Schwab Target 2015 Fund (SWGRX) 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 SWGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWGRX
SWGRX 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 | SWGRX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWGRX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SWGRX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWGRX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | SWGRX vs FCQTX |
Best Risk-Adjusted Alternatives to SWGRX
SWGRX has a PortfoliosLab risk / return rank of 56. There are 560 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 | SWGRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWGRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWGRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWGRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWGRX vs FRHMX |
Top Performing SWGRX Alternatives (YTD)
SWGRX is at 4.10% YTD. There are 645 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 | SWGRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWGRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWGRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWGRX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | SWGRX vs FVTKX |
Lowest Volatility Alternatives to SWGRX
SWGRX has 6.02% 1-year volatility. There are 106 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 | SWGRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWGRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | SWGRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | SWGRX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | SWGRX vs FRIMX |
Lowest Drawdown Alternatives to SWGRX
SWGRX has a 1-year max drawdown of -4.70%. There are 113 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 | SWGRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWGRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWGRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWGRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | SWGRX 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 | SWGRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWGRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 10.37% | 44.05B | Jun 1999 | SWGRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.19% | 4.90B | Dec 2017 | SWGRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.79% | 14.60B | May 1997 | SWGRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 17 | 0.05% | 8.29B | — | SWGRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 10.10% | 22.30B | Apr 1991 | SWGRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 7.87% | 617.91M | Oct 2005 | SWGRX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.75% | 13.25B | Apr 2007 | SWGRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 72 | 21.72% | 7.66B | May 1997 | SWGRX vs SWSSX |
Often Compared With SWGRX
Investors most often compare SWGRX with SWCRX, SPY, LTIUX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SWGRX with Any Fund or Stock
Compare SWGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWGRX with funds that move differently
Schwab Target 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWGRX.
Explore SWGRX Diversifiers