SWTSX Alternatives & Similar Mutual Funds

Schwab Total Stock Market Index Fund (SWTSX) belongs to the Large 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 SWTSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SWTSX

SWTSX charges 0.03% annually. There are 12 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SWTSX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SWTSX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SWTSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SWTSX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SWTSX vs SSSYX

Best Risk-Adjusted Alternatives to SWTSX

SWTSX has a PortfoliosLab risk / return rank of 64. There are 125 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	SWTSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	SWTSX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	SWTSX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SWTSX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	SWTSX vs IGIAX

Top Performing SWTSX Alternatives (YTD)

SWTSX is at 10.37% YTD. There are 97 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	SWTSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	SWTSX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	SWTSX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	SWTSX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	SWTSX vs FLVCX

Lowest Volatility Alternatives to SWTSX

SWTSX has 12.89% 1-year volatility. There are 245 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	SWTSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	SWTSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	SWTSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	SWTSX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	SWTSX vs FSUVX

Lowest Drawdown Alternatives to SWTSX

SWTSX has a 1-year max drawdown of -8.88%. There are 123 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	SWTSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SWTSX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SWTSX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SWTSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SWTSX vs QUERX

Other Mutual Funds from Charles Schwab

The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWLGX and span 8 categories. AUM among these funds goes as high as $248B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	9.75%	143.85B	May 1997	SWTSX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.45%	247.78B	Apr 1992	SWTSX vs SWVXX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	21	3.19%	4.90B	Dec 2017	SWTSX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	38	10.79%	14.60B	May 1997	SWTSX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	17	0.05%	8.29B	—	SWTSX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	62	10.10%	22.30B	Apr 1991	SWTSX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	28	7.87%	617.91M	Oct 2005	SWTSX vs SWLSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.75%	13.25B	Apr 2007	SWTSX vs SFLNX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	72	21.72%	7.66B	May 1997	SWTSX vs SWSSX
SFNNX	Schwab Fundamental International Equity Index Fund	Foreign Large Cap Equities	86	19.01%	5.27B	Apr 2007	SWTSX vs SFNNX

Often Compared With SWTSX

Investors most often compare SWTSX with VTSAX, SCHB, VTI. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	SWTSX vs VTSAX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	59	8.88%	43.10B	Nov 2009	SWTSX vs SCHB
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	SWTSX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	SWTSX vs SCHD
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SWTSX vs SPY
SWYOX	Schwab Target 2065 Index Fund	Target Retirement Date	71	12.79%	466.17M	Feb 2021	SWTSX vs SWYOX
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Large Cap Blend Equities	59	8.94%	93.53B	Jan 2004	SWTSX vs ITOT
SWYMX	Schwab Target 2050 Index Fund	Target Retirement Date	71	11.71%	1.66B	Aug 2016	SWTSX vs SWYMX
SWEGX	Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	71	11.78%	1.21B	May 1998	SWTSX vs SWEGX
SWYNX	Schwab Target 2060 Index Fund	Target Retirement Date	71	12.46%	1.36B	Aug 2016	SWTSX vs SWYNX
VTIUX	Voya Target Retirement 2065 Fund	Target Retirement Date	81	12.94%	—	Jul 2020	SWTSX vs VTIUX
SWYJX	Schwab Target 2055 Index Fund	Target Retirement Date	71	12.15%	—	Aug 2016	SWTSX vs SWYJX
SWYHX	Schwab Target 2045 Index Fund	Target Retirement Date	71	10.91%	1.23B	Aug 2016	SWTSX vs SWYHX
SWYEX	Schwab Target 2030 Index Fund	Target Retirement Date	71	7.27%	1.84B	Aug 2016	SWTSX vs SWYEX
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	45	8.70%	52.13B	Sep 2000	SWTSX vs SPYG
FSTAX	Fidelity Advisor Strategic Income Fund Class A	Total Bond Market	84	3.28%	—	Sep 1996	SWTSX vs FSTAX
FNPFX	American Funds New Perspective Fund Class F-3	Large Cap Growth Equities	29	6.61%	—	Mar 1973	SWTSX vs FNPFX
SWPRX	Schwab Target 2060 Fund	Target Retirement Date	62	11.47%	—	Aug 2016	SWTSX vs SWPRX
VEA	Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	55	13.11%	317.30B	Jul 2007	SWTSX vs VEA
SICNX	Schwab International Core Equity Fund	Foreign Large Cap Equities	33	11.97%	—	May 2008	SWTSX vs SICNX

Compare SWTSX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SWTSX with funds that move differently

Schwab Total Stock Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWTSX.

Explore SWTSX Diversifiers

Schwab Total Stock Market Index Fund (SWTSX) Alternatives