VITSX vs. SWYNX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Schwab Target 2060 Index Fund (SWYNX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. SWYNX 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: VITSX or SWYNX.
Correlation
The correlation between VITSX and SWYNX 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.
Performance
VITSX vs. SWYNX - Performance Comparison
Key characteristics
VITSX:
0.70
SWYNX:
0.83
VITSX:
1.09
SWYNX:
1.25
VITSX:
1.16
SWYNX:
1.18
VITSX:
0.71
SWYNX:
0.87
VITSX:
2.77
SWYNX:
3.87
VITSX:
4.94%
SWYNX:
3.53%
VITSX:
19.69%
SWYNX:
16.54%
VITSX:
-55.31%
SWYNX:
-33.36%
VITSX:
-7.66%
SWYNX:
-3.64%
Returns By Period
In the year-to-date period, VITSX achieves a -3.40% return, which is significantly lower than SWYNX's 1.42% return.
VITSX
-3.40%
0.30%
-0.52%
12.86%
16.25%
11.88%
SWYNX
1.42%
1.31%
1.80%
12.42%
13.44%
N/A
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VITSX vs. SWYNX - Expense Ratio Comparison
VITSX has a 0.03% expense ratio, which is lower than SWYNX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VITSX vs. SWYNX — Risk-Adjusted Performance Rank
VITSX
SWYNX
VITSX vs. SWYNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Schwab Target 2060 Index Fund (SWYNX). 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
VITSX vs. SWYNX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.34%, less than SWYNX's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.34% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% |
SWYNX Schwab Target 2060 Index Fund | 1.95% | 1.97% | 2.01% | 1.95% | 1.74% | 1.62% | 1.99% | 2.16% | 1.44% | 1.23% | 0.00% | 0.00% |
Drawdowns
VITSX vs. SWYNX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.31%, which is greater than SWYNX's maximum drawdown of -33.36%. Use the drawdown chart below to compare losses from any high point for VITSX and SWYNX. For additional features, visit the drawdowns tool.
Volatility
VITSX vs. SWYNX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a higher volatility of 14.26% compared to Schwab Target 2060 Index Fund (SWYNX) at 11.99%. This indicates that VITSX's price experiences larger fluctuations and is considered to be riskier than SWYNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.