Schwab MarketTrack Balanced Portfolio™ (SWBGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWBGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWBGX
SWBGX charges 0.40% annually. There are 144 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SWBGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SWBGX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SWBGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SWBGX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SWBGX vs BWBIX |
Best Risk-Adjusted Alternatives to SWBGX
SWBGX has a PortfoliosLab risk / return rank of 70. There are 148 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SWBGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SWBGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SWBGX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SWBGX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SWBGX vs AOBLX |
Top Performing SWBGX Alternatives (YTD)
SWBGX is at 7.58% YTD. There are 215 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | SWBGX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | SWBGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | SWBGX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | SWBGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | SWBGX vs TIBIX |
Lowest Volatility Alternatives to SWBGX
SWBGX has 8.07% 1-year volatility. There are 214 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SWBGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SWBGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | SWBGX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SWBGX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | SWBGX vs CSTAX |
Lowest Drawdown Alternatives to SWBGX
SWBGX has a 1-year max drawdown of -5.89%. There are 220 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SWBGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SWBGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SWBGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SWBGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SWBGX vs CSTAX |
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 | 11.35% | 145.69B | May 1997 | SWBGX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWBGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 11.84% | 44.59B | Jun 1999 | SWBGX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.08% | 4.94B | Dec 2017 | SWBGX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.45% | 14.63B | May 1997 | SWBGX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.06% | 8.31B | — | SWBGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 61 | 11.62% | 22.48B | Apr 1991 | SWBGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 9.59% | 626.43M | Oct 2005 | SWBGX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 16.34% | 12.97B | Apr 2007 | SWBGX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 65 | 20.72% | 7.67B | May 1997 | SWBGX vs SWSSX |
Often Compared With SWBGX
Investors most often compare SWBGX with SWOBX, SWNTX, PTSHX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SWBGX with Any Fund or Stock
Compare SWBGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWBGX with funds that move differently
Schwab MarketTrack Balanced Portfolio™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWBGX.
Explore SWBGX Diversifiers