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% | 365.00B | May 1998 | SWLGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | SWLGX vs TILIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | SWLGX vs VIGAX |
Best Risk-Adjusted Alternatives to SWLGX
SWLGX has a PortfoliosLab risk / return rank of 32. There are 189 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | SWLGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | SWLGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | SWLGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | SWLGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | SWLGX vs POGRX |
Top Performing SWLGX Alternatives (YTD)
SWLGX is at 8.61% YTD. There are 240 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | SWLGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | SWLGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | SWLGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | SWLGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | SWLGX vs FOKFX |
Lowest Volatility Alternatives to SWLGX
SWLGX has 15.40% 1-year volatility. There are 179 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | SWLGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | SWLGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | SWLGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | SWLGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | SWLGX vs AWYIX |
Lowest Drawdown Alternatives to SWLGX
SWLGX has a 1-year max drawdown of -16.16%. There are 261 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | SWLGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SWLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SWLGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | SWLGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SWLGX vs AQEIX |
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 $249B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 73 | 11.69% | 145.00B | May 1997 | SWLGX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 1.45% | 248.87B | Aug 1993 | SWLGX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 12.02% | 43.45B | Jun 1999 | SWLGX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.54% | 14.43B | May 1997 | SWLGX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | 0.38% | 8.21B | — | SWLGX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.89% | 22.44B | Apr 1991 | SWLGX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 35 | 11.17% | 628.62M | Oct 2005 | SWLGX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 64 | 18.71% | 7.51B | May 1997 | SWLGX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.66% | 12.67B | Apr 2007 | SWLGX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 86 | 21.53% | 5.14B | Apr 2007 | SWLGX vs SFNNX |
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