Schwab Short-Term Bond Index Fund (SWSBX) Alternatives
Schwab Short-Term Bond Index Fund (SWSBX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWSBX. 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 SWSBX
SWSBX charges 0.06% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among SWSBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | SWSBX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | SWSBX vs VIITX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | SWSBX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | SWSBX vs VBISX | |
| DFA Short-Term Extended Quality Portfolio | 0.19% | Mar 4, 2009 | SWSBX vs DFEQX |
Best Risk-Adjusted Alternatives to SWSBX
Among mutual funds in the Short-Term Bond 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | SWSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | SWSBX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | SWSBX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | SWSBX vs DFAIX | |
| DFA Short-Term Extended Quality Portfolio | 99 | Mar 4, 2009 | SWSBX vs DFEQX |
Top Performing SWSBX Alternatives (YTD)
SWSBX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 5.39% | Apr 29, 2011 | SWSBX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.35% | Mar 20, 2017 | SWSBX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | SWSBX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | SWSBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 0.85% | Jul 5, 2016 | SWSBX vs DHEAX |
Lowest Volatility Alternatives to SWSBX
SWSBX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | SWSBX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | SWSBX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | SWSBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | SWSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | SWSBX vs DHEAX |
Lowest Drawdown Alternatives to SWSBX
SWSBX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | SWSBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | SWSBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | SWSBX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | SWSBX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | SWSBX vs STBFX |
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 S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 59 | -4.39% | May 19, 1997 | SWSBX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWSBX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 59 | -4.03% | Jun 1, 1999 | SWSBX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 75 | 1.04% | May 19, 1997 | SWSBX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.81% | Dec 20, 2017 | SWSBX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 43 | -0.33% | — | SWSBX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 58 | -4.19% | Apr 2, 1991 | SWSBX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 44 | -9.26% | Oct 3, 2005 | SWSBX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 64 | 0.90% | May 19, 1997 | SWSBX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 73 | 2.71% | Apr 2, 2007 | SWSBX vs SFLNX |
Often Compared With SWSBX
What investors most often compare with SWSBX, based on PortfoliosLab usage data.
Compare SWSBX with Any Fund or Stock
Compare SWSBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.