Schwab Target 2010 Fund (SWBRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWBRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWBRX
SWBRX charges 0.00% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | SWBRX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWBRX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWBRX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SWBRX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWBRX vs JIEHX |
Best Risk-Adjusted Alternatives to SWBRX
SWBRX has a PortfoliosLab risk / return rank of 57. There are 542 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | SWBRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWBRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWBRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWBRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWBRX vs FRHMX |
Top Performing SWBRX Alternatives (YTD)
SWBRX is at 3.75% YTD. There are 650 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | SWBRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWBRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWBRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWBRX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | SWBRX vs FVTKX |
Lowest Volatility Alternatives to SWBRX
SWBRX has 5.52% 1-year volatility. There are 71 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | SWBRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWBRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | SWBRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | SWBRX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.36% | — | Aug 2007 | SWBRX vs FRQAX |
Lowest Drawdown Alternatives to SWBRX
SWBRX has a 1-year max drawdown of -4.39%. There are 84 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | SWBRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWBRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWBRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWBRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | SWBRX vs FRKMX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 65 | 9.75% | 143.85B | May 1997 | SWBRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWBRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 10.37% | 44.05B | Jun 1999 | SWBRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.19% | 4.90B | Dec 2017 | SWBRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.79% | 14.60B | May 1997 | SWBRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 17 | 0.05% | 8.29B | — | SWBRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 10.10% | 22.30B | Apr 1991 | SWBRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 7.87% | 617.91M | Oct 2005 | SWBRX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.75% | 13.25B | Apr 2007 | SWBRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 72 | 21.72% | 7.66B | May 1997 | SWBRX vs SWSSX |
Often Compared With SWBRX
Investors most often compare SWBRX with VTINX, SWYAX, SWHRX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SWBRX with Any Fund or Stock
Compare SWBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWBRX with funds that move differently
Schwab Target 2010 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWBRX.
Explore SWBRX Diversifiers