SWRSX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SWRSX

SWRSX charges 0.05% annually. There are 2 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

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

Best Risk-Adjusted Alternatives to SWRSX

SWRSX has a PortfoliosLab risk / return rank of 33. There are 27 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	94	—	Oct 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	94	68.50B	Oct 2012	SWRSX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	93	—	Oct 2012	SWRSX vs VTIPX
IPBAX	Allspring Real Return Fund	92	—	Feb 2003	SWRSX vs IPBAX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	92	—	Jan 2022	SWRSX vs FSTZX

Top Performing SWRSX Alternatives (YTD)

SWRSX is at 1.72% YTD. There are 25 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 15.06%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	15.06%	—	Feb 2003	SWRSX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	7.96%	—	Jul 2011	SWRSX vs SEIAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.96%	—	May 2021	SWRSX vs DFAAX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	2.54%	—	Apr 2007	SWRSX vs IBRIX
VCTPX	VALIC Company I Inflation Protected Fund	2.23%	—	Dec 2004	SWRSX vs VCTPX

Lowest Volatility Alternatives to SWRSX

SWRSX has 3.26% 1-year volatility. There are 26 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.51%	—	Mar 2010	SWRSX vs EARRX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.52%	—	Oct 2012	SWRSX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.53%	—	Oct 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.53%	68.50B	Oct 2012	SWRSX vs VTAPX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.55%	—	Mar 2010	SWRSX vs EIRRX

Lowest Drawdown Alternatives to SWRSX

SWRSX has a 1-year max drawdown of -1.90%. There are 21 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	-0.70%	—	Jan 2022	SWRSX vs FSTZX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	SWRSX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	68.50B	Oct 2012	SWRSX vs VTAPX
APOIX	American Century Short Duration Inflation Protecti...	-0.76%	1.19B	May 2005	SWRSX vs APOIX

Other Mutual Funds from Charles Schwab

The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $249B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	74	11.52%	145.00B	May 1997	SWRSX vs SWPPX
SWVXX	Schwab Value Advantage Money Fund	Money Market	—	1.45%	248.87B	Aug 1993	SWRSX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	71	11.78%	43.45B	Jun 1999	SWRSX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	33	9.01%	5.10B	Dec 2017	SWRSX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.16%	14.43B	May 1997	SWRSX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	19	0.38%	8.21B	—	SWRSX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.62%	22.44B	Apr 1991	SWRSX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	36	11.08%	628.62M	Oct 2005	SWRSX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	61	17.63%	7.51B	May 1997	SWRSX vs SWSSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.13%	12.67B	Apr 2007	SWRSX vs SFLNX

Often Compared With SWRSX

Investors most often compare SWRSX with SWSBX, TIP, SWASX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	39	0.34%	—	Feb 2017	SWRSX vs SWSBX
TIP	iShares TIPS Bond ETF	Inflation-Protected Bonds	44	1.73%	15.09B	Dec 2003	SWRSX vs TIP
SWASX	Schwab Global Real Estate Fund™	REIT	14	6.34%	—	May 2007	SWRSX vs SWASX
VTIP	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	93	2.05%	68.50B	Oct 2012	SWRSX vs VTIP
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	90	21.68%	—	May 2011	SWRSX vs EAPCX
SWHYX	Schwab Opportunistic Municipal Bond Fund	Municipal Bonds	64	1.62%	—	Mar 2014	SWRSX vs SWHYX
TLT	iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	16	0.13%	42.90B	Jul 2002	SWRSX vs TLT
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	94	1.73%	—	Jun 2011	SWRSX vs ANGLX
VBLIX	Vanguard Long-Term Bond Index Fund Institutional P...	Total Bond Market	9	0.27%	—	Oct 2011	SWRSX vs VBLIX
TIHYX	TIAA-CREF High Yield Fund	High Yield Bonds	89	2.41%	—	Mar 2006	SWRSX vs TIHYX
PRXCX	T. Rowe Price California Tax Free Bond Fund	Municipal Bonds	76	2.04%	—	Sep 1986	SWRSX vs PRXCX
TIILX	TIAA-CREF Inflation-Linked Bond Fund	Inflation-Protected Bonds	54	1.67%	—	Sep 2002	SWRSX vs TIILX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	35	1.47%	—	—	SWRSX vs FIPEX
VTP	Vanguard Total Inflation-Protected Securities ETF	Inflation-Protected Bonds	—	1.70%	122.80M	Jul 2025	SWRSX vs VTP
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	28	1.83%	—	Nov 2016	SWRSX vs PQTSX
JCPI	JPMorgan Inflation Managed Bond ETF	Inflation-Protected Bonds	57	1.72%	845.15M	Mar 2010	SWRSX vs JCPI
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	65	1.14%	—	Sep 1992	SWRSX vs SWNTX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	17	1.80%	—	Sep 2006	SWRSX vs DIPSX
PRAIX	PIMCO Long-Term Real Return Fund	Inflation-Protected Bonds	7	0.50%	—	Nov 2001	SWRSX vs PRAIX
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	47	1.76%	15.71B	Aug 2010	SWRSX vs SCHP

Compare SWRSX with Any Fund or Stock

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

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Diversifiers

Pair SWRSX with funds that move differently

Schwab Treasury Inflation Protected Securities Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWRSX.

Explore SWRSX Diversifiers

Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) Alternatives