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 Shares | 0.03% | 182.70B | Jul 1997 | SWSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SWSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | SWSCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SWSCX vs TISBX |
Best Risk-Adjusted Alternatives to SWSCX
SWSCX has a PortfoliosLab risk / return rank of 42. There are 124 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | SWSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | SWSCX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | SWSCX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | SWSCX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | SWSCX vs GQSCX |
Top Performing SWSCX Alternatives (YTD)
SWSCX is at 23.87% YTD. There are 20 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | SWSCX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | SWSCX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | SWSCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | SWSCX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | SWSCX vs FTMSX |
Lowest Volatility Alternatives to SWSCX
SWSCX has 21.46% 1-year volatility. There are 164 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | SWSCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | SWSCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | SWSCX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | SWSCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | 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% | 2.90B | Apr 2006 | SWSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | SWSCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SWSCX vs SSCDX |
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 $248B.
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