VISVX vs. SWYJX
Compare and contrast key facts about Vanguard Small Cap Value Index Fund (VISVX) and Schwab Target 2055 Index Fund (SWYJX).
VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998. 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: VISVX or SWYJX.
Performance
VISVX vs. SWYJX - Performance Comparison
Returns By Period
In the year-to-date period, VISVX achieves a 18.90% return, which is significantly higher than SWYJX's 16.95% return.
VISVX
18.90%
5.11%
14.88%
31.94%
11.94%
9.27%
SWYJX
16.95%
0.36%
9.50%
24.31%
10.36%
N/A
Key characteristics
| VISVX | SWYJX | |
|---|---|---|
| Sharpe Ratio | 1.97 | 2.22 |
| Sortino Ratio | 2.78 | 2.95 |
| Omega Ratio | 1.35 | 1.44 |
| Calmar Ratio | 3.89 | 3.41 |
| Martin Ratio | 11.05 | 14.82 |
| Ulcer Index | 2.96% | 1.66% |
| Daily Std Dev | 16.65% | 11.09% |
| Max Drawdown | -62.15% | -32.63% |
| Current Drawdown | -1.29% | -1.16% |
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VISVX vs. SWYJX - Expense Ratio Comparison
VISVX has a 0.19% expense ratio, which is higher than SWYJX'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%.
Correlation
The correlation between VISVX and SWYJX is 0.83, 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.
Risk-Adjusted Performance
VISVX vs. SWYJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Value Index Fund (VISVX) 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
VISVX vs. SWYJX - Dividend Comparison
VISVX's dividend yield for the trailing twelve months is around 1.78%, more than SWYJX's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISVX Vanguard Small Cap Value Index Fund | 1.78% | 2.00% | 1.91% | 1.64% | 1.58% | 1.95% | 2.20% | 1.68% | 1.66% | 1.85% | 1.62% | 1.71% |
SWYJX Schwab Target 2055 Index Fund | 1.70% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% | 0.00% | 0.00% | 0.00% |
Drawdowns
VISVX vs. SWYJX - Drawdown Comparison
The maximum VISVX drawdown since its inception was -62.15%, which is greater than SWYJX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for VISVX and SWYJX. For additional features, visit the drawdowns tool.
Volatility
VISVX vs. SWYJX - Volatility Comparison
Vanguard Small Cap Value Index Fund (VISVX) has a higher volatility of 5.75% compared to Schwab Target 2055 Index Fund (SWYJX) at 2.81%. This indicates that VISVX's price experiences larger fluctuations and is considered to be riskier than SWYJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.