Schwab Small-Cap Index Fund-Select Shares (SWSSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SWSSX
SWSSX charges 0.04% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SWSSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SWSSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SWSSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SWSSX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | SWSSX vs TISBX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SWSSX vs VSMAX |
Best Risk-Adjusted Alternatives to SWSSX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SWSSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SWSSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SWSSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SWSSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SWSSX vs PRSVX |
Top Performing SWSSX Alternatives (YTD)
SWSSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SWSSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SWSSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SWSSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SWSSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SWSSX vs RIVSX |
Lowest Volatility Alternatives to SWSSX
SWSSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SWSSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SWSSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SWSSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SWSSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SWSSX vs CSMDX |
Lowest Drawdown Alternatives to SWSSX
SWSSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SWSSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SWSSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SWSSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SWSSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SWSSX vs BOSOX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWSSX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWSSX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWSSX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWSSX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWSSX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWSSX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWSSX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWSSX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWSSX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | SWSSX vs SFNNX |
Often Compared With SWSSX
What investors most often compare with SWSSX, 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.