Schwab MarketTrack Growth Portfolio™ (SWHGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SWHGX
SWHGX charges 0.39% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SWHGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SWHGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SWHGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SWHGX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SWHGX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SWHGX vs MAANX |
Best Risk-Adjusted Alternatives to SWHGX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SWHGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SWHGX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SWHGX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SWHGX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SWHGX vs PMAIX |
Top Performing SWHGX Alternatives (YTD)
SWHGX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SWHGX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SWHGX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SWHGX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SWHGX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SWHGX vs CONWX |
Lowest Volatility Alternatives to SWHGX
SWHGX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SWHGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SWHGX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SWHGX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SWHGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SWHGX vs SICIX |
Lowest Drawdown Alternatives to SWHGX
SWHGX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SWHGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SWHGX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SWHGX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SWHGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SWHGX vs SICIX |
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 | SWHGX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWHGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWHGX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWHGX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWHGX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWHGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWHGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWHGX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWHGX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWHGX vs SFLNX |
Often Compared With SWHGX
What investors most often compare with SWHGX, 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.