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 195 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SWDSX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SWDSX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | SWDSX vs TILVX |
Best Risk-Adjusted Alternatives to SWDSX
SWDSX has a PortfoliosLab risk / return rank of 75. There are 202 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | SWDSX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | SWDSX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | SWDSX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | SWDSX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | SWDSX vs MALVX |
Top Performing SWDSX Alternatives (YTD)
SWDSX is at 11.28% YTD. There are 225 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | SWDSX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | SWDSX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | SWDSX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | SWDSX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | SWDSX vs YAFFX |
Lowest Volatility Alternatives to SWDSX
SWDSX has 9.52% 1-year volatility. There are 14 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SWDSX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | SWDSX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SWDSX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | SWDSX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | SWDSX vs ACIIX |
Lowest Drawdown Alternatives to SWDSX
SWDSX has a 1-year max drawdown of -6.16%. There are 36 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 Equity Income 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 $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 | SWDSX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SWDSX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 9.82% | 44.09B | Jun 1999 | SWDSX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.51% | 4.75B | Dec 2017 | SWDSX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 69 | 12.67% | 14.81B | May 1997 | SWDSX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.73% | 8.24B | — | SWDSX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 60 | 9.62% | 22.19B | Apr 1991 | SWDSX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 96 | 17.37% | 13.18B | Apr 2007 | SWDSX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 18 | 3.77% | 598.86M | Oct 2005 | SWDSX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 79 | 19.46% | 7.55B | May 1997 | SWDSX vs SWSSX |
Often Compared With SWDSX
Investors most often compare SWDSX with SCHD, VDADX, VWINX. These 19 comparison targets span 9 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