Schwab Dividend Equity Fund™ (SWDSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SWDSX
SWDSX charges 0.89% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SWDSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SWDSX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SWDSX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SWDSX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SWDSX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SWDSX vs VVIAX |
Best Risk-Adjusted Alternatives to SWDSX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SWDSX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SWDSX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SWDSX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SWDSX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SWDSX vs VALAX |
Top Performing SWDSX Alternatives (YTD)
SWDSX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SWDSX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SWDSX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SWDSX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SWDSX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SWDSX vs HFCVX |
Lowest Volatility Alternatives to SWDSX
SWDSX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SWDSX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SWDSX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SWDSX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SWDSX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SWDSX vs ACIIX |
Lowest Drawdown Alternatives to SWDSX
SWDSX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SWDSX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SWDSX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SWDSX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SWDSX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SWDSX vs PSECX |
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 | SWDSX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWDSX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWDSX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWDSX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWDSX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWDSX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWDSX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWDSX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWDSX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWDSX vs SFLNX |
Often Compared With SWDSX
What investors most often compare with SWDSX, 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.