Schwab MarketTrack Growth Portfolio™ (SWHGX) 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 SWHGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWHGX
SWHGX 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 | SWHGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SWHGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SWHGX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SWHGX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SWHGX vs BWBIX |
Best Risk-Adjusted Alternatives to SWHGX
SWHGX has a PortfoliosLab risk / return rank of 72. There are 140 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 | SWHGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SWHGX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SWHGX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | SWHGX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | SWHGX vs AYBLX |
Top Performing SWHGX Alternatives (YTD)
SWHGX is at 9.69% YTD. There are 103 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.90% | — | Jan 1998 | SWHGX vs EKBAX | |
| Greenspring Fund | 19.62% | — | Jun 1983 | SWHGX vs GRSPX | |
| ICON Equity Income Fund | 18.26% | — | May 2004 | SWHGX vs IOEZX | |
| MH Elite Small Cap Fund of Funds Fund | 18.12% | — | Aug 1998 | SWHGX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.39% | — | Dec 2002 | SWHGX vs TIBIX |
Lowest Volatility Alternatives to SWHGX
SWHGX has 10.27% 1-year volatility. There are 390 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 | SWHGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | SWHGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | SWHGX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | SWHGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SWHGX vs CSTAX |
Lowest Drawdown Alternatives to SWHGX
SWHGX has a 1-year max drawdown of -7.38%. There are 386 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 | SWHGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SWHGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SWHGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SWHGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SWHGX 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 | 66 | 10.83% | 145.69B | May 1997 | SWHGX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWHGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 64 | 11.35% | 44.59B | Jun 1999 | SWHGX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.45% | 4.94B | Dec 2017 | SWHGX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 38 | 10.10% | 14.63B | May 1997 | SWHGX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.16% | 8.31B | — | SWHGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 62 | 11.13% | 22.48B | Apr 1991 | SWHGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 27 | 9.08% | 626.43M | Oct 2005 | SWHGX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 93 | 16.37% | 12.97B | Apr 2007 | SWHGX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 68 | 20.19% | 7.67B | May 1997 | SWHGX vs SWSSX |
Often Compared With SWHGX
Investors most often compare SWHGX with SCHG, SWMCX, AOA. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SWHGX with Any Fund or Stock
Compare SWHGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWHGX with funds that move differently
Schwab MarketTrack Growth Portfolio™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWHGX.
Explore SWHGX Diversifiers