Schwab Fundamental Global Real Estate Index Fund (SFREX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFREX
SFREX charges 0.39% annually. There are 12 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | SFREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | SFREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | SFREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | SFREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | SFREX vs VGRNX |
Best Risk-Adjusted Alternatives to SFREX
SFREX has a PortfoliosLab risk / return rank of 24. There are 87 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | SFREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | SFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 82 | — | Oct 2011 | SFREX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | SFREX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 80 | — | Feb 1999 | SFREX vs IRSAX |
Top Performing SFREX Alternatives (YTD)
SFREX is at 8.19% YTD. There are 79 mutual funds in the REIT category with higher YTD returns, going as high as 21.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.23% | — | Dec 2010 | SFREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.65% | — | Dec 1998 | SFREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.18% | — | Jan 1989 | SFREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.15% | — | Mar 1995 | SFREX vs PHRAX | |
| Great-West Real Estate Index Fund | 20.05% | — | Nov 2012 | SFREX vs MXREX |
Lowest Volatility Alternatives to SFREX
SFREX has 12.19% 1-year volatility. There are 31 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | SFREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | SFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | SFREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | SFREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.19% | — | Feb 2003 | SFREX vs FRIFX |
Lowest Drawdown Alternatives to SFREX
SFREX has a 1-year max drawdown of -11.96%. There are 87 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | SFREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | SFREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | SFREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | SFREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | SFREX vs FRIFX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 75 | 11.74% | 144.34B | May 1997 | SFREX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SFREX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 74 | 12.14% | 44.09B | Jun 1999 | SFREX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.45% | 4.75B | Dec 2017 | SFREX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 61 | 12.43% | 14.81B | May 1997 | SFREX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 9 | -0.84% | 8.24B | — | SFREX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 73 | 11.96% | 22.19B | Apr 1991 | SFREX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 97 | 18.46% | 13.18B | Apr 2007 | SFREX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 25 | 7.21% | 598.86M | Oct 2005 | SFREX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 84 | 20.94% | 7.55B | May 1997 | SFREX vs SWSSX |
Often Compared With SFREX
Investors most often compare SFREX with SWASX, SCHH, REET. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SFREX with Any Fund or Stock
Compare SFREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFREX with funds that move differently
Schwab Fundamental Global Real Estate Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFREX.
Explore SFREX Diversifiers