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 233 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.61B | Oct 2000 | SWP vs SPTM | |
| Franklin U.S. Equity Index ETF | 0.03% | 1.95B | Jun 2016 | SWP vs USPX | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.63B | Nov 2009 | SWP vs SCHX | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.31B | Nov 2009 | SWP vs SCHB | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.42B | Jan 2004 | SWP vs ITOT |
Best Risk-Adjusted Alternatives to SWP
SWP has a PortfoliosLab risk / return rank of 60. There are 101 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | SWP vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 860.84M | Sep 2018 | SWP vs IUS | |
| Blackrock Large Cap Core ETF | 87 | 6.04B | Oct 2023 | SWP vs BLCR | |
| Mohr Company Nav ETF | 87 | — | Sep 2024 | SWP vs CNAV | |
| Pacer Swan SOS Conservative (December) ETF | 85 | 47.28M | Dec 2020 | SWP vs PSCX |
Top Performing SWP Alternatives (YTD)
SWP is at 6.98% YTD. There are 170 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 47.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 47.92% | 20.80M | Nov 2023 | SWP vs NRSH | |
| Mohr Company Nav ETF | 47.26% | — | Sep 2024 | SWP vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.45% | — | May 2024 | SWP vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 32.04% | 194.17M | Jun 2025 | SWP vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 31.75% | 26.66B | Apr 2013 | SWP vs MTUM |
Lowest Volatility Alternatives to SWP
SWP has 11.91% 1-year volatility. There are 84 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.37% | — | Jun 2025 | SWP vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 3.98% | — | Jun 2025 | SWP vs BUFX | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.25% | 78.22M | Jun 2019 | SWP vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.73% | 354.49M | May 2020 | SWP vs DMAY | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 5.04% | 320.45M | Jun 2020 | SWP vs DJUN |
Lowest Drawdown Alternatives to SWP
SWP has a 1-year max drawdown of -9.97%. There are 138 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% | 78.22M | Jun 2019 | SWP vs UJUN | |
| Calvert US Select Equity ETF | -3.08% | 25.16M | Jan 2023 | SWP vs CVSE | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 320.45M | Jun 2020 | SWP vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 354.49M | May 2020 | SWP vs DMAY | |
| Siren DIVCON Dividend Defender ETF | -3.44% | 8.98M | Jan 2016 | SWP vs DFND |
Often Compared With SWP
Investors most often compare SWP with IBIC, DBO, UNOV. These 19 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