Schwab Small-Cap Equity Fund™ (SWSCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWSCX
SWSCX charges 1.08% annually. There are 105 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SWSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SWSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | SWSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SWSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | SWSCX vs VSMAX |
Best Risk-Adjusted Alternatives to SWSCX
SWSCX has a PortfoliosLab risk / return rank of 35. There are 136 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | SWSCX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | SWSCX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SWSCX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | SWSCX vs WESCX | |
| Royce Micro Cap Series Fund | 89 | — | Dec 1991 | SWSCX vs RYOTX |
Top Performing SWSCX Alternatives (YTD)
SWSCX is at 18.95% YTD. There are 29 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | SWSCX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | SWSCX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | SWSCX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | SWSCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | SWSCX vs MOPIX |
Lowest Volatility Alternatives to SWSCX
SWSCX has 20.92% 1-year volatility. There are 165 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | SWSCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | SWSCX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | SWSCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | SWSCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | SWSCX vs BOSOX |
Lowest Drawdown Alternatives to SWSCX
SWSCX has a 1-year max drawdown of -12.75%. There are 154 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SWSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SWSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | SWSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SWSCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SWSCX vs BIAUX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 7 categories. AUM among these funds goes as high as $249B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 73 | 11.69% | 145.00B | May 1997 | SWSCX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 1.45% | 248.87B | Aug 1993 | SWSCX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 12.02% | 43.45B | Jun 1999 | SWSCX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.61% | 5.10B | Dec 2017 | SWSCX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.54% | 14.43B | May 1997 | SWSCX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | 0.38% | 8.21B | — | SWSCX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.89% | 22.44B | Apr 1991 | SWSCX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 35 | 11.17% | 628.62M | Oct 2005 | SWSCX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.66% | 12.67B | Apr 2007 | SWSCX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 86 | 21.53% | 5.14B | Apr 2007 | SWSCX vs SFNNX |
Often Compared With SWSCX
Investors most often compare SWSCX with VOO, SWANX, SCHA. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SWSCX with Any Fund or Stock
Compare SWSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWSCX with funds that move differently
Schwab Small-Cap Equity Fund™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWSCX.
Explore SWSCX Diversifiers