Schwab Small-Cap Index Fund-Select Shares (SWSSX) 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 SWSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWSSX
SWSSX charges 0.04% annually. There are 2 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 | SWSSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SWSSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SWSSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | SWSSX vs VSMAX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SWSSX vs TISBX |
Best Risk-Adjusted Alternatives to SWSSX
SWSSX has a PortfoliosLab risk / return rank of 64. There are 51 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 | SWSSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | SWSSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SWSSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | SWSSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | SWSSX vs WWSIX |
Top Performing SWSSX Alternatives (YTD)
SWSSX is at 18.71% YTD. There are 33 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 | SWSSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | SWSSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | SWSSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | SWSSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | SWSSX vs MOPIX |
Lowest Volatility Alternatives to SWSSX
SWSSX has 19.15% 1-year volatility. There are 142 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 | SWSSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | SWSSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | SWSSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | SWSSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | SWSSX vs BOSOX |
Lowest Drawdown Alternatives to SWSSX
SWSSX has a 1-year max drawdown of -11.00%. There are 114 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 | SWSSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SWSSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | SWSSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SWSSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SWSSX 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 | SWSSX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 1.45% | 248.87B | Aug 1993 | SWSSX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 71 | 12.02% | 43.45B | Jun 1999 | SWSSX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.61% | 5.10B | Dec 2017 | SWSSX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 26 | 9.54% | 14.43B | May 1997 | SWSSX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | 0.38% | 8.21B | — | SWSSX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 70 | 11.89% | 22.44B | Apr 1991 | SWSSX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 35 | 11.17% | 628.62M | Oct 2005 | SWSSX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.66% | 12.67B | Apr 2007 | SWSSX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 86 | 21.53% | 5.14B | Apr 2007 | SWSSX vs SFNNX |
Often Compared With SWSSX
Investors most often compare SWSSX with SCHA, SFSNX, SWSCX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SWSSX with Any Fund or Stock
Compare SWSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWSSX with funds that move differently
Schwab Small-Cap Index Fund-Select Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWSSX.
Explore SWSSX Diversifiers