SWYEX ETF
Schwab Target 2030 Index Fund

SWYEX ETF Overview
SWYEX ETF (Schwab Target 2030 Index Fund) is managed by Charles Schwab Asset Management with $1.72B in net assets. SWYEX expense ratio is 0.08%, holding 10 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.
SWYEX performance shows a YTD return of 2.94%. The 1-year return is 15.30% and the 5-year return is 7.50%. SWYEX dividend yield stands at 2.43%, paid annually.
SWYEX top holdings include Schwab US Large-cap ETF (36.2%), Schwab Us Aggregate Bond In (34.8%), Schwab International Equity ETF (14.1%), Schwab US Reit ETF (3.9%), Schwab Short-Term U.S. Treasury Etf (2.7%). View all SWYEX holdings, sector breakdown, or dividend history.
SWYEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWYEX alternatives are available via the screener, along with tax-loss harvesting opportunities.