VITSX vs. SWYNX

In the year-to-date period, VITSX achieves a 1.10% return, which is significantly lower than SWYNX's 5.14% return.

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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%.

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.

The current VITSX Sharpe Ratio is 0.64, which is comparable to the SWYNX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of VITSX and SWYNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VITSX's dividend yield for the trailing twelve months is around 1.29%, less than SWYNX's 1.88% yield.

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.

Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) has a higher volatility of 4.73% compared to Schwab Target 2060 Index Fund (SWYNX) at 3.47%. 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.