Schwab Fundamental Global Real Estate Index Fund (SFREX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SFREX
SFREX charges 0.39% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among SFREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | SFREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | SFREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | SFREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | SFREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | SFREX vs VGRNX |
Best Risk-Adjusted Alternatives to SFREX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | SFREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | SFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | SFREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | SFREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | SFREX vs FRIFX |
Top Performing SFREX Alternatives (YTD)
SFREX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | SFREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | SFREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | SFREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | SFREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | SFREX vs IVRSX |
Lowest Volatility Alternatives to SFREX
SFREX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | SFREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | SFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | SFREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | SFREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | SFREX vs FRIRX |
Lowest Drawdown Alternatives to SFREX
SFREX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | SFREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | SFREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | SFREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | SFREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | SFREX vs FRINX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SFREX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SFREX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SFREX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SFREX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SFREX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SFREX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SFREX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SFREX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SFREX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SFREX vs SFLNX |
Often Compared With SFREX
What investors most often compare with SFREX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab Global Real Estate Fund™ | REIT | 33 | -0.59% | May 30, 2007 | SFREX vs SWASX | |
| Schwab US REIT ETF | REIT | 19 | 3.43% | Jan 13, 2011 | SFREX vs SCHH | |
| iShares Global REIT ETF | REIT | 30 | 1.30% | Jul 8, 2014 | SFREX vs REET | |
| Vanguard Global ex-U.S. Real Estate ETF | REIT | 55 | -3.03% | Nov 1, 2010 | SFREX vs VNQI | |
| Vanguard Real Estate ETF | REIT | 16 | 1.31% | Sep 23, 2004 | SFREX vs VNQ | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | SFREX vs SCHG | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | SFREX vs BRIIX | |
| DFA Global Real Estate Securities Portfolio | REIT | 14 | -0.76% | Jun 3, 2008 | SFREX vs DFGEX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 33 | -2.47% | Dec 30, 1992 | SFREX vs PRDGX | |
| Schwab International Equity ETF | Foreign Large Cap Equities | 87 | 2.95% | Nov 3, 2009 | SFREX vs SCHF | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SFREX vs VOO |
Compare SFREX with Any Fund or Stock
Compare SFREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.