Schwab Target 2035 Index Fund

​ The fund seeks to provide capital appreciation and income consistent with its current asset allocation.

$20.54

Key Metrics

TER 0.08% per year
Distribution policy Distributing
Fund size USD 1,649 M
Inception date August 25, 2016
Holdings 9
Fund currency USD
Fund domicile US
Provider Schwab
For full official fund details, factsheets, and holdings, visit schwabassetmanagement.com (opens in new tab).

Compare similar ETFs

Fund Size
Dividend
Fees
Current
Schwab Target 2035 Index Fund SWYFX
Fund Size
$1.65B
Dividend
2.1%
Fees
0.08%

Historical Return

Last updated: Oct 15, 2026
1 Year -0.3% +2.1% Div
3 Years (avg.) -0.1% +2.1% Div
5 Years (avg.) -0.1% +2.1% Div

Risk & Analysis Metrics

Last updated: Oct 15, 2026

Volatility

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

Latest News

No news available for this ETF yet.

Countries

United States 71.3%
Japan 5.2%
United Kingdom 3.0%
Canada 2.3%
Germany 2.0%
Switzerland 2.0%
France 2.0%
Australia 1.6%
China 1.4%
South Korea 1.1%
Netherlands 1.0%
Taiwan 0.9%
India 0.9%
Sweden 0.7%
Spain 0.7%
Italy 0.6%
Singapore 0.4%
Hong Kong 0.4%
Denmark 0.4%
Israel 0.2%
Belgium 0.2%
Brazil 0.2%
Finland 0.2%
South Africa 0.2%
Norway 0.1%
Ireland 0.1%
Mexico 0.1%
Poland 0.1%
Malaysia 0.1%
Thailand 0.1%
Indonesia 0.1%
New Zealand 0.1%
Austria 0.1%
Turkey 0.0%
Portugal 0.0%
Greece 0.0%
Chile 0.0%
Philippines 0.0%
Hungary 0.0%
Czech Republic 0.0%
Other 0.4%

No investments found

This ETF does not have any holdings data available yet.