Schwab Target 2065 Index Fund (SWYOX) 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 SWYOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWYOX
SWYOX 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 2060 Fund | 0.01% | — | Feb 2013 | SWYOX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWYOX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWYOX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | SWYOX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWYOX vs LTRIX |
Best Risk-Adjusted Alternatives to SWYOX
SWYOX has a PortfoliosLab risk / return rank of 70. There are 289 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 | SWYOX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | SWYOX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | SWYOX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | SWYOX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | SWYOX vs PDAHX |
Top Performing SWYOX Alternatives (YTD)
SWYOX is at 12.72% YTD. There are 65 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | SWYOX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | SWYOX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | SWYOX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | SWYOX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | SWYOX vs FDFPX |
Lowest Volatility Alternatives to SWYOX
SWYOX has 12.13% 1-year volatility. There are 542 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | SWYOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | SWYOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | SWYOX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | SWYOX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | SWYOX vs FRIMX |
Lowest Drawdown Alternatives to SWYOX
SWYOX has a 1-year max drawdown of -9.13%. There are 501 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 | SWYOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWYOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWYOX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWYOX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | SWYOX vs FRHMX |
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 $249B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 74 | 11.52% | 145.00B | May 1997 | SWYOX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 1.45% | 248.87B | Aug 1993 | SWYOX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 11.78% | 43.45B | Jun 1999 | SWYOX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 33 | 9.01% | 5.10B | Dec 2017 | SWYOX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.16% | 14.43B | May 1997 | SWYOX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.38% | 8.21B | — | SWYOX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.62% | 22.44B | Apr 1991 | SWYOX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 36 | 11.08% | 628.62M | Oct 2005 | SWYOX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 61 | 17.63% | 7.51B | May 1997 | SWYOX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.13% | 12.67B | Apr 2007 | SWYOX vs SFLNX |
Often Compared With SWYOX
Investors most often compare SWYOX with SWQRX, VLXVX, SWYNX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SWYOX with Any Fund or Stock
Compare SWYOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWYOX with funds that move differently
Schwab Target 2065 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWYOX.
Explore SWYOX Diversifiers