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 237 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Global X U.S. 500 ETF | 0.02% | 4.56M | Sep 2025 | SWP vs GXLC | |
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.68B | Mar 2019 | SWP vs BBUS | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.66B | Nov 2009 | SWP vs SCHB | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 95.15B | Jan 2004 | SWP vs ITOT | |
| Franklin U.S. Equity Index ETF | 0.03% | 2.01B | Jun 2016 | SWP vs USPX |
Best Risk-Adjusted Alternatives to SWP
SWP has a PortfoliosLab risk / return rank of 48. There are 139 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARS Focused Opportunities Strategy ETF | 95 | 293.98M | Jun 2025 | SWP vs AFOS | |
| Invesco RAFI Strategic US ETF | 94 | 894.46M | Sep 2018 | SWP vs IUS | |
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | SWP vs RSSY | |
| Avantis Inflation Focused Equity ETF | 92 | 10.66M | Sep 2022 | SWP vs AVIE | |
| PIMCO RAFI ESG U.S. ETF | 89 | 160.47M | Dec 2019 | SWP vs RAFE |
Top Performing SWP Alternatives (YTD)
SWP is at 6.24% YTD. There are 199 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 40.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 40.20% | 33.11M | Nov 2023 | SWP vs NRSH | |
| Mohr Company Nav ETF | 35.88% | — | Sep 2024 | SWP vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 31.93% | — | May 2024 | SWP vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 29.03% | 293.98M | Jun 2025 | SWP vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 25.95% | 27.36B | Apr 2013 | SWP vs MTUM |
Lowest Volatility Alternatives to SWP
SWP has 12.10% 1-year volatility. There are 54 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 6.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | 6.37% | 42.09M | May 2023 | SWP vs BDGS | |
| Azoria 500 Meritocracy ETF | 7.68% | — | Jul 2025 | SWP vs SPXM | |
| iShares MSCI USA Min Vol Factor ETF | 8.48% | 23.36B | Oct 2011 | SWP vs USMV | |
| 6 Meridian Mega Cap Equity ETF | 8.87% | 402.23M | May 2020 | SWP vs SIXA | |
| SEI Enhanced Low Volatility US Large Cap ETF | 9.26% | 168.13M | May 2022 | SWP vs SELV |
Lowest Drawdown Alternatives to SWP
SWP has a 1-year max drawdown of -9.97%. There are 142 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -4.03%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | SWP vs BDGS | |
| Avantis Inflation Focused Equity ETF | -4.97% | 10.66M | 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 | |
| SEI Enhanced Low Volatility US Large Cap ETF | -5.92% | 168.13M | May 2022 | SWP vs SELV |
Often Compared With SWP
Investors most often compare SWP with TEXN, DBO, PSCX. These 20 comparison targets span 6 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