VFORX vs. SWYGX

In the year-to-date period, VFORX achieves a 5.07% return, which is significantly higher than SWYGX's 4.68% return.

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VFORX has a 0.08% expense ratio, which is higher than SWYGX's 0.04% 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 Vanguard Target Retirement 2040 Fund (VFORX) and Schwab Target 2040 Index Fund (SWYGX). 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 VFORX Sharpe Ratio is 0.81, which is comparable to the SWYGX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of VFORX and SWYGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFORX's dividend yield for the trailing twelve months is around 2.52%, more than SWYGX's 2.18% yield.

The maximum VFORX drawdown since its inception was -51.63%, which is greater than SWYGX's maximum drawdown of -28.74%. Use the drawdown chart below to compare losses from any high point for VFORX and SWYGX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Target Retirement 2040 Fund (VFORX) is 3.09%, while Schwab Target 2040 Index Fund (SWYGX) has a volatility of 3.45%. This indicates that VFORX experiences smaller price fluctuations and is considered to be less risky than SWYGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.