What mutual funds are similar to SWYDX?

The peer table above lists mutual funds with the same asset class and broad strategy as Schwab Target 2025 Index Fund Institutional Shares (SWYDX). Compare expense ratio, AUM, and dividend yield to evaluate alternatives.

How does SWYDX compare to other mutual funds in its category?

Each peer row shows expense ratio and AUM alongside SWYDX so you can spot meaningful gaps: a 0.40% expense ratio vs a 0.06% peer is a real cost difference compounded over the long term. Click any peer to open its full analysis.

What is the expense ratio of SWYDX?

Schwab Target 2025 Index Fund Institutional Shares (SWYDX) charges an expense ratio of 0.08%. This is the annual fee deducted from fund assets to cover management and operations.

SWYDX

Schwab Target 2025 Index Fund Institutional Shares

NASDAQ·Asset Management · Financial Services

$16.21$0.04+0.25%

Oct 28 8:07 AM EDT

Funds from Schwab

TickerFund	Name	Expense Ratio	AUM
SWVXXSWVXXSchwab Prime Advantage Money Fund - Investor	Schwab Prime Advantage Money Fund - Investor	0.34%	$247.89B
SWPPXSWPPXSchwab S&P 500 Index Fund- Select Shares	Schwab S&P 500 Index Fund- Select Shares	0.02%	$150.28B
SWTSXSWTSXSchwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit	Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit	0.03%	$45.49B
SNVXXSNVXXSchwab Government Money Fund - Investor Shares	Schwab Government Money Fund - Investor Shares	0.34%	$31.55B
SNXFXSNXFXSchwab 1000 Index Fund Investor Shares	Schwab 1000 Index Fund Investor Shares	0.05%	$22.71B

Similar Strategy: Passive Index

TickerFund	Name	Expense Ratio	AUM
TNBIXTNBIX1290 SmartBeta Equity Fund Class I	1290 SmartBeta Equity Fund Class I	—	—
DDDCXDDDCX13D Activist Fund	13D Activist Fund	—	—
DDDAXDDDAX13D Activist Fund	13D Activist Fund	—	—
DDDIXDDDIX13D Activist Fund Class I	13D Activist Fund Class I	—	—
SSIAXSSIAX1919 Socially Responsive Balanced Fund Class A	1919 Socially Responsive Balanced Fund Class A	—	—

Frequently Asked Questions About SWYDX

What mutual funds are similar to SWYDX?: The peer table above lists mutual funds with the same asset class and broad strategy as Schwab Target 2025 Index Fund Institutional Shares (SWYDX). Compare expense ratio, AUM, and dividend yield to evaluate alternatives.
How does SWYDX compare to other mutual funds in its category?: Each peer row shows expense ratio and AUM alongside SWYDX so you can spot meaningful gaps: a 0.40% expense ratio vs a 0.06% peer is a real cost difference compounded over the long term. Click any peer to open its full analysis.
What is the expense ratio of SWYDX?: Schwab Target 2025 Index Fund Institutional Shares (SWYDX) charges an expense ratio of 0.08%. This is the annual fee deducted from fund assets to cover management and operations.