SWYOX
Schwab Target 2065 Index Fund
1W: -1.4%
1M: -1.5%
3M: -0.5%
YTD: +11.7%
1Y: +13.2%
3Y: +72.3%
5Y: +57.8%
$16.57
+0.13 (+0.79%)
Weekly Expected Move ±1.5%
$16
$16
$16
$17
$17
Similar ETFs
12 peers by holdings overlap (6 holdings)
SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
97.9%
Shared6 holdings
Total6
AUM$1.4B
Price$25.20
SWYMX
Schwab Target 2050 Index Fund Institutional Shares
92.5%
Shared6 holdings
Total6
AUM$1.7B
Price$24.24
SWYHX
Schwab Target 2045 Index Fund Institutional Shares
86.8%
Shared6 holdings
Total7
AUM$1.2B
Price$23.39
SWYGX
Schwab Target 2040 Index Fund Institutional Shares
79.4%
Shared6 holdings
Total7
AUM$1.8B
Price$22.01
SWYFX
Schwab Target 2035 Index Fund Institutional Shares
70.7%
Shared6 holdings
Total8
AUM$1.6B
Price$20.53
SWYEX
Schwab Target 2030 Index Fund Institutional Shares
59.0%
Shared6 holdings
Total8
AUM$1.8B
Price$18.71
SWYDX
Schwab Target 2025 Index Fund Institutional Shares
46.4%
Shared5 holdings
Total7
AUM$663M
Price$16.03
SWYLX
Schwab Target 2020 Index Fund Institutional Shares
44.3%
Shared5 holdings
Total7
AUM$295M
Price$14.44
SWYBX
Schwab Target 2015 Index Fund Institutional Shares
41.2%
Shared5 holdings
Total7
AUM$90M
Price$13.98
SWYAX
Schwab Target 2010 Index Fund Institutional Shares
36.6%
Shared5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWYOX | $472M | 6 | 99.3% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYNX | $1.4B | 6 | 99.4% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYMX | $1.7B | 6 | 99.2% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYHX | $1.2B | 7 | 99.1% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYGX | $1.8B | 7 | 98.9% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYFX | $1.6B | 8 | 98.6% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYEX | $1.8B | 8 | 98.3% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYDX | $663M | 7 | 98.0% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYLX | $295M | 7 | 97.7% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYBX | $90M | 7 | 97.1% | — | — | — | —% | —% | —% | —% | —% | — | — |
| SWYAX | $62M | 7 | 96.7% | — | — | — | —% | —% | —% | —% | —% | — | — |