Schwab S&P 500 Index Fund (SWPPX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWPPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWPPX
SWPPX charges 0.02% annually. There are 4 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SWPPX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SWPPX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SWPPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SWPPX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SWPPX vs SSSYX |
Best Risk-Adjusted Alternatives to SWPPX
SWPPX has a PortfoliosLab risk / return rank of 65. There are 108 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SWPPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SWPPX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SWPPX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SWPPX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SWPPX vs IGIAX |
Top Performing SWPPX Alternatives (YTD)
SWPPX is at 9.75% YTD. There are 151 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SWPPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SWPPX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SWPPX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SWPPX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SWPPX vs FLVCX |
Lowest Volatility Alternatives to SWPPX
SWPPX has 12.53% 1-year volatility. There are 151 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SWPPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SWPPX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SWPPX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SWPPX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SWPPX vs FSUVX |
Lowest Drawdown Alternatives to SWPPX
SWPPX has a 1-year max drawdown of -8.89%. There are 129 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SWPPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SWPPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SWPPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SWPPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SWPPX vs QUERX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWVXX, SWTSX, SWLGX and span 7 categories. AUM among these funds goes as high as $248B.
Often Compared With SWPPX
Investors most often compare SWPPX with VOO, SCHX, SCHD. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SWPPX with Any Fund or Stock
Compare SWPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWPPX with funds that move differently
Schwab S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWPPX.
Explore SWPPX Diversifiers