PortfoliosLab logoPortfoliosLab logo

Schwab Prime Advantage Money Fund Investor Shares (SWVXX) belongs to the Money Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWVXX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Other Mutual Funds from Charles Schwab

The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWTSX, SWLGX and span 7 categories. AUM among these funds goes as high as $146B.


Often Compared With SWVXX

Investors most often compare SWVXX with SGOV, VMFXX, SNSXX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
iShares 0-3 Month Treasury Bond ETFUltrashort Bond
100
1.92%
97.69BMay 2020SWVXX vs SGOV
Vanguard Federal Money Market FundMoney Market
1.80%
0.00Jul 1981SWVXX vs VMFXX
Schwab U.S. Treasury Money FundMoney Market
1.68%
Jan 2018SWVXX vs SNSXX
Fidelity Government Money Market FundMoney Market
1.64%
437.41BFeb 1990SWVXX vs SPAXX
iShares 0-1 Year Treasury Bond ETFGovernment Bonds, Ultrashort Bond
100
1.79%
20.86BJan 2007SWVXX vs SHV
SPDR Bloomberg 1-3 Month T-Bill ETFGovernment Bonds, Ultrashort Bond
100
1.88%
46.75BMay 2007SWVXX vs BIL
Schwab 5-10 Year Corporate Bond ETFCorporate Bonds
35
-0.37%
11.51BOct 2019SWVXX vs SCHI
Vanguard Cash Reserves Federal Money Market Fund A...Money Market
1.80%
0.00Oct 1989SWVXX vs VMRXX
Vanguard 0-3 Month Treasury Bill ETFUltrashort Bond
100
1.92%
8.40BFeb 2025SWVXX vs VBIL
State Street SPDR S&P 500 ETFS&P 500
66
10.45%
783.21BJan 1993SWVXX vs SPY
Vanguard Dividend Appreciation ETFDividend
66
9.40%
127.80BApr 2006SWVXX vs VIG
Schwab Government Money Market ETFMoney Market
100
1.78%
788.55MJun 2025SWVXX vs SGVT
BlackRock Allocation Target Shares Series S Portfo...Short-Term Bond
77
0.83%
Sep 2004SWVXX vs BRASX
Schwab Monthly Income Fund - Moderate PayoutDiversified Portfolio
74
7.03%
Mar 2008SWVXX vs SWJRX
iShares Prime Money Market ETFMoney Market
100
1.92%
645.79MFeb 2025SWVXX vs PMMF
Schwab Dividend Equity Fund™Large Cap Value Equities
46
9.88%
Sep 2003SWVXX vs SWDSX
Schwab MarketTrack Conservative Portfolio™Diversified Portfolio
67
5.12%
Nov 1995SWVXX vs SWCGX
Vanguard Treasury Money Market FundMoney Market
1.82%
0.00Dec 1992SWVXX vs VUSXX
VanEck Semiconductor ETFSemiconductors, Technology Equities
92
62.61%
73.62BDec 2011SWVXX vs SMH
Schwab Monthly Income Fund - Enhanced PayoutDiversified Portfolio
74
7.03%
Mar 2008SWVXX vs SWKRX

Compare SWVXX with Any Fund or Stock

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


 

Diversifiers

Pair SWVXX with funds that move differently

Schwab Prime Advantage Money Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWVXX.

Explore SWVXX Diversifiers