Schwab S&P 500 Index Fund (SWPPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SWPPX
SWPPX charges 0.02% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SWPPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SWPPX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | SWPPX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | SWPPX vs SSEYX |
Best Risk-Adjusted Alternatives to SWPPX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SWPPX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SWPPX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SWPPX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SWPPX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SWPPX vs DHAMX |
Top Performing SWPPX Alternatives (YTD)
SWPPX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SWPPX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SWPPX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SWPPX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SWPPX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SWPPX vs RCKSX |
Lowest Volatility Alternatives to SWPPX
SWPPX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SWPPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SWPPX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SWPPX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SWPPX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SWPPX vs QUERX |
Lowest Drawdown Alternatives to SWPPX
SWPPX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SWPPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SWPPX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SWPPX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SWPPX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SWPPX vs GQEIX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWPPX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWPPX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWPPX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWPPX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWPPX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWPPX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWPPX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWPPX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWPPX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | SWPPX vs SFNNX |
Often Compared With SWPPX
What investors most often compare with SWPPX, 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.