Schwab U.S. Large-Cap Value Index Fund (SWLVX) Alternatives
Schwab U.S. Large-Cap Value Index Fund (SWLVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWLVX. 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 SWLVX
SWLVX charges 0.04% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SWLVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SWLVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SWLVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SWLVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SWLVX vs VVIAX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SWLVX vs TILVX |
Best Risk-Adjusted Alternatives to SWLVX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SWLVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SWLVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SWLVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SWLVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SWLVX vs VALAX |
Top Performing SWLVX Alternatives (YTD)
SWLVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SWLVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SWLVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SWLVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SWLVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SWLVX vs HFCVX |
Lowest Volatility Alternatives to SWLVX
SWLVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SWLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SWLVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SWLVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SWLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SWLVX vs ACIIX |
Lowest Drawdown Alternatives to SWLVX
SWLVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SWLVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SWLVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SWLVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SWLVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SWLVX vs PSECX |
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 | SWLVX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWLVX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWLVX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWLVX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWLVX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWLVX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWLVX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWLVX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWLVX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWLVX vs SFLNX |
Often Compared With SWLVX
What investors most often compare with SWLVX, based on PortfoliosLab usage data.
Compare SWLVX with Any Fund or Stock
Compare SWLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.