SWAGX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SWAGX

SWAGX charges 0.04% annually. There are 5 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VTBNX	Vanguard Total Bond Market II Index Fund	0.02%	—	—	SWAGX vs VTBNX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	SWAGX vs VBMPX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	0.03%	398.10B	Sep 1995	SWAGX vs VBTIX
FXNAX	Fidelity U.S. Bond Index Fund	0.03%	—	Mar 1990	SWAGX vs FXNAX
FNSOX	Fidelity Short-Term Bond Index Fund	0.03%	—	Oct 2017	SWAGX vs FNSOX

Best Risk-Adjusted Alternatives to SWAGX

SWAGX has a PortfoliosLab risk / return rank of 21. There are 67 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	100	—	Feb 2015	SWAGX vs VUSFX
FJTDX	Fidelity Flex Conservative Income Bond Fund	100	—	May 2018	SWAGX vs FJTDX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	99	15.70B	Feb 2015	SWAGX vs VUBFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	99	—	Oct 2008	SWAGX vs JSOSX
FYBTX	Fidelity Series Short-Term Credit Fund	90	—	Mar 2015	SWAGX vs FYBTX

Top Performing SWAGX Alternatives (YTD)

SWAGX is at -0.73% YTD. There are 72 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 1.99%.

Symbol	Name	YTD Return	AUM	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	1.99%	—	Feb 2015	SWAGX vs VUSFX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	1.93%	15.70B	Feb 2015	SWAGX vs VUBFX
FJTDX	Fidelity Flex Conservative Income Bond Fund	1.93%	—	May 2018	SWAGX vs FJTDX
FIWDX	Fidelity Advisor Strategic Income Fund Class Z	1.79%	—	Oct 2018	SWAGX vs FIWDX
FSRIX	Fidelity Advisor Strategic Income Fund Class I	1.74%	—	Jul 1995	SWAGX vs FSRIX

Lowest Volatility Alternatives to SWAGX

SWAGX has 3.90% 1-year volatility. There are 68 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.

Symbol	Name	Volatility 1Y	AUM	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	0.60%	—	Feb 2015	SWAGX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	0.73%	—	Oct 2008	SWAGX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	0.83%	15.70B	Feb 2015	SWAGX vs VUBFX
FJTDX	Fidelity Flex Conservative Income Bond Fund	1.27%	—	May 2018	SWAGX vs FJTDX
FANCX	Fidelity Advisor Short-Term Bond Fund Class C	1.82%	—	Jul 2016	SWAGX vs FANCX

Lowest Drawdown Alternatives to SWAGX

SWAGX has a 1-year max drawdown of -3.05%. There are 69 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FJTDX	Fidelity Flex Conservative Income Bond Fund	-0.10%	—	May 2018	SWAGX vs FJTDX
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	-0.25%	—	Feb 2015	SWAGX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	-0.26%	—	Oct 2008	SWAGX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	-0.30%	15.70B	Feb 2015	SWAGX vs VUBFX
FANCX	Fidelity Advisor Short-Term Bond Fund Class C	-1.18%	—	Jul 2016	SWAGX vs FANCX

Other Mutual Funds from Charles Schwab

The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 7 categories. AUM among these funds goes as high as $247B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	SWAGX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.74%	247.33B	Apr 1992	SWAGX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	63	9.82%	44.09B	Jun 1999	SWAGX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	11	-0.51%	4.75B	Dec 2017	SWAGX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	69	12.67%	14.81B	May 1997	SWAGX vs SWISX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	60	9.62%	22.19B	Apr 1991	SWAGX vs SNXFX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	96	17.37%	13.18B	Apr 2007	SWAGX vs SFLNX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	18	3.77%	598.86M	Oct 2005	SWAGX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	79	19.46%	7.55B	May 1997	SWAGX vs SWSSX
SFNNX	Schwab Fundamental International Equity Index Fund	Foreign Large Cap Equities	91	20.52%	5.35B	Apr 2007	SWAGX vs SFNNX

Often Compared With SWAGX

Investors most often compare SWAGX with VBTLX, SCHZ, SWSBX. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	21	-0.70%	398.10B	Nov 2001	SWAGX vs VBTLX
SCHZ	Schwab U.S. Aggregate Bond ETF	Total Bond Market	29	-0.58%	10.50B	Jul 2011	SWAGX vs SCHZ
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	57	0.16%	—	Feb 2017	SWAGX vs SWSBX
BND	Vanguard Total Bond Market ETF	Total Bond Market	29	-0.54%	398.10B	Apr 2007	SWAGX vs BND
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	25	0.70%	—	Mar 2006	SWAGX vs SWRSX
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	24	-0.46%	—	Oct 2002	SWAGX vs FTBFX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	SWAGX vs SCHD
SNSXX	Schwab U.S. Treasury Money Fund	Money Market	—	1.68%	—	Jan 2018	SWAGX vs SNSXX
VTABX	Vanguard Total International Bond Index Fund Admir...	Global Bonds	12	0.26%	123.30B	May 2013	SWAGX vs VTABX
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	68	-0.06%	—	Sep 1992	SWAGX vs SWNTX
DODLX	Dodge & Cox Global Bond Fund Class I	Global Bonds	34	0.79%	—	Apr 2014	SWAGX vs DODLX
USIG	iShares Broad USD Investment Grade Corporate Bond ...	Corporate Bonds, Investment Grade Bonds	29	-0.49%	17.32B	Jan 2007	SWAGX vs USIG
VBIIX	Vanguard Intermediate-Term Bond Index Fund	Intermediate Core Bond	16	-1.09%	—	Mar 1994	SWAGX vs VBIIX
SWYAX	Schwab Target 2010 Index Fund	Target Retirement Date	69	3.88%	80.54M	Aug 2016	SWAGX vs SWYAX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	73	20.55%	—	Feb 2004	SWAGX vs GTLLX
IGOV	iShares International Treasury Bond ETF	International Government Bonds	11	-1.56%	1.53B	Jan 2009	SWAGX vs IGOV
APCB	ActivePassive Core Bond ETF	Intermediate Core-Plus Bond	30	-0.51%	896.67M	May 2023	SWAGX vs APCB
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	84	19.85%	—	May 2011	SWAGX vs EAPCX
SWASX	Schwab Global Real Estate Fund™	REIT	55	12.73%	—	May 2007	SWAGX vs SWASX
DFIGX	DFA Intermediate Government Fixed Income Portfolio	Government Bonds	18	-0.39%	6.11B	Oct 1990	SWAGX vs DFIGX

Compare SWAGX with Any Fund or Stock

Compare SWAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair SWAGX with funds that move differently

Schwab U.S. Aggregate Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWAGX.

Explore SWAGX Diversifiers

Schwab U.S. Aggregate Bond Index Fund (SWAGX) Alternatives