VTTSX vs. SWYNX
Compare and contrast key facts about Vanguard Target Retirement 2060 Fund (VTTSX) and Schwab Target 2060 Index Fund (SWYNX).
VTTSX is managed by Vanguard. It was launched on Jan 19, 2012. 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: VTTSX or SWYNX.
Correlation
The correlation between VTTSX 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
VTTSX vs. SWYNX - Performance Comparison
Key characteristics
VTTSX:
0.64
SWYNX:
0.60
VTTSX:
0.99
SWYNX:
0.95
VTTSX:
1.14
SWYNX:
1.14
VTTSX:
0.68
SWYNX:
0.63
VTTSX:
3.06
SWYNX:
2.86
VTTSX:
3.20%
SWYNX:
3.46%
VTTSX:
15.34%
SWYNX:
16.55%
VTTSX:
-31.38%
SWYNX:
-33.36%
VTTSX:
-5.24%
SWYNX:
-6.18%
Returns By Period
In the year-to-date period, VTTSX achieves a -0.51% return, which is significantly higher than SWYNX's -1.26% return.
VTTSX
-0.51%
-1.37%
-0.99%
9.37%
11.11%
7.69%
SWYNX
-1.26%
-1.83%
-1.95%
9.52%
12.50%
N/A
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VTTSX vs. SWYNX - Expense Ratio Comparison
VTTSX has a 0.08% expense ratio, which is higher than SWYNX'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%.
Risk-Adjusted Performance
VTTSX vs. SWYNX — Risk-Adjusted Performance Rank
VTTSX
SWYNX
VTTSX vs. SWYNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2060 Fund (VTTSX) 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
VTTSX vs. SWYNX - Dividend Comparison
VTTSX's dividend yield for the trailing twelve months is around 2.15%, more than SWYNX's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTSX Vanguard Target Retirement 2060 Fund | 2.15% | 2.14% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% |
SWYNX Schwab Target 2060 Index Fund | 2.00% | 1.97% | 2.01% | 1.95% | 1.74% | 1.62% | 1.99% | 2.16% | 1.44% | 1.23% | 0.00% | 0.00% |
Drawdowns
VTTSX vs. SWYNX - Drawdown Comparison
The maximum VTTSX drawdown since its inception was -31.38%, smaller than the maximum SWYNX drawdown of -33.36%. Use the drawdown chart below to compare losses from any high point for VTTSX and SWYNX. For additional features, visit the drawdowns tool.
Volatility
VTTSX vs. SWYNX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2060 Fund (VTTSX) is 10.78%, while Schwab Target 2060 Index Fund (SWYNX) has a volatility of 12.02%. This indicates that VTTSX experiences smaller price fluctuations and is considered to be less risky than SWYNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.