Schwab Target 2065 Fund (SWQRX) 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 SWQRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWQRX
SWQRX 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 2060 Fund | 0.01% | — | Feb 2013 | SWQRX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWQRX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWQRX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | SWQRX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWQRX vs LTRIX |
Best Risk-Adjusted Alternatives to SWQRX
SWQRX has a PortfoliosLab risk / return rank of 63. There are 444 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | SWQRX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | SWQRX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | SWQRX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | SWQRX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | SWQRX vs PDAHX |
Top Performing SWQRX Alternatives (YTD)
SWQRX is at 12.10% YTD. There are 112 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | SWQRX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | SWQRX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | SWQRX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | SWQRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | SWQRX vs FDFPX |
Lowest Volatility Alternatives to SWQRX
SWQRX has 12.38% 1-year volatility. There are 554 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | SWQRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | SWQRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | SWQRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | SWQRX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | SWQRX vs FRIMX |
Lowest Drawdown Alternatives to SWQRX
SWQRX has a 1-year max drawdown of -9.80%. There are 633 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 | SWQRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWQRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWQRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWQRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | SWQRX vs FRHMX |
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 $249B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 74 | 11.52% | 145.00B | May 1997 | SWQRX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 1.45% | 248.87B | Aug 1993 | SWQRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 11.78% | 43.45B | Jun 1999 | SWQRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 33 | 9.01% | 5.10B | Dec 2017 | SWQRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.16% | 14.43B | May 1997 | SWQRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.38% | 8.21B | — | SWQRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.62% | 22.44B | Apr 1991 | SWQRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 36 | 11.08% | 628.62M | Oct 2005 | SWQRX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 61 | 17.63% | 7.51B | May 1997 | SWQRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.13% | 12.67B | Apr 2007 | SWQRX vs SFLNX |
Often Compared With SWQRX
Investors most often compare SWQRX with SWYOX, VLXVX, VOO. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SWQRX with Any Fund or Stock
Compare SWQRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWQRX with funds that move differently
Schwab Target 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWQRX.
Explore SWQRX Diversifiers