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
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	SWRSX vs FSPWX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	SWRSX vs FFNYX

Best Risk-Adjusted Alternatives to SWRSX

SWRSX has a PortfoliosLab risk / return rank of 25. There are 24 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	90	—	Oct 2012	SWRSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	90	70.50B	Oct 2012	SWRSX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	90	—	Oct 2012	SWRSX vs VTIPX
IPBAX	Allspring Real Return Fund	82	—	Feb 2003	SWRSX vs IPBAX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	81	—	Dec 2006	SWRSX vs RRPAX

Top Performing SWRSX Alternatives (YTD)

SWRSX is at 1.00% YTD. There are 26 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 11.21%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	11.21%	—	Feb 2003	SWRSX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	6.75%	—	Jul 2011	SWRSX vs SEIAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.46%	—	May 2021	SWRSX vs DFAAX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	1.80%	—	Apr 2007	SWRSX vs IBRIX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.75%	—	Oct 2012	SWRSX vs VTSPX

Lowest Volatility Alternatives to SWRSX

SWRSX has 3.24% 1-year volatility. There are 25 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.57%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	—	Oct 2012	SWRSX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.59%	70.50B	Oct 2012	SWRSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.59%	—	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...	1.65%	—	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%	70.50B	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 $248B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	11.35%	145.69B	May 1997	SWRSX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.74%	247.96B	Apr 1992	SWRSX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	63	11.84%	44.59B	Jun 1999	SWRSX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	19	5.08%	4.94B	Dec 2017	SWRSX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	35	10.45%	14.63B	May 1997	SWRSX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	19	0.06%	8.31B	—	SWRSX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	61	11.62%	22.48B	Apr 1991	SWRSX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	28	9.59%	626.43M	Oct 2005	SWRSX vs SWLSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	16.34%	12.97B	Apr 2007	SWRSX vs SFLNX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	65	20.72%	7.67B	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	45	0.37%	—	Feb 2017	SWRSX vs SWSBX
TIP	iShares TIPS Bond ETF	Inflation-Protected Bonds	32	0.80%	14.47B	Dec 2003	SWRSX vs TIP
SWASX	Schwab Global Real Estate Fund™	REIT	29	9.70%	—	May 2007	SWRSX vs SWASX
VTIP	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	91	1.73%	70.50B	Oct 2012	SWRSX vs VTIP
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	73	16.79%	—	May 2011	SWRSX vs EAPCX
SWHYX	Schwab Opportunistic Municipal Bond Fund	Municipal Bonds	83	2.26%	—	Mar 2014	SWRSX vs SWHYX
TLT	iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	13	-1.48%	42.18B	Jul 2002	SWRSX vs TLT
ANGLX	Angel Oak Multi-Strategy Income Fund	Multisector Bonds	96	2.40%	—	Jun 2011	SWRSX vs ANGLX
VBLIX	Vanguard Long-Term Bond Index Fund Institutional P...	Total Bond Market	7	-0.88%	—	Oct 2011	SWRSX vs VBLIX
TIHYX	TIAA-CREF High Yield Fund	High Yield Bonds	86	2.74%	—	Mar 2006	SWRSX vs TIHYX
PRXCX	T. Rowe Price California Tax Free Bond Fund	Municipal Bonds	90	2.42%	—	Sep 1986	SWRSX vs PRXCX
TIILX	TIAA-CREF Inflation-Linked Bond Fund	Inflation-Protected Bonds	41	1.22%	—	Sep 2002	SWRSX vs TIILX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	23	0.69%	—	—	SWRSX vs FIPEX
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	18	0.82%	—	Nov 2016	SWRSX vs PQTSX
PRAIX	PIMCO Long-Term Real Return Fund	Inflation-Protected Bonds	4	-1.77%	—	Nov 2001	SWRSX vs PRAIX
VTP	Vanguard Total Inflation-Protected Securities ETF	Inflation-Protected Bonds	35	0.82%	148.10M	Jul 2025	SWRSX vs VTP
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	71	1.43%	—	Sep 1992	SWRSX vs SWNTX
JCPI	JPMorgan Inflation Managed Bond ETF	Inflation-Protected Bonds	44	1.05%	850.84M	Mar 2010	SWRSX vs JCPI
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	23	1.02%	5.08B	Sep 2006	SWRSX vs DIPSX
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	35	0.89%	16.50B	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