SWP Growth & Income ETF (SWP) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SWP. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWP
SWP charges 0.99% annually. There are 235 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.89B | Mar 2019 | SWP vs BBUS | |
| Global X U.S. 500 ETF | 0.02% | 4.50M | Sep 2025 | SWP vs GXLC | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 94.34B | Jan 2004 | SWP vs ITOT | |
| Franklin U.S. Equity Index ETF | 0.03% | 2.00B | Jun 2016 | SWP vs USPX | |
| Schwab 1000 Index ETF | 0.03% | 5.72B | Oct 2017 | SWP vs SCHK |
Best Risk-Adjusted Alternatives to SWP
SWP has a PortfoliosLab risk / return rank of 49. There are 142 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Avantis Inflation Focused Equity ETF | 96 | 12.36M | Sep 2022 | SWP vs AVIE | |
| Invesco RAFI Strategic US ETF | 96 | 927.09M | Sep 2018 | SWP vs IUS | |
| ARS Focused Opportunities Strategy ETF | 94 | 293.98M | Jun 2025 | SWP vs AFOS | |
| PIMCO RAFI ESG U.S. ETF | 93 | 160.47M | Dec 2019 | SWP vs RAFE | |
| Essential 40 Stock ETF | 93 | 180.66M | Jun 2014 | SWP vs ESN |
Top Performing SWP Alternatives (YTD)
SWP is at 6.88% YTD. There are 193 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 33.68% | 33.11M | Nov 2023 | SWP vs NRSH | |
| Return Stacked US Stocks & Futures Yield ETF | 29.79% | — | May 2024 | SWP vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 27.82% | 293.98M | Jun 2025 | SWP vs AFOS | |
| Mohr Company Nav ETF | 24.51% | — | Sep 2024 | SWP vs CNAV | |
| First Trust Bloomberg Inflation Sensitive Equity E... | 24.04% | 5.62M | Mar 2023 | SWP vs FTIF |
Lowest Volatility Alternatives to SWP
SWP has 12.28% 1-year volatility. There are 46 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 7.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Azoria 500 Meritocracy ETF | 7.57% | — | Jul 2025 | SWP vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | 9.05% | 402.23M | May 2020 | SWP vs SIXA | |
| Liberty One Spectrum ETF | 9.38% | 65.78M | Sep 2025 | SWP vs SPCT | |
| ALPS Equal Sector Weight ETF | 9.50% | 744.97M | Jul 2009 | SWP vs EQL | |
| T. Rowe Price Dividend Growth ETF | 9.74% | 1.42B | Aug 2020 | SWP vs TDVG |
Lowest Drawdown Alternatives to SWP
SWP has a 1-year max drawdown of -9.97%. There are 135 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -4.97%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Avantis Inflation Focused Equity ETF | -4.97% | 12.36M | Sep 2022 | SWP vs AVIE | |
| Azoria 500 Meritocracy ETF | -5.08% | — | Jul 2025 | SWP vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | -5.59% | 402.23M | May 2020 | SWP vs SIXA | |
| Invesco RAFI Strategic US ETF | -6.15% | 927.09M | Sep 2018 | SWP vs IUS | |
| ALPS Equal Sector Weight ETF | -6.19% | 744.97M | Jul 2009 | SWP vs EQL |
Often Compared With SWP
Investors most often compare SWP with PSCX, SCHB, DBO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SWP with Any Fund or Stock
Compare SWP with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWP with funds that move differently
SWP Growth & Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWP.
Explore SWP Diversifiers