Schwab Target 2035 Index Fund (SWYFX) Alternatives
Schwab Target 2035 Index Fund (SWYFX) 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 SWYFX. 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 SWYFX
SWYFX charges 0.04% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among SWYFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | SWYFX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | SWYFX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | SWYFX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | SWYFX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | SWYFX vs FCQTX |
Best Risk-Adjusted Alternatives to SWYFX
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 | 86 | Jul 30, 2008 | SWYFX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | SWYFX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | SWYFX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | SWYFX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | SWYFX vs FRHMX |
Top Performing SWYFX Alternatives (YTD)
SWYFX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | SWYFX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | SWYFX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | SWYFX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | SWYFX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | SWYFX vs FYTKX |
Lowest Volatility Alternatives to SWYFX
SWYFX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | SWYFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | SWYFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | SWYFX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | SWYFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | SWYFX vs FRAMX |
Lowest Drawdown Alternatives to SWYFX
SWYFX 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 | SWYFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | SWYFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | SWYFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | SWYFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | SWYFX vs FRHMX |
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 | 46 | -7.07% | May 19, 1997 | SWYFX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWYFX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWYFX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWYFX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWYFX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWYFX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWYFX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWYFX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWYFX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWYFX vs SFLNX |
Often Compared With SWYFX
What investors most often compare with SWYFX, based on PortfoliosLab usage data.
Compare SWYFX with Any Fund or Stock
Compare SWYFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.