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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%.


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.


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%.


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%.


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%.


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.


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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010SWSCX vs VOO
Schwab Core Equity Fund™Large Cap Blend Equities
11
6.28%
1.54BJul 1996SWSCX vs SWANX
Schwab U.S. Small-Cap ETFSmall Cap Growth Equities
71
19.79%
22.78BNov 2009SWSCX vs SCHA
Schwab U.S. Large-Cap Growth ETFLarge Cap Growth Equities
39
6.42%
61.08BDec 2009SWSCX vs SCHG
Invesco QQQ ETFNasdaq-100
73
21.30%
493.99BMar 1999SWSCX vs QQQ
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993SWSCX vs SPY
Invesco S&P MidCap Quality ETFMid Cap Blend Equities
28
9.49%
5.33BDec 2006SWSCX vs XMHQ
LKCM Small Cap Equity FundSmall Cap Growth Equities
34
7.59%
Jul 1994SWSCX vs LKSCX
Avantis US Small Cap Value ETFSmall Cap Value Equities
67
17.96%
26.41BSep 2019SWSCX vs AVUV
Schwab Fundamental International Small Company Ind...Foreign Small & Mid Cap Equities
47
11.83%
Jan 2008SWSCX vs SFILX
1290 GAMCO Small/Mid Cap Value FundSmall Cap Blend Equities
63
16.43%
Nov 2014SWSCX vs TNVIX
Vanguard Small-Cap ETFSmall Cap Blend Equities
56
14.16%
177.40BJan 2004SWSCX vs VB
T. Rowe Price Small-Cap Stock FundSmall Cap Growth Equities
29
10.41%
Jun 1956SWSCX vs OTCFX
Vanguard Small-Cap Value ETFSmall Cap Value Equities
52
11.67%
64.90BJan 2004SWSCX vs VBR
Vanguard Growth Index Fund Institutional SharesLarge Cap Growth Equities
34
10.83%
365.00BMay 1998SWSCX vs VIGIX
Franklin U.S. Small Cap Equity FundSmall Cap Blend Equities
72
16.18%
Mar 2000SWSCX vs LMSIX
Virtus Small-Cap FundSmall Cap Blend Equities
59
18.19%
Jul 2013SWSCX vs AZBIX
TETON Westwood Mighty Mites FundSmall Cap Blend Equities
65
21.19%
May 1998SWSCX vs WEMMX
TIAA-CREF Small-Cap Blend Index FundSmall Cap Blend Equities
64
18.69%
Oct 2002SWSCX vs TISBX
Harbor Small Cap Value FundSmall Cap Blend Equities
69
26.15%
Dec 2001SWSCX vs HASCX

Compare SWSCX with Any Fund or Stock

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


 

Diversifiers

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