Schwab Global Real Estate Fund™ (SWASX) 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 SWASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWASX
SWASX charges 1.05% annually. There are 66 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | SWASX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | SWASX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | SWASX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | SWASX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | SWASX vs VGRNX |
Best Risk-Adjusted Alternatives to SWASX
SWASX has a PortfoliosLab risk / return rank of 18. There are 34 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | SWASX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | SWASX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | SWASX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | SWASX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | SWASX vs FRIRX |
Top Performing SWASX Alternatives (YTD)
SWASX is at 7.68% YTD. There are 74 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | SWASX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | SWASX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | SWASX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | SWASX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | SWASX vs MXREX |
Lowest Volatility Alternatives to SWASX
SWASX has 11.59% 1-year volatility. There are 12 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | SWASX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | SWASX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | SWASX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | SWASX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | SWASX vs FRINX |
Lowest Drawdown Alternatives to SWASX
SWASX has a 1-year max drawdown of -10.89%. There are 87 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | SWASX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | SWASX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | SWASX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | SWASX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | SWASX vs FRIFX |
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 $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 65 | 9.75% | 143.85B | May 1997 | SWASX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWASX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 10.37% | 44.05B | Jun 1999 | SWASX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.19% | 4.90B | Dec 2017 | SWASX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.79% | 14.60B | May 1997 | SWASX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 17 | 0.05% | 8.29B | — | SWASX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 10.10% | 22.30B | Apr 1991 | SWASX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 7.87% | 617.91M | Oct 2005 | SWASX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.75% | 13.25B | Apr 2007 | SWASX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 72 | 21.72% | 7.66B | May 1997 | SWASX vs SWSSX |
Often Compared With SWASX
Investors most often compare SWASX with SFREX, SWRSX, EAPCX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SWASX with Any Fund or Stock
Compare SWASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWASX with funds that move differently
Schwab Global Real Estate Fund™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWASX.
Explore SWASX Diversifiers