Schwab Opportunistic Municipal Bond Fund (SWHYX) Alternatives
Schwab Opportunistic Municipal Bond Fund (SWHYX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWHYX. 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 SWHYX
SWHYX charges 0.50% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among SWHYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | SWHYX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | SWHYX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | SWHYX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | SWHYX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | SWHYX vs FMBIX |
Best Risk-Adjusted Alternatives to SWHYX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | SWHYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | SWHYX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | SWHYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | SWHYX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | SWHYX vs USMTX |
Top Performing SWHYX Alternatives (YTD)
SWHYX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | SWHYX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | SWHYX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | SWHYX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | SWHYX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | SWHYX vs NQP |
Lowest Volatility Alternatives to SWHYX
SWHYX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | SWHYX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | SWHYX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | SWHYX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | SWHYX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | SWHYX vs BATVX |
Lowest Drawdown Alternatives to SWHYX
SWHYX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | SWHYX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | SWHYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | SWHYX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | SWHYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | SWHYX vs FHMIX |
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 | SWHYX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWHYX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWHYX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWHYX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWHYX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWHYX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWHYX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWHYX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWHYX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWHYX vs SFLNX |
Often Compared With SWHYX
What investors most often compare with SWHYX, based on PortfoliosLab usage data.
Compare SWHYX with Any Fund or Stock
Compare SWHYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.