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Schwab Target 2035 Fund (SWIRX) Alternatives

Schwab Target 2035 Fund (SWIRX) 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 SWIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to SWIRX

SWIRX charges 0.00% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among SWIRX alternatives.


Best Risk-Adjusted Alternatives to SWIRX

Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.


Top Performing SWIRX Alternatives (YTD)

SWIRX alternatives from the Target Retirement Date category, sorted by year-to-date return.


Lowest Volatility Alternatives to SWIRX

SWIRX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to SWIRX

SWIRX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.


Other Mutual Funds from Charles Schwab

Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.


Often Compared With SWIRX

What investors most often compare with SWIRX, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
Schwab Target 2035 Index FundTarget Retirement Date
64
-3.00%
Aug 24, 2016SWIRX vs SWYFX
Schwab Target 2030 FundTarget Retirement Date
66
-2.75%
Jun 30, 2005SWIRX vs SWDRX
Vanguard Information Technology ETFTechnology Equities
67
-7.34%
Mar 25, 2004SWIRX vs VGT
State Street SPDR S&P 500 ETFS&P 500
64
-4.37%
Jan 22, 1993SWIRX vs SPY
American Funds 2035 Target Date Retirement FundTarget Retirement Date
67
-3.74%
Jan 31, 2007SWIRX vs AAFTX
Invesco QQQ ETFLarge Cap Growth Equities
69
-5.93%
Mar 10, 1999SWIRX vs QQQ
Vanguard S&P 500 ETFS&P 500
65
-4.42%
Sep 7, 2010SWIRX vs VOO
T. Rowe Price Retirement 2035 FundTarget Retirement Date
21
-2.95%
Feb 27, 2004SWIRX vs TRRJX
Vanguard Target Retirement 2035 FundTarget Retirement Date, Diversified Portfolio
73
-3.07%
Oct 27, 2003SWIRX vs VTTHX
Fidelity Advisor Managed Retirement Income Fund Cl...Target Retirement Date
80
-0.57%
Aug 30, 2007SWIRX vs FRAMX
John Hancock Funds Multi-Index 2045 Lifetime Portf...Target Retirement Date
59
-3.42%
Nov 6, 2013SWIRX vs JRLVX
Fidelity Balanced FundDiversified Portfolio
73
-3.70%
Nov 6, 1986SWIRX vs FBALX
Fidelity Managed Retirement 2010 Fund Class KTarget Retirement Date
83
-0.48%
Aug 1, 2019SWIRX vs FRQKX
Schwab MarketTrack All Equity Portfolio™Diversified Portfolio
63
-3.20%
May 19, 1998SWIRX vs SWEGX
Schwab Target 2045 Index FundTarget Retirement Date
62
-3.59%
Aug 24, 2016SWIRX vs SWYHX
Vanguard Balanced Index Fund Admiral SharesDiversified Portfolio
59
-4.19%
Nov 13, 2000SWIRX vs VBIAX
Vanguard Target Retirement Income FundDiversified Portfolio, Target Retirement Date
83
-1.40%
Oct 27, 2003SWIRX vs VTINX
Principal LifeTime 2055 FundTarget Retirement Date
39
-5.21%
Feb 28, 2008SWIRX vs LTFIX
Vanguard Wellington Fund Investor SharesDiversified Portfolio
66
-5.26%
Jul 1, 1929SWIRX vs VWELX
Principal LifeTime 2050 FundTarget Retirement Date
39
-5.09%
Feb 28, 2001SWIRX vs PPLIX

Compare SWIRX with Any Fund or Stock

Compare SWIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


Schwab Target 2035 Fund