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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SWTSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SWTSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SWTSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SWTSX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SWTSX vs VSMPX |
Best Risk-Adjusted Alternatives to SWTSX
SWTSX has a PortfoliosLab risk / return rank of 63. There are 125 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | SWTSX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SWTSX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | SWTSX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SWTSX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | SWTSX vs POGSX |
Top Performing SWTSX Alternatives (YTD)
SWTSX is at 9.82% YTD. There are 144 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | SWTSX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | SWTSX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | SWTSX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | SWTSX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | SWTSX vs IGIAX |
Lowest Volatility Alternatives to SWTSX
SWTSX has 13.20% 1-year volatility. There are 239 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SWTSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SWTSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | SWTSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | SWTSX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | SWTSX vs SILVX |
Lowest Drawdown Alternatives to SWTSX
SWTSX has a 1-year max drawdown of -8.88%. There are 119 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SWTSX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SWTSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SWTSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SWTSX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SWTSX vs AMFEX |
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 $247B.
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.
Compare SWTSX with Any Fund or Stock
Compare SWTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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