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
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	342.00B	Jul 1997	SWTSX vs VIIIX

Best Risk-Adjusted Alternatives to SWTSX

SWTSX has a PortfoliosLab risk / return rank of 71. There are 128 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	15.30B	Dec 2004	SWTSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	SWTSX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	SWTSX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	SWTSX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	SWTSX vs GTLOX

Top Performing SWTSX Alternatives (YTD)

SWTSX is at 12.02% YTD. There are 84 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	SWTSX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	SWTSX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	SWTSX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	SWTSX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	SWTSX vs IGIAX

Lowest Volatility Alternatives to SWTSX

SWTSX has 12.26% 1-year volatility. There are 247 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	SWTSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	SWTSX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	SWTSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	SWTSX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	SWTSX vs FULVX

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 $249B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	73	11.69%	145.00B	May 1997	SWTSX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.45%	248.87B	Apr 1992	SWTSX vs SWVXX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	32	8.61%	5.10B	Dec 2017	SWTSX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.54%	14.43B	May 1997	SWTSX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	21	0.38%	8.21B	—	SWTSX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.89%	22.44B	Apr 1991	SWTSX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	35	11.17%	628.62M	Oct 2005	SWTSX vs SWLSX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	64	18.71%	7.51B	May 1997	SWTSX vs SWSSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.66%	12.67B	Apr 2007	SWTSX vs SFLNX
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	86	21.53%	5.14B	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	71	11.98%	2.20T	Nov 2000	SWTSX vs VTSAX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	68	11.28%	43.31B	Nov 2009	SWTSX vs SCHB
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	SWTSX vs VTI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	SWTSX vs SCHD
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	SWTSX vs SPY
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Large Cap Blend Equities	68	11.25%	93.42B	Jan 2004	SWTSX vs ITOT
SWYOX	Schwab Target 2065 Index Fund	Target Retirement Date	69	13.13%	456.91M	Feb 2021	SWTSX vs SWYOX
SWYMX	Schwab Target 2050 Index Fund	Target Retirement Date	69	12.17%	1.65B	Aug 2016	SWTSX vs SWYMX
SWEGX	Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	71	12.78%	1.22B	May 1998	SWTSX vs SWEGX
SWYNX	Schwab Target 2060 Index Fund	Target Retirement Date	69	12.86%	1.34B	Aug 2016	SWTSX vs SWYNX
VTIUX	Voya Target Retirement 2065 Fund	Target Retirement Date	82	13.57%	—	Jul 2020	SWTSX vs VTIUX
SWYJX	Schwab Target 2055 Index Fund	Target Retirement Date	69	12.56%	—	Aug 2016	SWTSX vs SWYJX
SWYHX	Schwab Target 2045 Index Fund	Target Retirement Date	69	11.33%	1.22B	Aug 2016	SWTSX vs SWYHX
SWYEX	Schwab Target 2030 Index Fund	Target Retirement Date	73	7.72%	1.84B	Aug 2016	SWTSX vs SWYEX
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	57	13.75%	53.61B	Sep 2000	SWTSX vs SPYG
FSTAX	Fidelity Advisor Strategic Income Fund Class A	Total Bond Market	86	3.19%	—	Sep 1996	SWTSX vs FSTAX
FNPFX	American Funds New Perspective Fund Class F-3	Large Cap Growth Equities	30	7.50%	—	Mar 1973	SWTSX vs FNPFX
SWPRX	Schwab Target 2060 Fund	Target Retirement Date	61	11.97%	—	Aug 2016	SWTSX vs SWPRX
VEA	Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	59	14.92%	304.30B	Jul 2007	SWTSX vs VEA
SICNX	Schwab International Core Equity Fund	Foreign Large Cap Equities	23	10.59%	—	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