Total Return Securities Fund (SWZ) 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 SWZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWZ
SWZ charges 1.06% annually. There are 340 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | SWZ vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SWZ vs VSTSX | |
| Eaton Vance Enhanced Equity Income Fund | 0.01% | — | Oct 2004 | SWZ vs EOI | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SWZ vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SWZ vs FLCPX |
Best Risk-Adjusted Alternatives to SWZ
SWZ has a PortfoliosLab risk / return rank of 1. There are 404 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SWZ vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SWZ vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SWZ vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SWZ vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SWZ vs IGIAX |
Top Performing SWZ Alternatives (YTD)
SWZ is at -5.14% YTD. There are 401 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SWZ vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SWZ vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SWZ vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SWZ vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SWZ vs FLVCX |
Lowest Volatility Alternatives to SWZ
SWZ has 10.26% 1-year volatility. There are 30 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 | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SWZ vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SWZ vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SWZ vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SWZ vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SWZ vs FSUVX |
Lowest Drawdown Alternatives to SWZ
SWZ has a 1-year max drawdown of -7.73%. There are 31 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SWZ vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SWZ vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SWZ vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SWZ vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SWZ vs QUERX |
Often Compared With SWZ
Investors most often compare SWZ with JOYT, ALSMX, DHAMX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Equity And Options Total Return ETF | Derivative Income | — | 3.61% | 92.73M | Aug 2025 | SWZ vs JOYT | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 86 | 26.78% | — | Dec 2019 | SWZ vs ALSMX | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 91 | 24.16% | — | Dec 2011 | SWZ vs DHAMX | |
| Fidelity U.S. Low Volatility Equity Fund | Large Cap Blend Equities | — | — | — | Nov 2019 | SWZ vs FULVX | |
| Pin Oak Equity | Large Cap Blend Equities | 87 | 16.85% | — | Aug 1992 | SWZ vs POGSX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | Large Cap Blend Equities | 89 | 24.62% | — | Dec 2015 | SWZ vs RESGX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | SWZ vs YFSIX |
Compare SWZ with Any Fund or Stock
Compare SWZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWZ with funds that move differently
Total Return Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWZ.
Explore SWZ Diversifiers