Schwab MarketTrack All Equity Portfolio™ (SWEGX) 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 SWEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWEGX
SWEGX charges 0.39% annually. There are 139 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 | SWEGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SWEGX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SWEGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SWEGX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SWEGX vs VTMFX |
Best Risk-Adjusted Alternatives to SWEGX
SWEGX has a PortfoliosLab risk / return rank of 67. There are 172 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 | SWEGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SWEGX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SWEGX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SWEGX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | SWEGX vs AOBLX |
Top Performing SWEGX Alternatives (YTD)
SWEGX is at 11.44% YTD. There are 37 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | SWEGX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | SWEGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | SWEGX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | SWEGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | SWEGX vs TIBIX |
Lowest Volatility Alternatives to SWEGX
SWEGX has 12.55% 1-year volatility. There are 484 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 | SWEGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SWEGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SWEGX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SWEGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SWEGX vs CSTAX |
Lowest Drawdown Alternatives to SWEGX
SWEGX has a 1-year max drawdown of -8.93%. There are 484 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 | SWEGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SWEGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SWEGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SWEGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SWEGX 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 $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 62 | 10.43% | 145.69B | May 1997 | SWEGX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWEGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 61 | 10.92% | 44.59B | Jun 1999 | SWEGX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 16 | 3.02% | 4.94B | Dec 2017 | SWEGX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 9.37% | 14.63B | May 1997 | SWEGX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 18 | -0.39% | 8.31B | — | SWEGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 59 | 10.72% | 22.48B | Apr 1991 | SWEGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 25 | 7.85% | 626.43M | Oct 2005 | SWEGX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 93 | 16.53% | 12.97B | Apr 2007 | SWEGX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 67 | 19.74% | 7.67B | May 1997 | SWEGX vs SWSSX |
Often Compared With SWEGX
Investors most often compare SWEGX with VT, SCHB, VTI. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SWEGX with Any Fund or Stock
Compare SWEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWEGX with funds that move differently
Schwab MarketTrack All Equity Portfolio™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWEGX.
Explore SWEGX Diversifiers