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 156 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 Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SWCGX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SWCGX vs BWBIX |
Best Risk-Adjusted Alternatives to SWCGX
SWCGX has a PortfoliosLab risk / return rank of 67. There are 206 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 | 97 | — | Dec 2009 | SWCGX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | SWCGX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SWCGX vs AYBLX |
Top Performing SWCGX Alternatives (YTD)
SWCGX is at 5.08% YTD. There are 373 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | SWCGX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | SWCGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | SWCGX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | SWCGX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | SWCGX vs SMIFX |
Lowest Volatility Alternatives to SWCGX
SWCGX has 6.06% 1-year volatility. There are 110 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SWCGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | SWCGX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SWCGX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SWCGX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | SWCGX vs CSTAX |
Lowest Drawdown Alternatives to SWCGX
SWCGX has a 1-year max drawdown of -4.58%. There are 101 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | SWCGX vs FSRKX | |
| 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 |
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 | 66 | 10.15% | 143.85B | May 1997 | SWCGX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWCGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 65 | 10.74% | 44.05B | Jun 1999 | SWCGX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.51% | 4.90B | Dec 2017 | SWCGX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.58% | 14.60B | May 1997 | SWCGX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 20 | 0.38% | 8.29B | — | SWCGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 63 | 10.52% | 22.30B | Apr 1991 | SWCGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 29 | 8.77% | 617.91M | Oct 2005 | SWCGX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.56% | 13.25B | Apr 2007 | SWCGX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 69 | 20.72% | 7.66B | May 1997 | SWCGX vs SWSSX |
Often Compared With SWCGX
Investors most often compare SWCGX with SWOBX, DODBX, SCHG. These 20 comparison targets span 4 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