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 a closer substitute for your current allocation.
Cheapest Alternatives to SWLVX
SWLVX charges 0.04% annually. There are 2 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SWLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SWLVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SWLVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | SWLVX vs VVIAX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | SWLVX vs TILVX |
Best Risk-Adjusted Alternatives to SWLVX
SWLVX has a PortfoliosLab risk / return rank of 94. There are 45 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | SWLVX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | SWLVX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | SWLVX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | SWLVX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | SWLVX vs MALVX |
Top Performing SWLVX Alternatives (YTD)
SWLVX is at 20.05% YTD. There are 34 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | SWLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | SWLVX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | SWLVX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | SWLVX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | SWLVX vs YAFFX |
Lowest Volatility Alternatives to SWLVX
SWLVX has 11.42% 1-year volatility. There are 163 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SWLVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | SWLVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SWLVX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | SWLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | SWLVX vs ACIIX |
Lowest Drawdown Alternatives to SWLVX
SWLVX has a 1-year max drawdown of -6.82%. There are 99 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SWLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SWLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SWLVX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | SWLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SWLVX vs SVAIX |
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 $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 63 | 9.35% | 144.34B | May 1997 | SWLVX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SWLVX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 9.82% | 44.09B | Jun 1999 | SWLVX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.51% | 4.75B | Dec 2017 | SWLVX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 69 | 12.67% | 14.81B | May 1997 | SWLVX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.73% | 8.24B | — | SWLVX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 60 | 9.62% | 22.19B | Apr 1991 | SWLVX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 96 | 17.37% | 13.18B | Apr 2007 | SWLVX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 18 | 3.77% | 598.86M | Oct 2005 | SWLVX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 79 | 19.46% | 7.55B | May 1997 | SWLVX vs SWSSX |
Often Compared With SWLVX
Investors most often compare SWLVX with SCHD, VRNIX, FIOOX. These 20 comparison targets span 6 categories, 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.
Pair SWLVX with funds that move differently
Schwab U.S. Large-Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWLVX.
Explore SWLVX Diversifiers