SWSBX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SWSBX

SWSBX charges 0.06% annually. There are 3 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	SWSBX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	SWSBX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	SWSBX vs FUMBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	SWSBX vs VSCSX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	SWSBX vs VBIRX

Best Risk-Adjusted Alternatives to SWSBX

SWSBX has a PortfoliosLab risk / return rank of 28. There are 119 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	SWSBX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	SWSBX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	SWSBX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	SWSBX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	SWSBX vs DLDFX

Top Performing SWSBX Alternatives (YTD)

SWSBX is at 0.16% YTD. There are 117 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	7.99%	—	Apr 2011	SWSBX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.90%	—	Jul 2005	SWSBX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	SWSBX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	SWSBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	2.33%	—	Jul 2016	SWSBX vs DHEAX

Lowest Volatility Alternatives to SWSBX

SWSBX has 2.12% 1-year volatility. There are 92 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.73%	—	Jun 1996	SWSBX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	SWSBX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.04%	—	Jul 2016	SWSBX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.09%	—	Jul 2016	SWSBX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.14%	—	Mar 2009	SWSBX vs DFEQX

Lowest Drawdown Alternatives to SWSBX

SWSBX has a 1-year max drawdown of -1.54%. There are 96 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	SWSBX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	SWSBX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	SWSBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	SWSBX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	SWSBX vs DHEIX

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	75	11.74%	144.34B	May 1997	SWSBX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.74%	247.33B	Apr 1992	SWSBX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	74	12.14%	44.09B	Jun 1999	SWSBX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	17	2.45%	4.75B	Dec 2017	SWSBX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	61	12.43%	14.81B	May 1997	SWSBX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	9	-0.84%	8.24B	—	SWSBX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	73	11.96%	22.19B	Apr 1991	SWSBX vs SNXFX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	97	18.46%	13.18B	Apr 2007	SWSBX vs SFLNX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	25	7.21%	598.86M	Oct 2005	SWSBX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	84	20.94%	7.55B	May 1997	SWSBX vs SWSSX

Often Compared With SWSBX

Investors most often compare SWSBX with SGOV, SWRSX, BNDW. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	2.14%	99.95B	May 2020	SWSBX vs SGOV
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	16	0.60%	—	Mar 2006	SWSBX vs SWRSX
BNDW	Vanguard Total World Bond ETF	Global Bonds	21	0.50%	1.90B	Sep 2018	SWSBX vs BNDW
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	66	0.79%	—	Feb 2012	SWSBX vs GSSRX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	55	0.83%	—	Nov 1993	SWSBX vs LALDX
FZOMX	Fidelity SAI Short-Term Bond Fund	Short-Term Bond	66	0.94%	—	Oct 2020	SWSBX vs FZOMX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	Large Cap Growth Equities	93	21.86%	96.10B	Nov 1984	SWSBX vs VPMCX
LLDYX	Lord Abbett Short Duration Income Fund	Total Bond Market	65	0.93%	—	Oct 2004	SWSBX vs LLDYX
SPHY	SPDR Portfolio High Yield Bond ETF	High Yield Bonds	65	2.44%	11.60B	Jun 2012	SWSBX vs SPHY
PTSHX	PIMCO Short Term Fund	Ultrashort Bond	99	2.39%	—	Oct 1987	SWSBX vs PTSHX
VGIT	Vanguard Intermediate-Term Treasury ETF	Government Bonds	19	-0.30%	50.40B	Nov 2009	SWSBX vs VGIT
GUSTX	GMO U.S. Treasury Fund	Government Bonds	99	1.59%	—	Mar 2009	SWSBX vs GUSTX
SCHO	Schwab Short-Term U.S. Treasury ETF	Government Bonds, Short-Term Bond	84	0.92%	12.86B	Aug 2010	SWSBX vs SCHO
HOSBX	Homestead Funds Short Term Bond Fund	Short-Term Bond	24	0.04%	—	Nov 1991	SWSBX vs HOSBX
FMFIX	RBB Free Market Fixed Income Fund	Short-Term Bond	60	1.05%	—	Dec 2007	SWSBX vs FMFIX
DTRIX	Delaware Limited-Term Diversified Income Fund	Short-Term Bond	59	0.68%	—	Nov 1985	SWSBX vs DTRIX
RFBSX	Russell Investments Short Duration Bond Fund	Short-Term Bond	86	1.10%	—	Oct 1981	SWSBX vs RFBSX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	25	0.10%	—	Mar 1994	SWSBX vs VBISX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	93	2.33%	—	Nov 2003	SWSBX vs SNSAX
ASBAX	American Funds Short-Term Bond Fund of America	Short-Term Bond	48	0.24%	—	Oct 2006	SWSBX vs ASBAX

Compare SWSBX with Any Fund or Stock

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

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Diversifiers

Pair SWSBX with funds that move differently

Schwab Short-Term Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWSBX.

Explore SWSBX Diversifiers

Schwab Short-Term Bond Index Fund (SWSBX) Alternatives