Schwab Core Equity Fund™ (SWANX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWANX
SWANX charges 0.73% annually. There are 209 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SWANX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SWANX vs VSTSX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SWANX vs FLCPX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SWANX vs FSKAX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 34.70B | May 2001 | SWANX vs VITPX |
Best Risk-Adjusted Alternatives to SWANX
SWANX has a PortfoliosLab risk / return rank of 13. There are 377 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | SWANX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | SWANX vs GTLOX | |
| Vanguard PRIMECAP Core Fund | 95 | 18.10B | Dec 2004 | SWANX vs VPCCX | |
| AAMA Equity Fund | 94 | — | Jun 2017 | SWANX vs AMFEX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 94 | — | Dec 2018 | SWANX vs FTZIX |
Top Performing SWANX Alternatives (YTD)
SWANX is at 8.37% YTD. There are 349 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 28.87% | — | Dec 2018 | SWANX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 28.84% | 18.10B | Dec 2004 | SWANX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.73% | — | Nov 2004 | SWANX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.34% | — | Jan 1995 | SWANX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 26.29% | — | Dec 2015 | SWANX vs RESGX |
Lowest Volatility Alternatives to SWANX
SWANX has 14.79% 1-year volatility. There are 338 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.20%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.20% | — | Mar 2021 | SWANX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.27% | — | Jul 2012 | SWANX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.29% | — | Jul 2012 | SWANX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.84% | — | Aug 2018 | SWANX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.39% | — | Feb 2012 | SWANX vs SILVX |
Lowest Drawdown Alternatives to SWANX
SWANX has a 1-year max drawdown of -15.58%. There are 383 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SWANX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SWANX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SWANX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SWANX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SWANX vs AMFEX |
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 | 69 | 13.74% | 144.34B | May 1997 | SWANX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SWANX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 68 | 14.22% | 44.09B | Jun 1999 | SWANX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 17 | 5.31% | 4.75B | Dec 2017 | SWANX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 52 | 13.75% | 14.81B | May 1997 | SWANX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 14 | 0.00% | 8.24B | — | SWANX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 66 | 14.02% | 22.19B | Apr 1991 | SWANX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 97 | 19.93% | 13.18B | Apr 2007 | SWANX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 24 | 10.16% | 598.86M | Oct 2005 | SWANX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 80 | 23.18% | 7.55B | May 1997 | SWANX vs SWSSX |
Often Compared With SWANX
Investors most often compare SWANX with SCHD, SWSCX, SCHB. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SWANX with Any Fund or Stock
Compare SWANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWANX with funds that move differently
Schwab Core Equity Fund™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWANX.
Explore SWANX Diversifiers