio | 1.51 | 1.52 |
| Calmar Ratio | 3.63 | 3.54 |
| Martin Ratio | 17.58 | 17.64 |
| Ulcer Index | 1.70% | 1.64% |
| Daily Std Dev | 11.78% | 11.35% |
| Max Drawdown | -26.02% | -32.63% |
| Current Drawdown | -1.00% | -1.01% |
Correlation
The correlation between SWYOX and SWYJX is 0.99, 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
SWYOX vs. SWYJX - Performance Comparison
The year-to-date returns for both stocks are quite close, with SWYOX having a 17.71% return and SWYJX slightly lower at 17.12%. 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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SWYOX vs. SWYJX - Expense Ratio Comparison
Both SWYOX and SWYJX 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
SWYOX vs. SWYJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2065 Index Fund (SWYOX) and Schwab Target 2055 Index Fund (SWYJX). 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
SWYOX vs. SWYJX - Dividend Comparison
SWYOX's dividend yield for the trailing twelve months is around 1.55%, less than SWYJX's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
SWYOX Schwab Target 2065 Index Fund | 1.55% | 1.83% | 1.80% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWYJX Schwab Target 2055 Index Fund | 1.70% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% |
Drawdowns
SWYOX vs. SWYJX - Drawdown Comparison
The maximum SWYOX drawdown since its inception was -26.02%, smaller than the maximum SWYJX drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for SWYOX and SWYJX. For additional features, visit the drawdowns tool.
Volatility
SWYOX vs. SWYJX - Volatility Comparison
Schwab Target 2065 Index Fund (SWYOX) and Schwab Target 2055 Index Fund (SWYJX) have volatilities of 3.03% and 2.97%, 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.