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
FXNAX	Fidelity U.S. Bond Index Fund	0.03%	—	—	SWAGX vs FXNAX
FNSOX	Fidelity Short-Term Bond Index Fund	0.03%	—	Oct 2017	SWAGX vs FNSOX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.03%	389.80B	Feb 2010	SWAGX vs VBMPX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	0.04%	389.80B	Sep 1995	SWAGX vs VBTIX

Best Risk-Adjusted Alternatives to SWAGX

SWAGX has a PortfoliosLab risk / return rank of 19. There are 85 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
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	100	15.70B	Feb 2015	SWAGX vs VUBFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	99	—	Oct 2008	SWAGX vs JSOSX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	99	—	Mar 2011	SWAGX vs FCNVX
FJTDX	Fidelity Flex Conservative Income Bond Fund	99	—	May 2018	SWAGX vs FJTDX

Top Performing SWAGX Alternatives (YTD)

SWAGX is at 0.38% YTD. There are 73 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.23%.

Symbol	Name	YTD Return	AUM	Inception
FIWDX	Fidelity Advisor Strategic Income Fund Class Z	3.23%	—	Oct 2018	SWAGX vs FIWDX
FADMX	Fidelity Strategic Income Fund	3.12%	—	Oct 1994	SWAGX vs FADMX
FSIAX	Fidelity Advisor Strategic Income Fund Class M	3.11%	—	Oct 1994	SWAGX vs FSIAX
FSRIX	Fidelity Advisor Strategic Income Fund Class I	3.10%	—	Jul 1995	SWAGX vs FSRIX
FSTAX	Fidelity Advisor Strategic Income Fund Class A	3.02%	—	Sep 1996	SWAGX vs FSTAX

Lowest Volatility Alternatives to SWAGX

SWAGX has 4.03% 1-year volatility. There are 76 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.

Symbol	Name	Volatility 1Y	AUM	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	0.59%	—	Feb 2015	SWAGX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	0.68%	—	Oct 2008	SWAGX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	0.78%	15.70B	Feb 2015	SWAGX vs VUBFX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	1.19%	—	Mar 2011	SWAGX vs FCNVX
FJTDX	Fidelity Flex Conservative Income Bond Fund	1.28%	—	May 2018	SWAGX vs FJTDX

Lowest Drawdown Alternatives to SWAGX

SWAGX has a 1-year max drawdown of -3.05%. There are 78 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
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	-0.10%	—	Mar 2011	SWAGX vs FCNVX
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

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 $249B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	74	11.52%	145.00B	May 1997	SWAGX vs SWPPX
SWVXX	Schwab Value Advantage Money Fund	Money Market	—	1.45%	248.87B	Aug 1993	SWAGX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	71	11.78%	43.45B	Jun 1999	SWAGX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	33	9.01%	5.10B	Dec 2017	SWAGX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.16%	14.43B	May 1997	SWAGX vs SWISX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.62%	22.44B	Apr 1991	SWAGX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	36	11.08%	628.62M	Oct 2005	SWAGX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	61	17.63%	7.51B	May 1997	SWAGX vs SWSSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.13%	12.67B	Apr 2007	SWAGX vs SFLNX
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	87	21.09%	5.14B	Apr 2007	SWAGX vs SFNNX

Often Compared With SWAGX

Investors most often compare SWAGX with VBTLX, SCHZ, SWSBX. These 20 comparison targets span 16 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	20	0.42%	389.80B	Nov 2001	SWAGX vs VBTLX
SCHZ	Schwab U.S. Aggregate Bond ETF	Total Bond Market	39	0.47%	10.30B	Jul 2011	SWAGX vs SCHZ
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	39	0.34%	—	Feb 2017	SWAGX vs SWSBX
BND	Vanguard Total Bond Market ETF	Total Bond Market	38	0.46%	389.80B	Apr 2007	SWAGX vs BND
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	33	1.72%	—	Mar 2006	SWAGX vs SWRSX
FTBFX	Fidelity Total Bond Fund	Total Bond Market	24	0.57%	—	Oct 2002	SWAGX vs FTBFX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	82	19.01%	94.95B	Oct 2011	SWAGX vs SCHD
SNSXX	Schwab U.S. Treasury Money Fund	Money Market	—	1.40%	—	Jan 2018	SWAGX vs SNSXX
VTABX	Vanguard Total International Bond Index Fund Admir...	Total Bond Market	7	0.61%	118.10B	May 2013	SWAGX vs VTABX
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	65	1.14%	—	Sep 1992	SWAGX vs SWNTX
DODLX	Dodge & Cox Global Bond Fund	Global Bonds	31	1.23%	—	Apr 2014	SWAGX vs DODLX
USIG	iShares Broad USD Investment Grade Corporate Bond ...	Corporate Bonds	43	0.79%	17.38B	Jan 2007	SWAGX vs USIG
IGOV	iShares International Treasury Bond ETF	International Government Bonds	10	0.34%	1.37B	Jan 2009	SWAGX vs IGOV
VBIIX	Vanguard Intermediate-Term Bond Index Fund	Intermediate Core Bond	15	-0.09%	—	Mar 1994	SWAGX vs VBIIX
SWYAX	Schwab Target 2010 Index Fund	Target Retirement Date	73	4.64%	79.45M	Aug 2016	SWAGX vs SWYAX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	90	21.68%	—	May 2011	SWAGX vs EAPCX
APCB	ActivePassive Core Bond ETF	Intermediate Core-Plus Bond	40	0.50%	896.67M	May 2023	SWAGX vs APCB
SWASX	Schwab Global Real Estate Fund™	REIT	14	6.34%	—	May 2007	SWAGX vs SWASX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	67	20.44%	—	Feb 2004	SWAGX vs GTLLX
DFIGX	DFA Intermediate Government Fixed Income Portfolio	Government Bonds	10	0.07%	—	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