Schwab MarketTrack Conservative Portfolio™ (SWCGX) Alternatives
Schwab MarketTrack Conservative Portfolio™ (SWCGX) 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 SWCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SWCGX
SWCGX charges 0.42% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SWCGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SWCGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SWCGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SWCGX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SWCGX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SWCGX vs MAANX |
Best Risk-Adjusted Alternatives to SWCGX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SWCGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SWCGX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SWCGX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SWCGX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SWCGX vs PMAIX |
Top Performing SWCGX Alternatives (YTD)
SWCGX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SWCGX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SWCGX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SWCGX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SWCGX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SWCGX vs CONWX |
Lowest Volatility Alternatives to SWCGX
SWCGX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SWCGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SWCGX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SWCGX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SWCGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SWCGX vs SICIX |
Lowest Drawdown Alternatives to SWCGX
SWCGX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SWCGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SWCGX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SWCGX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SWCGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SWCGX vs SICIX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWCGX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWCGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWCGX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWCGX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWCGX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWCGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWCGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWCGX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWCGX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWCGX vs SFLNX |
Often Compared With SWCGX
What investors most often compare with SWCGX, based on PortfoliosLab usage data.
Compare SWCGX with Any Fund or Stock
Compare SWCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.