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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | SWQRX vs JLKYX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SWQRX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | SWQRX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWQRX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWQRX vs JIEHX |
Best Risk-Adjusted Alternatives to SWQRX
SWQRX has a PortfoliosLab risk / return rank of 60. There are 498 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 | SWQRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWQRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWQRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWQRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWQRX vs FRAMX |
Top Performing SWQRX Alternatives (YTD)
SWQRX is at 11.87% YTD. There are 169 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 | SWQRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWQRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWQRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWQRX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | SWQRX vs FFSZX |
Lowest Volatility Alternatives to SWQRX
SWQRX has 13.08% 1-year volatility. There are 551 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | SWQRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWQRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | SWQRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | SWQRX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | 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 K | -3.42% | — | Aug 2019 | SWQRX 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 | 66 | 10.15% | 143.85B | May 1997 | SWQRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWQRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 65 | 10.74% | 44.05B | Jun 1999 | SWQRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.51% | 4.90B | Dec 2017 | SWQRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.58% | 14.60B | May 1997 | SWQRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 20 | 0.38% | 8.29B | — | SWQRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 63 | 10.52% | 22.30B | Apr 1991 | SWQRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 29 | 8.77% | 617.91M | Oct 2005 | SWQRX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.56% | 13.25B | Apr 2007 | SWQRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 69 | 20.72% | 7.66B | May 1997 | SWQRX vs SWSSX |
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