Schwab Target 2010 Index Fund (SWYAX) 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 SWYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWYAX
SWYAX charges 0.04% annually. There are 24 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWYAX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SWYAX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWYAX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | SWYAX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | SWYAX vs JLKYX |
Best Risk-Adjusted Alternatives to SWYAX
SWYAX has a PortfoliosLab risk / return rank of 67. There are 325 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 | SWYAX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWYAX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWYAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWYAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWYAX vs FRHMX |
Top Performing SWYAX Alternatives (YTD)
SWYAX is at 4.33% YTD. There are 626 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 | SWYAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWYAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWYAX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWYAX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | SWYAX vs FVTKX |
Lowest Volatility Alternatives to SWYAX
SWYAX has 5.47% 1-year volatility. There are 69 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 | SWYAX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWYAX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | SWYAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | SWYAX vs FFGZX | |
| Fidelity Managed Retirement Income Fund | 4.36% | — | Aug 2007 | SWYAX vs FIRMX |
Lowest Drawdown Alternatives to SWYAX
SWYAX has a 1-year max drawdown of -4.16%. There are 70 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 | SWYAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWYAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWYAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWYAX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | SWYAX 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 $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 | SWYAX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWYAX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 10.37% | 44.05B | Jun 1999 | SWYAX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.19% | 4.90B | Dec 2017 | SWYAX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.79% | 14.60B | May 1997 | SWYAX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 17 | 0.05% | 8.29B | — | SWYAX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 10.10% | 22.30B | Apr 1991 | SWYAX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 7.87% | 617.91M | Oct 2005 | SWYAX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.75% | 13.25B | Apr 2007 | SWYAX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 72 | 21.72% | 7.66B | May 1997 | SWYAX vs SWSSX |
Often Compared With SWYAX
Investors most often compare SWYAX with SWBRX, TRRFX, VTINX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SWYAX with Any Fund or Stock
Compare SWYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWYAX with funds that move differently
Schwab Target 2010 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWYAX.
Explore SWYAX Diversifiers