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 25. There are 22 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	SWRSX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	SWRSX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	SWRSX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	80	1.19B	May 2005	SWRSX vs APOIX

Top Performing SWRSX Alternatives (YTD)

SWRSX is at 0.70% YTD. There are 24 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.31%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.31%	—	Jul 2011	SWRSX vs SEIAX
IPBAX	Allspring Real Return Fund	8.62%	—	Feb 2003	SWRSX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.04%	—	May 2021	SWRSX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	SWRSX vs VTAPX

Lowest Volatility Alternatives to SWRSX

SWRSX has 3.18% 1-year volatility. There are 24 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	SWRSX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	SWRSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	SWRSX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	SWRSX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	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 -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	SWRSX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	71.10B	Oct 2012	SWRSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	SWRSX vs VTSPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	SWRSX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	SWRSX vs EIRRX

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 $247B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	SWRSX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.74%	247.33B	Apr 1992	SWRSX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	63	9.82%	44.09B	Jun 1999	SWRSX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	11	-0.51%	4.75B	Dec 2017	SWRSX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	69	12.67%	14.81B	May 1997	SWRSX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	21	-0.73%	8.24B	—	SWRSX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	60	9.62%	22.19B	Apr 1991	SWRSX vs SNXFX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	96	17.37%	13.18B	Apr 2007	SWRSX vs SFLNX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	18	3.77%	598.86M	Oct 2005	SWRSX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	79	19.46%	7.55B	May 1997	SWRSX vs SWSSX

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	57	0.16%	—	Feb 2017	SWRSX vs SWSBX
TIP	iShares TIPS Bond ETF	Inflation-Protected Bonds	32	0.54%	14.60B	Dec 2003	SWRSX vs TIP
SWASX	Schwab Global Real Estate Fund™	REIT	55	12.73%	—	May 2007	SWRSX vs SWASX
VTIP	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	92	1.83%	71.10B	Oct 2012	SWRSX vs VTIP
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	84	19.85%	—	May 2011	SWRSX vs EAPCX
SWHYX	Schwab Opportunistic Municipal Bond Fund	Municipal Bonds	81	0.54%	—	Mar 2014	SWRSX vs SWHYX
TLT	iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	9	-3.49%	41.54B	Jul 2002	SWRSX vs TLT
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	96	1.94%	—	Jun 2011	SWRSX vs ANGLX
VBLIX	Vanguard Long-Term Bond Index Fund Institutional P...	Total Bond Market	6	-2.92%	—	Oct 2011	SWRSX vs VBLIX
TIHYX	TIAA-CREF High Yield Fund	High Yield Bonds	87	2.05%	—	Mar 2006	SWRSX vs TIHYX
PRXCX	T. Rowe Price California Tax Free Bond Fund	Municipal Bonds	89	0.72%	—	Sep 1986	SWRSX vs PRXCX
TIILX	TIAA-CREF Inflation-Linked Bond Fund	Inflation-Protected Bonds	40	1.12%	—	Sep 2002	SWRSX vs TIILX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	18	0.34%	—	—	SWRSX vs FIPEX
PRAIX	PIMCO Long-Term Real Return Fund	Inflation-Protected Bonds	3	-4.47%	—	Nov 2001	SWRSX vs PRAIX
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	14	-0.05%	—	Nov 2016	SWRSX vs PQTSX
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	68	-0.06%	—	Sep 1992	SWRSX vs SWNTX
VTP	Vanguard Total Inflation-Protected Securities ETF	Inflation-Protected Bonds	33	0.49%	159.00M	Jul 2025	SWRSX vs VTP
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	Inflation-Protected Bonds	14	1.47%	—	Apr 2007	SWRSX vs IBRIX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	20	0.56%	5.02B	Sep 2006	SWRSX vs DIPSX
JCPI	JPMorgan Inflation Managed Bond ETF	Inflation-Protected Bonds	40	0.75%	870.58M	Mar 2010	SWRSX vs JCPI

Compare SWRSX with Any Fund or Stock

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

Symbol name

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