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 | |
| 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 63. There are 143 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | SWTSX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | SWTSX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | SWTSX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | SWTSX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | SWTSX vs GTLOX |
Top Performing SWTSX Alternatives (YTD)
SWTSX is at 11.84% YTD. There are 102 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | SWTSX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | SWTSX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | SWTSX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | SWTSX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | SWTSX vs RESGX |
Lowest Volatility Alternatives to SWTSX
SWTSX has 12.89% 1-year volatility. There are 246 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 | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SWTSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | SWTSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | SWTSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | SWTSX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SWTSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SWTSX vs ORDNX | |
| 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 |
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.
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