Schwab U.S. Large-Cap Growth Index Fund (SWLGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWLGX
SWLGX charges 0.04% annually. There is 1 mutual fund in the Large Cap Growth Equities category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | SWLGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SWLGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SWLGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SWLGX vs VIGAX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | SWLGX vs TILIX |
Best Risk-Adjusted Alternatives to SWLGX
SWLGX has a PortfoliosLab risk / return rank of 21. There are 222 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | SWLGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | SWLGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | SWLGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | SWLGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | SWLGX vs FOCPX |
Top Performing SWLGX Alternatives (YTD)
SWLGX is at 3.19% YTD. There are 301 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | SWLGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | SWLGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | SWLGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | SWLGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | SWLGX vs POGRX |
Lowest Volatility Alternatives to SWLGX
SWLGX has 16.21% 1-year volatility. There are 165 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | SWLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | SWLGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | SWLGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | SWLGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | SWLGX vs GQEPX |
Lowest Drawdown Alternatives to SWLGX
SWLGX has a 1-year max drawdown of -16.16%. There are 255 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SWLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SWLGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SWLGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SWLGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SWLGX vs DNVYX |
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.
Often Compared With SWLGX
Investors most often compare SWLGX with QQQ, VUG, QQQM. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SWLGX with Any Fund or Stock
Compare SWLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWLGX with funds that move differently
Schwab U.S. Large-Cap Growth Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWLGX.
Explore SWLGX Diversifiers