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 a closer substitute for your current allocation.
Cheapest Alternatives to SWYMX
SWYMX 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 | SWYMX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWYMX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SWYMX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWYMX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | SWYMX vs FCQTX |
Best Risk-Adjusted Alternatives to SWYMX
SWYMX has a PortfoliosLab risk / return rank of 71. There are 199 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 | SWYMX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWYMX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWYMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWYMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWYMX vs FRHMX |
Top Performing SWYMX Alternatives (YTD)
SWYMX is at 11.71% YTD. There are 170 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 | SWYMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWYMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWYMX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWYMX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | SWYMX vs FVTKX |
Lowest Volatility Alternatives to SWYMX
SWYMX has 11.89% 1-year volatility. There are 416 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 | SWYMX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWYMX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | SWYMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | SWYMX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | SWYMX vs FRIMX |
Lowest Drawdown Alternatives to SWYMX
SWYMX has a 1-year max drawdown of -8.55%. There are 408 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 | SWYMX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWYMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWYMX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWYMX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | SWYMX vs FRKMX |
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 | SWYMX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWYMX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 10.37% | 44.05B | Jun 1999 | SWYMX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.19% | 4.90B | Dec 2017 | SWYMX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.79% | 14.60B | May 1997 | SWYMX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 17 | 0.05% | 8.29B | — | SWYMX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 10.10% | 22.30B | Apr 1991 | SWYMX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 7.87% | 617.91M | Oct 2005 | SWYMX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.75% | 13.25B | Apr 2007 | SWYMX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 72 | 21.72% | 7.66B | May 1997 | SWYMX vs SWSSX |
Often Compared With SWYMX
Investors most often compare SWYMX with VFIFX, SWNRX, VOO. These 18 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SWYMX with Any Fund or Stock
Compare SWYMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWYMX with funds that move differently
Schwab Target 2050 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWYMX.
Explore SWYMX Diversifiers