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 a closer substitute for your current allocation.
Cheapest Alternatives to SWCGX
SWCGX charges 0.42% annually. There are 155 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 | SWCGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SWCGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SWCGX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SWCGX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SWCGX vs FYMIX |
Best Risk-Adjusted Alternatives to SWCGX
SWCGX has a PortfoliosLab risk / return rank of 73. There are 136 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 | SWCGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SWCGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SWCGX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SWCGX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SWCGX vs FSRRX |
Top Performing SWCGX Alternatives (YTD)
SWCGX is at 4.60% YTD. There are 387 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | SWCGX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SWCGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SWCGX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SWCGX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SWCGX vs BRUFX |
Lowest Volatility Alternatives to SWCGX
SWCGX has 6.14% 1-year volatility. There are 107 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 | SWCGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SWCGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SWCGX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SWCGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SWCGX vs CSTAX |
Lowest Drawdown Alternatives to SWCGX
SWCGX has a 1-year max drawdown of -4.58%. There are 99 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 | SWCGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SWCGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SWCGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SWCGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SWCGX 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 $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 63 | 9.35% | 144.34B | May 1997 | SWCGX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SWCGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 9.82% | 44.09B | Jun 1999 | SWCGX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.51% | 4.75B | Dec 2017 | SWCGX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 69 | 12.67% | 14.81B | May 1997 | SWCGX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.73% | 8.24B | — | SWCGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 60 | 9.62% | 22.19B | Apr 1991 | SWCGX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 96 | 17.37% | 13.18B | Apr 2007 | SWCGX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 18 | 3.77% | 598.86M | Oct 2005 | SWCGX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 79 | 19.46% | 7.55B | May 1997 | SWCGX vs SWSSX |
Often Compared With SWCGX
Investors most often compare SWCGX with SWOBX, DODBX, SCHG. These 20 comparison targets span 5 categories, 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.
Pair SWCGX with funds that move differently
Schwab MarketTrack Conservative Portfolio™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWCGX.
Explore SWCGX Diversifiers