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 2020 Fund | 0.01% | — | Feb 2001 | SWYAX vs PLWIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | SWYAX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWYAX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWYAX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SWYAX vs PMTIX |
Best Risk-Adjusted Alternatives to SWYAX
SWYAX has a PortfoliosLab risk / return rank of 75. There are 54 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 | SWYAX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | SWYAX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | SWYAX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | SWYAX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | SWYAX vs TDIFX |
Top Performing SWYAX Alternatives (YTD)
SWYAX is at 4.56% YTD. There are 601 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWYAX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | SWYAX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | SWYAX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | SWYAX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | SWYAX vs FFSZX |
Lowest Volatility Alternatives to SWYAX
SWYAX has 5.47% 1-year volatility. There are 47 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | SWYAX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | SWYAX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | SWYAX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | SWYAX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | SWYAX vs FIKFX |
Lowest Drawdown Alternatives to SWYAX
SWYAX has a 1-year max drawdown of -4.16%. There are 61 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | SWYAX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | SWYAX vs FRIMX |
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 | 69 | 11.29% | 145.69B | May 1997 | SWYAX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWYAX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 68 | 11.78% | 44.59B | Jun 1999 | SWYAX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.73% | 4.94B | Dec 2017 | SWYAX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 43 | 10.83% | 14.63B | May 1997 | SWYAX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 26 | 0.06% | 8.31B | — | SWYAX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 66 | 11.55% | 22.48B | Apr 1991 | SWYAX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 26 | 9.31% | 626.43M | Oct 2005 | SWYAX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 94 | 16.59% | 12.97B | Apr 2007 | SWYAX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 75 | 20.67% | 7.67B | 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