Schwab Target 2030 Index Fund (SWYEX) Alternatives
Schwab Target 2030 Index Fund (SWYEX) 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 SWYEX. 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 SWYEX
SWYEX charges 0.04% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among SWYEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | Feb 28, 2008 | SWYEX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | Feb 28, 2013 | SWYEX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | SWYEX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | SWYEX vs PMTIX | |
| Principal LifeTime 2050 Fund | 0.01% | Feb 28, 2001 | SWYEX vs PPLIX |
Best Risk-Adjusted Alternatives to SWYEX
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.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 88 | Jul 30, 2008 | SWYEX vs URINX | |
| Fidelity Freedom Income Fund Class K6 | 87 | Oct 17, 1996 | SWYEX vs FYTKX | |
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | SWYEX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | 87 | Jul 20, 2017 | SWYEX vs FNSHX | |
| Fidelity Freedom 2010 Fund | 86 | Oct 17, 1996 | SWYEX vs FFFCX |
Top Performing SWYEX Alternatives (YTD)
SWYEX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 1.03% | Dec 12, 2016 | SWYEX vs PDAHX | |
| Prudential Day One 2020 Fund | 0.77% | Dec 12, 2016 | SWYEX vs PDDDX | |
| USAA Target Retirement Income Fund | 0.62% | Jul 30, 2008 | SWYEX vs URINX | |
| Prudential Day One 2025 Fund | 0.55% | Dec 12, 2016 | SWYEX vs PDEJX | |
| State Street Target Retirement Fund | 0.53% | Sep 29, 2014 | SWYEX vs SSFNX |
Lowest Volatility Alternatives to SWYEX
SWYEX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.34% | Nov 1, 2015 | SWYEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | SWYEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.42% | Oct 2, 2009 | SWYEX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.63% | Aug 1, 2019 | SWYEX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 4.63% | Aug 1, 2019 | SWYEX vs FRHMX |
Lowest Drawdown Alternatives to SWYEX
SWYEX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | SWYEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | SWYEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | SWYEX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | SWYEX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | SWYEX vs FRQKX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 59 | -4.39% | May 19, 1997 | SWYEX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWYEX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 59 | -4.03% | Jun 1, 1999 | SWYEX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 75 | 1.04% | May 19, 1997 | SWYEX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.81% | Dec 20, 2017 | SWYEX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 43 | -0.33% | — | SWYEX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 58 | -4.19% | Apr 2, 1991 | SWYEX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 44 | -9.26% | Oct 3, 2005 | SWYEX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 64 | 0.90% | May 19, 1997 | SWYEX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 73 | 2.71% | Apr 2, 2007 | SWYEX vs SFLNX |
Often Compared With SWYEX
What investors most often compare with SWYEX, based on PortfoliosLab usage data.
Compare SWYEX with Any Fund or Stock
Compare SWYEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.