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 243 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% | 4.51M | Sep 2025 | SWP vs GXLC | |
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.54B | Mar 2019 | SWP vs BBUS | |
| Schwab 1000 Index ETF | 0.03% | 5.68B | Oct 2017 | SWP vs SCHK | |
| Franklin U.S. Equity Index ETF | 0.03% | 1.98B | Jun 2016 | SWP vs USPX | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.55B | Oct 2000 | SWP vs SPTM |
Best Risk-Adjusted Alternatives to SWP
SWP has a PortfoliosLab risk / return rank of 51. There are 129 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco RAFI Strategic US ETF | 90 | 1.04B | Sep 2018 | SWP vs IUS | |
| Return Stacked US Stocks & Futures Yield ETF | 90 | — | May 2024 | SWP vs RSSY | |
| Mohr Company Nav ETF | 84 | — | Sep 2024 | SWP vs CNAV | |
| Longview Advantage ETF | 84 | 562.31M | Feb 2025 | SWP vs EBI | |
| Pacer Swan SOS Conservative (December) ETF | 84 | 46.99M | Dec 2020 | SWP vs PSCX |
Top Performing SWP Alternatives (YTD)
SWP is at 5.13% YTD. There are 190 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 46.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Mohr Company Nav ETF | 46.16% | — | Sep 2024 | SWP vs CNAV | |
| Aztlan North America Nearshoring Stock Selection E... | 43.75% | 33.11M | Nov 2023 | SWP vs NRSH | |
| iShares MSCI USA Momentum Factor ETF | 32.00% | 28.16B | Apr 2013 | SWP vs MTUM | |
| ARS Focused Opportunities Strategy ETF | 31.60% | 293.98M | Jun 2025 | SWP vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 29.90% | — | May 2024 | SWP vs RSSY |
Lowest Volatility Alternatives to SWP
SWP has 12.10% 1-year volatility. There are 67 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.38% | — | Jun 2025 | SWP vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 4.05% | — | Jun 2025 | SWP vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 4.51% | 457.76M | Jun 2020 | SWP vs DJUN | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.60% | 171.95M | Jun 2019 | SWP vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 5.09% | 369.81M | May 2020 | SWP vs DMAY |
Lowest Drawdown Alternatives to SWP
SWP has a 1-year max drawdown of -9.97%. There are 149 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 171.95M | Jun 2019 | SWP vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 457.76M | Jun 2020 | SWP vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 369.81M | May 2020 | SWP vs DMAY | |
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | SWP vs BDGS | |
| FT Cboe Vest U.S. Equity Buffer ETF - June | -4.13% | 1.89B | Jun 2020 | SWP vs FJUN |
Often Compared With SWP
Investors most often compare SWP with SCHB, TEXN, VTI. These 20 comparison targets span 9 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