Schwab Target 2030 Fund (SWDRX) 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 SWDRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWDRX
SWDRX 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWDRX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SWDRX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SWDRX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | SWDRX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | SWDRX vs LTIUX |
Best Risk-Adjusted Alternatives to SWDRX
SWDRX has a PortfoliosLab risk / return rank of 55. There are 509 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | SWDRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | SWDRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | SWDRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | SWDRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | SWDRX vs FRAMX |
Top Performing SWDRX Alternatives (YTD)
SWDRX is at 6.51% YTD. There are 473 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 | SWDRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWDRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWDRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWDRX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | SWDRX vs FWLSX |
Lowest Volatility Alternatives to SWDRX
SWDRX has 8.18% 1-year volatility. There are 214 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | SWDRX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | SWDRX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | SWDRX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | SWDRX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | SWDRX vs FIKFX |
Lowest Drawdown Alternatives to SWDRX
SWDRX has a 1-year max drawdown of -6.27%. There are 222 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 | SWDRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWDRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWDRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWDRX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | SWDRX vs FRQKX |
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 | 11.35% | 145.69B | May 1997 | SWDRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWDRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 11.84% | 44.59B | Jun 1999 | SWDRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.08% | 4.94B | Dec 2017 | SWDRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.45% | 14.63B | May 1997 | SWDRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.06% | 8.31B | — | SWDRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 61 | 11.62% | 22.48B | Apr 1991 | SWDRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 9.59% | 626.43M | Oct 2005 | SWDRX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 16.34% | 12.97B | Apr 2007 | SWDRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 65 | 20.72% | 7.67B | May 1997 | SWDRX vs SWSSX |
Often Compared With SWDRX
Investors most often compare SWDRX with SWYEX, VTHRX, SWERX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SWDRX with Any Fund or Stock
Compare SWDRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWDRX with funds that move differently
Schwab Target 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWDRX.
Explore SWDRX Diversifiers