SWYFX
Schwab Target 2035 Index Fund Institutional Shares
1W: -1.1%
1M: -1.6%
3M: -1.2%
YTD: +7.5%
1Y: +7.7%
3Y: +52.8%
5Y: +39.5%
$20.64
+0.11 (+0.54%)
Weekly Expected Move ±1.2%
$20
$20
$21
$21
$21
Similar ETFs
13 peers by holdings overlap (9 holdings)
SWYGX
Schwab Target 2040 Index Fund Institutional Shares
91.2%
Shared7 holdings
Total7
AUM$1.8B
Price$22.01
SWYEX
Schwab Target 2030 Index Fund Institutional Shares
88.3%
Shared8 holdings
Total8
AUM$1.8B
Price$18.71
SWYHX
Schwab Target 2045 Index Fund Institutional Shares
83.9%
Shared7 holdings
Total7
AUM$1.2B
Price$23.39
SWYMX
Schwab Target 2050 Index Fund Institutional Shares
78.1%
Shared6 holdings
Total6
AUM$1.7B
Price$24.24
SWYDX
Schwab Target 2025 Index Fund Institutional Shares
75.8%
Shared7 holdings
Total7
AUM$663M
Price$16.03
SWYLX
Schwab Target 2020 Index Fund Institutional Shares
73.7%
Shared7 holdings
Total7
AUM$295M
Price$14.44
SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
72.8%
Shared6 holdings
Total6
AUM$1.4B
Price$25.20
SWYOX
Schwab Target 2065 Index Fund
70.7%
Shared6 holdings
Total6
AUM$472M
Price$16.44
SWYBX
Schwab Target 2015 Index Fund Institutional Shares
70.5%
Shared7 holdings
Total7
AUM$90M
Price$13.98
SWYAX
Schwab Target 2010 Index Fund Institutional Shares
65.9%
Shared7 holdings
Total7
AUM$62M
Price$13.54
ELM
Elm Market Navigator ETF
2.0%
Shared3 holdings
Total18
AUM$581M
Price$29.31
GEQ
Cambria Global EW 2 ETF
0.4%
Shared3 holdings
Total660
AUM$207M
Price$50.93
OTAX
Optimal Tax Managed Equity ETF
0.0%
Shared3 holdings
Total206
AUM$46M
Price$50.45
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWYFX | $1.6B | 8 | 98.6% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYGX | $1.8B | 7 | 98.9% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYEX | $1.8B | 8 | 98.3% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYHX | $1.2B | 7 | 99.1% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYMX | $1.7B | 6 | 99.2% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYDX | $663M | 7 | 98.0% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYLX | $295M | 7 | 97.7% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYNX | $1.4B | 6 | 99.4% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYOX | $472M | 6 | 99.3% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYBX | $90M | 7 | 97.1% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYAX | $62M | 7 | 96.7% | — | — | — | —% | —% | —% | —% | —% | — | — |