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Schwab Target 2065 Index Fund · NASDAQ
Price: $16.35 · Annual div: $0.2734/share · Frequency: annual · Payout ratio: N/A · Ex-div: 2025-12-30
SWYOX (Schwab Target 2065 Index Fund) has a dividend yield of 1.67%, based on an annual dividend of $0.2734 per share and a price of $16.35. Over the last 12 months it paid $0.2734 per share — a trailing yield of 1.67%. Dividends are paid annual.
Yield history: over the last 4 payments, SWYOX's 12-month yield ranged from 1.67% to 3.46%. Full SWYOX dividend history ↓
With dividends reinvested, a SWYOX position grows its share count by about 1.67% in the first year at today's price and yield.
| Year | Shares bought by dividends | Total shares |
|---|
Click to apply scenario to the calculator
Year your monthly dividend income covers each expense (based on current settings)
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2025-12-30Latest | 2025-12-30 | $0.2734 | 1.86% | $14.72 |
| 2024-12-30 | 2024-12-30 | $0.2173 | 1.67% | $13.04 |
| 2023-12-28 | — | $0.1990 | 3.46% | $10.51 |
| 2022-12-29 | — | $0.1650 | 3.13% | $9.77 |
| 2021-12-30 | — | $0.1410 | 1.29% | $10.97 |
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents (including money market funds) in accordance with their own investment objectives and policies. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
SWYOX (Schwab Target 2065 Index Fund) has a dividend yield of 1.67%, based on an annual dividend of $0.2734 per share and a price of $16.35. Over the last 12 months it paid $0.2734 per share — a trailing yield of 1.67%. Dividends are paid annual.
$10,000 in SWYOX at a 1.67% yield pays about $167 a year ($14 a month) before taxes. With DRIP, reinvested dividends buy more shares and that income compounds.
With dividends reinvested, a SWYOX position grows its share count by about 1.67% in the first year at today's price and yield.
Enter your starting amount, monthly contribution and time horizon in the SWYOX DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
SWYOX's next ex-dividend date has not been announced yet; the most recent one was 2025-12-30. SWYOX pays dividends annual. Buy before the ex-dividend date to receive the next payment.
SWYOX's dividend changed 25.8% over the last year. It has less than five years of dividend history in our data, so there is no five-year growth rate yet.
Forward dividend yield from the latest data · open any DRIP calculator
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open SWYOX position with:
Real after-tax yield depends on where you live and how you hold SWYOX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 1.67% | -1.13% | $167 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 1.42% | -1.38% | $142 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 1.34% | -1.46% | $134 / yr |
| 🇬🇧 UK ISA | 0% | 1.67% | -1.13% | $167 / yr |
| 🇬🇧 UK Taxable | 8.75% | 1.52% | -1.28% | $152 / yr |
| 🇨🇦 TFSA | 0% | 1.67% | -1.13% | $167 / yr |
| 🇨🇦 CA Taxable | 25% | 1.25% | -1.55% | $125 / yr |
| 🇦🇺 Super (pension) | 15% | 1.42% | -1.38% | $142 / yr |
| 🇦🇺 AU Taxable | 30% | 1.17% | -1.63% | $117 / yr |
| 🇩🇪 DE Taxable | 26.375% | 1.23% | -1.57% | $123 / yr |
| 🇫🇷 FR Taxable | 30% | 1.17% | -1.63% | $117 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.27/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
SWYOX pays annually — 1 payment per year.
How SWYOX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SWYOX sourced from FMP /financial-growth endpoint — real data, not estimates.
Compare SWYOX with peers: SWYOX vs BULIX · SWYOX vs HNVIX · SWYOX vs HRVIX
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SWYOX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Schwab Target 2065 Index Fund (SWYOX) is currently trading at $16.35, trading near its 52-week high. The current dividend yield is 1.67% based on an annual payout of $0.2734 per share.
Schwab Target 2065 Index Fund (SWYOX) is a financial services stock currently trading at $16.35 with a dividend yield of 1.67%. It pays an annual dividend of $0.2734 per share.
Auto-generated from live market data. For educational purposes only — not financial advice.
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.
| Dividend income |
|---|
| Position value |
|---|
| Yield on cost |
|---|
| 1 | 10.23 | 621.85 | $167 | $10,167 | 1.67% |
| 3 | 10.57 | 642.82 | $173 | $10,510 | 1.73% |
| 5 | 10.93 | 664.50 | $179 | $10,865 | 1.79% |
| 10 | 11.87 | 721.94 | $194 | $11,804 | 1.94% |
| 20 | 14.02 | 852.17 | $229 | $13,933 | 2.29% |
DRIP rate = share-count growth from reinvested dividends. Simplified yearly model before taxes and fees; adjust every assumption in the calculator above. Not financial advice. How DRIP and the DRIP rate work →
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