Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) Alternatives

Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWRSX. 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 SWRSX

SWRSX charges 0.05% annually. Among mutual funds in the Inflation-Protected Bonds category, these options have the lowest expense ratios among SWRSX alternatives.

Symbol	Name	Expense Ratio	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	Dec 13, 2006	SWRSX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	Oct 17, 2012	SWRSX vs VTSPX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	Aug 16, 2024	SWRSX vs FSPWX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	Nov 4, 2025	SWRSX vs FFNYX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	May 16, 2012	SWRSX vs FIPDX

Best Risk-Adjusted Alternatives to SWRSX

Among mutual funds in the Inflation-Protected Bonds 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
IPBAX	Allspring Real Return Fund	97	Feb 27, 2003	SWRSX vs IPBAX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	96	Sep 28, 2006	SWRSX vs TRBFX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	96	Oct 17, 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	96	Oct 16, 2012	SWRSX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	95	Oct 16, 2012	SWRSX vs VTIPX

Top Performing SWRSX Alternatives (YTD)

SWRSX alternatives from the Inflation-Protected Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
IPBAX	Allspring Real Return Fund	11.78%	Feb 27, 2003	SWRSX vs IPBAX
SEIAX	SEI Institutional Investments Trust Multi-Asset Re...	9.31%	Jul 28, 2011	SWRSX vs SEIAX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	1.02%	Jan 17, 2022	SWRSX vs FSTZX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	0.97%	Oct 16, 2012	SWRSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.97%	Oct 17, 2012	SWRSX vs VTSPX

Lowest Volatility Alternatives to SWRSX

SWRSX alternatives from the Inflation-Protected Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.78%	Oct 17, 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.79%	Oct 16, 2012	SWRSX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	Oct 16, 2012	SWRSX vs VTIPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.87%	Mar 31, 2010	SWRSX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.96%	Mar 31, 2010	SWRSX vs EIRRX

Lowest Drawdown Alternatives to SWRSX

SWRSX alternatives from the Inflation-Protected Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.92%	Oct 16, 2012	SWRSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.92%	Oct 17, 2012	SWRSX vs VTSPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.95%	Oct 16, 2012	SWRSX vs VTIPX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	-1.03%	Jan 17, 2022	SWRSX vs FSTZX
BIIPX	iShares Short-Term TIPS Bond Index Fund	-1.12%	Feb 15, 2016	SWRSX vs BIIPX

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
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	SWRSX vs SWPPX
SWVXX	Schwab Value Advantage Money Fund	Money Market	—	0.57%	Aug 27, 1993	SWRSX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	45	-6.77%	Jun 1, 1999	SWRSX vs SWTSX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	62	-1.95%	May 19, 1997	SWRSX vs SWISX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	28	-13.06%	Dec 20, 2017	SWRSX vs SWLGX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	55	-0.44%	—	SWRSX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	44	-6.94%	Apr 2, 1991	SWRSX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	30	-12.73%	Oct 3, 2005	SWRSX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	50	-2.49%	May 19, 1997	SWRSX vs SWSSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	67	0.72%	Apr 2, 2007	SWRSX vs SFLNX

Often Compared With SWRSX

What investors most often compare with SWRSX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	90	-0.27%	Feb 23, 2017	SWRSX vs SWSBX
TIP	iShares TIPS Bond ETF	Inflation-Protected Bonds	40	0.41%	Dec 4, 2003	SWRSX vs TIP
SWASX	Schwab Global Real Estate Fund™	REIT	33	-0.59%	May 30, 2007	SWRSX vs SWASX
VTIP	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	94	0.99%	Oct 12, 2012	SWRSX vs VTIP
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	94	16.34%	May 25, 2011	SWRSX vs EAPCX
TLT	iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	12	0.17%	Jul 22, 2002	SWRSX vs TLT
SWHYX	Schwab Opportunistic Municipal Bond Fund	Municipal Bonds	29	-0.44%	Mar 30, 2014	SWRSX vs SWHYX
VBLIX	Vanguard Long-Term Bond Index Fund Institutional P...	Total Bond Market	13	-1.15%	Oct 6, 2011	SWRSX vs VBLIX
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	97	0.41%	Jun 27, 2011	SWRSX vs ANGLX
TIHYX	TIAA-CREF High Yield Fund	High Yield Bonds	86	-1.30%	Mar 31, 2006	SWRSX vs TIHYX
PRXCX	T. Rowe Price California Tax Free Bond Fund	Municipal Bonds	62	-0.18%	Sep 14, 1986	SWRSX vs PRXCX
VTP	Vanguard Total Inflation-Protected Securities ETF	Inflation-Protected Bonds	—	0.38%	Jul 7, 2025	SWRSX vs VTP
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	42	0.45%	Aug 5, 2010	SWRSX vs SCHP
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	52	-0.62%	Sep 10, 1992	SWRSX vs SWNTX
TIILX	TIAA-CREF Inflation-Linked Bond Fund	Inflation-Protected Bonds	75	0.56%	Sep 30, 2002	SWRSX vs TIILX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	22	0.36%	Sep 17, 2006	SWRSX vs DIPSX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	35	0.28%	Feb 9, 1997	SWRSX vs ACITX
JCPI	JPMorgan Inflation Managed Bond ETF	Inflation-Protected Bonds	62	0.70%	Mar 31, 2010	SWRSX vs JCPI
ANBIX	AB Bond Inflation Strategy	Inflation-Protected Bonds	85	0.47%	Jan 25, 2010	SWRSX vs ANBIX
DFAAX	DFA Global Core Plus Real Return Portfolio	Inflation-Protected Bonds	28	-0.28%	May 5, 2021	SWRSX vs DFAAX

Compare SWRSX with Any Fund or Stock

Compare SWRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Schwab Treasury Inflation Protected Securities Index Fund

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