SWYGX
Schwab Target 2040 Index Fund Institutional Shares
1W: -1.2%
1M: -1.6%
3M: -1.0%
YTD: +8.7%
1Y: +9.2%
3Y: +58.5%
5Y: +45.0%
$22.15
+0.14 (+0.64%)
Weekly Expected Move ±1.3%
$21
$22
$22
$22
$23
Similar ETFs
12 peers by holdings overlap (8 holdings)
SWYHX
Schwab Target 2045 Index Fund Institutional Shares
92.7%
Shared7 holdings
Total7
AUM$1.2B
Price$23.39
SWYFX
Schwab Target 2035 Index Fund Institutional Shares
91.2%
Shared7 holdings
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SWYMX
Schwab Target 2050 Index Fund Institutional Shares
86.9%
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SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
81.6%
Shared6 holdings
Total6
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Price$25.20
SWYEX
Schwab Target 2030 Index Fund Institutional Shares
79.6%
Shared7 holdings
Total8
AUM$1.8B
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SWYOX
Schwab Target 2065 Index Fund
79.4%
Shared6 holdings
Total6
AUM$472M
Price$16.44
SWYDX
Schwab Target 2025 Index Fund Institutional Shares
67.0%
Shared6 holdings
Total7
AUM$663M
Price$16.03
SWYLX
Schwab Target 2020 Index Fund Institutional Shares
64.9%
Shared6 holdings
Total7
AUM$295M
Price$14.44
SWYBX
Schwab Target 2015 Index Fund Institutional Shares
61.8%
Shared6 holdings
Total7
AUM$90M
Price$13.98
SWYAX
Schwab Target 2010 Index Fund Institutional Shares
57.1%
Shared6 holdings
Total7
AUM$62M
Price$13.54
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWYGX | $1.8B | 7 | 98.9% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYHX | $1.2B | 7 | 99.1% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYFX | $1.6B | 8 | 98.6% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYMX | $1.7B | 6 | 99.2% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYNX | $1.4B | 6 | 99.4% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYEX | $1.8B | 8 | 98.3% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYOX | $472M | 6 | 99.3% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYDX | $663M | 7 | 98.0% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYLX | $295M | 7 | 97.7% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYBX | $90M | 7 | 97.1% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYAX | $62M | 7 | 96.7% | — | — | — | —% | —% | —% | —% | —% | — | — |