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 3 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 Shares | 0.03% | 182.70B | Jul 1997 | SWSSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SWSSX vs VSCPX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SWSSX vs TISBX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SWSSX vs VSMAX |
Best Risk-Adjusted Alternatives to SWSSX
SWSSX has a PortfoliosLab risk / return rank of 67. There are 69 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 | SWSSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | SWSSX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | SWSSX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | SWSSX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SWSSX vs RIVSX |
Top Performing SWSSX Alternatives (YTD)
SWSSX is at 19.74% YTD. There are 70 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | SWSSX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | SWSSX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | SWSSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | SWSSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | SWSSX vs WESCX |
Lowest Volatility Alternatives to SWSSX
SWSSX has 19.54% 1-year volatility. There are 133 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 | SWSSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | SWSSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | SWSSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | SWSSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | 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% | 2.90B | Apr 2006 | SWSSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | SWSSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SWSSX 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 SWSSX
Investors most often compare SWSSX with SCHA, SFSNX, SWSCX. These 20 comparison targets span 8 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