SWYFX vs. FIJOX
Compare and contrast key facts about Schwab Target 2035 Index Fund (SWYFX) and Fidelity Advisor Freedom 2035 Fund Class Z (FIJOX).
SWYFX is managed by Charles Schwab. It was launched on Aug 24, 2016. FIJOX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
SWYFX vs. FIJOX - Performance Comparison
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SWYFX vs. FIJOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SWYFX Schwab Target 2035 Index Fund | -3.00% | 16.40% | 11.71% | 18.20% | -16.36% | 14.26% | 13.85% | 22.37% | -8.38% |
FIJOX Fidelity Advisor Freedom 2035 Fund Class Z | -2.68% | 18.80% | 14.10% | 16.74% | -17.45% | 14.11% | 16.58% | 25.89% | -12.25% |
Returns By Period
In the year-to-date period, SWYFX achieves a -3.00% return, which is significantly lower than FIJOX's -2.68% return.
SWYFX
- 1D
- -0.05%
- 1M
- -6.49%
- YTD
- -3.00%
- 6M
- -0.70%
- 1Y
- 12.85%
- 3Y*
- 12.05%
- 5Y*
- 6.63%
- 10Y*
- —
FIJOX
- 1D
- 0.00%
- 1M
- -7.25%
- YTD
- -2.68%
- 6M
- -0.23%
- 1Y
- 14.28%
- 3Y*
- 13.30%
- 5Y*
- 6.81%
- 10Y*
- —
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SWYFX vs. FIJOX - Expense Ratio Comparison
SWYFX has a 0.04% expense ratio, which is lower than FIJOX's 0.61% expense ratio.
Return for Risk
SWYFX vs. FIJOX — Risk / Return Rank
SWYFX
FIJOX
SWYFX vs. FIJOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Index Fund (SWYFX) and Fidelity Advisor Freedom 2035 Fund Class Z (FIJOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SWYFX | FIJOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.21 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.71 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.51 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.57 | 6.63 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWYFX | FIJOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.21 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.59 | +0.07 |
Correlation
The correlation between SWYFX and FIJOX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SWYFX vs. FIJOX - Dividend Comparison
SWYFX's dividend yield for the trailing twelve months is around 2.35%, less than FIJOX's 7.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SWYFX Schwab Target 2035 Index Fund | 2.35% | 2.28% | 2.37% | 2.14% | 2.02% | 1.80% | 1.73% | 2.00% | 0.00% | 1.44% | 0.99% |
FIJOX Fidelity Advisor Freedom 2035 Fund Class Z | 7.83% | 7.62% | 6.56% | 1.89% | 10.30% | 9.72% | 6.32% | 7.74% | 2.53% | 0.00% | 0.00% |
Drawdowns
SWYFX vs. FIJOX - Drawdown Comparison
The maximum SWYFX drawdown since its inception was -25.51%, smaller than the maximum FIJOX drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for SWYFX and FIJOX.
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Drawdown Indicators
| SWYFX | FIJOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.51% | -29.22% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -8.72% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.19% | -25.85% | +2.66% |
Current DrawdownCurrent decline from peak | -6.82% | -7.58% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -5.66% | +1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.98% | -0.16% |
Volatility
SWYFX vs. FIJOX - Volatility Comparison
The current volatility for Schwab Target 2035 Index Fund (SWYFX) is 3.70%, while Fidelity Advisor Freedom 2035 Fund Class Z (FIJOX) has a volatility of 4.34%. This indicates that SWYFX experiences smaller price fluctuations and is considered to be less risky than FIJOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWYFX | FIJOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 4.34% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 6.51% | 7.09% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.91% | 11.84% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.00% | 12.31% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.87% | 14.80% | -1.93% |