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Schwab Target 2050 Index Fund (SWYMX) Alternatives

Schwab Target 2050 Index Fund (SWYMX) 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 SWYMX. 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 SWYMX

SWYMX charges 0.04% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among SWYMX alternatives.


Best Risk-Adjusted Alternatives to SWYMX

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.


Top Performing SWYMX Alternatives (YTD)

SWYMX alternatives from the Target Retirement Date category, sorted by year-to-date return.


Lowest Volatility Alternatives to SWYMX

SWYMX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to SWYMX

SWYMX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.


Other Mutual Funds from Charles Schwab

Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.


Often Compared With SWYMX

What investors most often compare with SWYMX, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
Vanguard Target Retirement 2050 FundTarget Retirement Date, Diversified Portfolio
69
-3.95%
Jun 7, 2006SWYMX vs VFIFX
Schwab Target 2050 FundTarget Retirement Date
60
-3.90%
Jan 22, 2013SWYMX vs SWNRX
Vanguard S&P 500 ETFS&P 500
65
-4.42%
Sep 7, 2010SWYMX vs VOO
Fidelity Freedom 2050 FundTarget Retirement Date
71
-3.46%
Jun 1, 2006SWYMX vs FFFHX
Vanguard Target Retirement 2055 FundTarget Retirement Date, Diversified Portfolio
69
-3.98%
Aug 18, 2010SWYMX vs VFFVX
Vanguard Total Stock Market ETFLarge Cap Blend Equities
65
-4.01%
Jun 27, 2016SWYMX vs VTI
Ishares Lifepath Target Date 2050 ETFTarget Retirement Date
73
-1.48%
Oct 17, 2023SWYMX vs ITDF
Vanguard Total World Stock ETFGlobal Equities
77
-1.71%
Jun 24, 2008SWYMX vs VT
USAA Target Retirement 2050 FundTarget Retirement Date
69
-2.42%
Jul 31, 2008SWYMX vs URFFX
Vanguard Financials Index Fund Admiral SharesFinancials Equities
7
-11.11%
Feb 4, 2004SWYMX vs VFAIX
Vanguard Mid-Cap ETFMid Cap Growth Equities
46
-0.68%
Jan 26, 2004SWYMX vs VO
Schwab Target 2045 FundTarget Retirement Date
60
-3.79%
Jan 22, 2013SWYMX vs SWMRX
Schwab Target 2060 Index FundTarget Retirement Date
60
-3.91%
Aug 24, 2016SWYMX vs SWYNX
Schwab Target 2040 Index FundTarget Retirement Date
63
-3.28%
Aug 24, 2016SWYMX vs SWYGX
Schwab U.S. Broad Market ETFLarge Cap Growth Equities
65
-4.05%
Nov 3, 2009SWYMX vs SCHB
Schwab U.S. Dividend Equity ETFDividend
52
12.79%
Oct 20, 2011SWYMX vs SCHD
T. Rowe Price Retirement 2050 FundTarget Retirement Date
25
-3.70%
Dec 29, 2006SWYMX vs TRRMX
Fidelity Advisor Managed Retirement Income Fund Cl...Target Retirement Date
80
-0.57%
Aug 30, 2007SWYMX vs FRAMX

Compare SWYMX with Any Fund or Stock

Compare SWYMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


Schwab Target 2050 Index Fund