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 331 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 | SWZ vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SWZ vs VFFSX | |
| 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 399 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 | SWZ vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SWZ vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | SWZ vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SWZ vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | SWZ vs POGSX |
Top Performing SWZ Alternatives (YTD)
SWZ is at -5.14% YTD. There are 399 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 | SWZ vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | SWZ vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | SWZ vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | SWZ vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | SWZ vs IGIAX |
Lowest Volatility Alternatives to SWZ
SWZ has 10.22% 1-year volatility. There are 19 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 | SWZ vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SWZ vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | SWZ vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | SWZ vs JEPIX | |
| Dimensional Multi-Blend Fund | 9.16% | — | Jan 2013 | SWZ vs DMB |
Lowest Drawdown Alternatives to SWZ
SWZ has a 1-year max drawdown of -7.13%. There are 12 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 | SWZ vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SWZ vs AMFEX |
Often Compared With SWZ
Investors most often compare SWZ with JOYT, ORDNX, FULVX. These 11 comparison targets span 5 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 | — | 7.40% | 97.39M | Aug 2025 | SWZ vs JOYT | |
| North Square Preferred and Income Securities Fund | Preferred Stock | 59 | 1.10% | — | Jun 2013 | SWZ vs ORDNX | |
| Fidelity U.S. Low Volatility Equity Fund | Low Volatility | — | — | — | Nov 2019 | SWZ vs FULVX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 67 | 18.47% | — | Dec 2019 | SWZ vs ALSMX | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 87 | 19.82% | — | Dec 2011 | SWZ vs DHAMX | |
| Vanguard PRIMECAP Fund Admiral Shares | Large Cap Blend Equities | 90 | 20.70% | 96.10B | Nov 2001 | SWZ vs VPMAX | |
| Fidelity Leveraged Company Stock Fund | Large Cap Blend Equities | 20 | 11.93% | — | Dec 2000 | SWZ vs FLVCX | |
| Fidelity SAI U.S. Low Volatility Index Fund | Low Volatility | 61 | 8.73% | — | May 2015 | SWZ vs FSUVX | |
| PrimeCap Odyssey Stock Fund | Large Cap Blend Equities | 88 | 19.75% | — | Nov 2004 | SWZ vs POSKX | |
| Fidelity Leveraged Company Stock Fund Class K | Large Cap Blend Equities | 19 | 11.95% | — | May 2008 | SWZ vs FLCKX | |
| AMG Yacktman Global Fund | Global Equities | 29 | 24.97% | — | 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