VLXVX vs. SWYOX

In the year-to-date period, VLXVX achieves a -0.89% return, which is significantly higher than SWYOX's -1.70% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VLXVX has a 0.08% expense ratio, which is higher than SWYOX'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 2065 Fund (VLXVX) and Schwab Target 2065 Index Fund (SWYOX). 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 VLXVX Sharpe Ratio is 0.68, which is comparable to the SWYOX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of VLXVX and SWYOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLXVX's dividend yield for the trailing twelve months is around 2.09%, more than SWYOX's 1.79% yield.

The maximum VLXVX drawdown since its inception was -31.42%, which is greater than SWYOX's maximum drawdown of -26.02%. Use the drawdown chart below to compare losses from any high point for VLXVX and SWYOX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Target Retirement 2065 Fund (VLXVX) is 10.82%, while Schwab Target 2065 Index Fund (SWYOX) has a volatility of 12.31%. This indicates that VLXVX experiences smaller price fluctuations and is considered to be less risky than SWYOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.