Schwab U.S. Aggregate Bond Index Fund (SWAGX) Alternatives
Schwab U.S. Aggregate Bond Index Fund (SWAGX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWAGX. 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 SWAGX
SWAGX charges 0.04% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among SWAGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | SWAGX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | SWAGX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | Feb 5, 2010 | SWAGX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | Oct 18, 2017 | SWAGX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | Sep 18, 1995 | SWAGX vs VBTIX |
Best Risk-Adjusted Alternatives to SWAGX
Among mutual funds in the Total Bond Market 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 | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | Feb 24, 2015 | SWAGX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 100 | Oct 10, 2008 | SWAGX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | Feb 24, 2015 | SWAGX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 100 | Mar 3, 2011 | SWAGX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | May 31, 2018 | SWAGX vs FJTDX |
Top Performing SWAGX Alternatives (YTD)
SWAGX alternatives from the Total Bond Market category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | Feb 24, 2015 | SWAGX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.59% | Feb 24, 2015 | SWAGX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.55% | May 31, 2018 | SWAGX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.52% | Mar 3, 2011 | SWAGX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.41% | Oct 10, 2008 | SWAGX vs JSOSX |
Lowest Volatility Alternatives to SWAGX
SWAGX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.67% | Feb 24, 2015 | SWAGX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | Oct 10, 2008 | SWAGX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.84% | Feb 24, 2015 | SWAGX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.28% | Mar 3, 2011 | SWAGX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.35% | May 31, 2018 | SWAGX vs FJTDX |
Lowest Drawdown Alternatives to SWAGX
SWAGX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.20% | Mar 3, 2011 | SWAGX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | Oct 10, 2008 | SWAGX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | -0.30% | May 31, 2018 | SWAGX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | Feb 24, 2015 | SWAGX vs VUBFX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.35% | Feb 24, 2015 | SWAGX vs VUSFX |
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 | SWAGX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWAGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWAGX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWAGX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWAGX vs SWLGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWAGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWAGX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWAGX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWAGX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | SWAGX vs SFNNX |
Often Compared With SWAGX
What investors most often compare with SWAGX, based on PortfoliosLab usage data.
Compare SWAGX with Any Fund or Stock
Compare SWAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.