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 2 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
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	SWSBX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	SWSBX vs VBISX
DFEQX	DFA Short-Term Extended Quality Portfolio	0.19%	—	Mar 2009	SWSBX vs DFEQX

Best Risk-Adjusted Alternatives to SWSBX

SWSBX has a PortfoliosLab risk / return rank of 38. There are 114 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	SWSBX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	SWSBX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	SWSBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	SWSBX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	SWSBX vs DBLSX

Top Performing SWSBX Alternatives (YTD)

SWSBX is at 0.34% YTD. There are 110 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	SWSBX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	SWSBX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	SWSBX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	SWSBX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	SWSBX vs BATAX

Lowest Volatility Alternatives to SWSBX

SWSBX has 2.23% 1-year volatility. There are 92 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	SWSBX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	SWSBX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	SWSBX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	SWSBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	SWSBX vs DHEAX

Lowest Drawdown Alternatives to SWSBX

SWSBX has a 1-year max drawdown of -1.54%. There are 93 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	SWSBX vs HOBEX

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	73	11.69%	145.00B	May 1997	SWSBX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.45%	248.87B	Apr 1992	SWSBX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	71	12.02%	43.45B	Jun 1999	SWSBX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	32	8.61%	5.10B	Dec 2017	SWSBX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.54%	14.43B	May 1997	SWSBX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	21	0.38%	8.21B	—	SWSBX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.89%	22.44B	Apr 1991	SWSBX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	35	11.17%	628.62M	Oct 2005	SWSBX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	64	18.71%	7.51B	May 1997	SWSBX vs SWSSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.66%	12.67B	Apr 2007	SWSBX vs SFLNX

Often Compared With SWSBX

Investors most often compare SWSBX with SGOV, SWRSX, BNDW. These 20 comparison targets span 9 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	1.51%	91.90B	May 2020	SWSBX vs SGOV
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	37	1.72%	—	Mar 2006	SWSBX vs SWRSX
BNDW	Vanguard Total World Bond ETF	Global Bonds	27	0.42%	1.60B	Sep 2018	SWSBX vs BNDW
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	69	0.83%	—	Feb 2012	SWSBX vs GSSRX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	67	0.96%	—	Nov 1993	SWSBX vs LALDX
FZOMX	Fidelity SAI Short-Term Bond Fund	Short-Term Bond	72	0.93%	—	Oct 2020	SWSBX vs FZOMX
SPHY	SPDR Portfolio High Yield Bond ETF	High Yield Bonds	62	1.54%	11.07B	Jun 2012	SWSBX vs SPHY
VPMCX	Vanguard PRIMECAP Fund Investor Shares	Large Cap Growth Equities	94	25.40%	82.00B	Nov 1984	SWSBX vs VPMCX
LLDYX	Lord Abbett Short Duration Income Fund	Total Bond Market	69	0.78%	—	Oct 2004	SWSBX vs LLDYX
PTSHX	PIMCO Short Term Fund	Ultrashort Bond	99	1.92%	—	Oct 1987	SWSBX vs PTSHX
VGIT	Vanguard Intermediate-Term Treasury ETF	Government Bonds	27	-0.46%	48.60B	Nov 2009	SWSBX vs VGIT
GUSTX	GMO U.S. Treasury Fund	Government Bonds	99	1.46%	—	Mar 2009	SWSBX vs GUSTX
SCHO	Schwab Short-Term U.S. Treasury ETF	Government Bonds, Short-Term Bond	81	0.42%	13.24B	Aug 2010	SWSBX vs SCHO
FMFIX	RBB Free Market Fixed Income Fund	Short-Term Bond	70	1.00%	—	Dec 2007	SWSBX vs FMFIX
HOSBX	Homestead Funds Short Term Bond Fund	Short-Term Bond	40	0.34%	—	Nov 1991	SWSBX vs HOSBX
DTRIX	Delaware Limited-Term Diversified Income Fund	Short-Term Bond	72	0.73%	—	Nov 1985	SWSBX vs DTRIX
RFBSX	Russell Investments Short Duration Bond Fund	Short-Term Bond	89	0.72%	—	Oct 1981	SWSBX vs RFBSX
JMSIX	JPMorgan Income Fund	Multisector Bonds	80	1.35%	—	Jun 2014	SWSBX vs JMSIX
JPIE	JPMorgan Income ETF	Multisector Bonds	93	1.43%	9.10B	Oct 2021	SWSBX vs JPIE
ASBAX	American Funds Short-Term Bond Fund of America	Short-Term Bond	47	0.35%	—	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