Schwab Dividend Equity Fund™ (SWDSX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWDSX
SWDSX charges 0.89% annually. There are 194 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SWDSX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SWDSX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SWDSX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SWDSX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SWDSX vs VVIAX |
Best Risk-Adjusted Alternatives to SWDSX
SWDSX has a PortfoliosLab risk / return rank of 46. There are 230 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SWDSX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SWDSX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | SWDSX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | SWDSX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | SWDSX vs AVLVX |
Top Performing SWDSX Alternatives (YTD)
SWDSX is at 9.88% YTD. There are 233 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | SWDSX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | SWDSX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | SWDSX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | SWDSX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | SWDSX vs YAFFX |
Lowest Volatility Alternatives to SWDSX
SWDSX has 9.36% 1-year volatility. There are 17 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | SWDSX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | SWDSX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SWDSX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | SWDSX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | SWDSX vs TMMAX |
Lowest Drawdown Alternatives to SWDSX
SWDSX has a 1-year max drawdown of -6.16%. There are 40 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SWDSX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SWDSX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SWDSX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SWDSX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SWDSX vs SVAIX |
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 | SWDSX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWDSX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 11.84% | 44.59B | Jun 1999 | SWDSX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.08% | 4.94B | Dec 2017 | SWDSX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.45% | 14.63B | May 1997 | SWDSX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.06% | 8.31B | — | SWDSX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 61 | 11.62% | 22.48B | Apr 1991 | SWDSX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 9.59% | 626.43M | Oct 2005 | SWDSX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 16.34% | 12.97B | Apr 2007 | SWDSX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 65 | 20.72% | 7.67B | May 1997 | SWDSX vs SWSSX |
Often Compared With SWDSX
Investors most often compare SWDSX with SCHD, VDADX, VWINX. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SWDSX with Any Fund or Stock
Compare SWDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWDSX with funds that move differently
Schwab Dividend Equity Fund™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWDSX.
Explore SWDSX Diversifiers