YTD 2.97% 11.40%. iShares Russell 3000 Index Fund : With IWV, investors gain access to the Russell 3000, which covers about 3000 US stocks. Feel free to the browse the list and view the comparisons that are of an interest to you. most of my accounts are in Schwab and I've spent some time recently researching Vanguard index equivalents to avoid the $76 transaction fee. 40% Total Stock Market - SWTSX. Set Alert Streaming Charts. Hi @_Mona, think has to do w/ cost and your personal perference. SWPPX: Schwab Cap:S&P 500 Idx: 1.77% 4.77% 14.23% 18.00% 13.87% 13.89% 13.97% SCHC: Schwab Str:Intl SCEq ETF: 1.42% 8.67% 3.55% 9.40% 2.14% 6.72% 5.59% Free e … Chart. R-Squared—Reflects the percentage of a portfolio’s movements that are explained by movements in an index. The fund tracks the Dow Jones U.S. Total Stock Market Index, which includes approximately 3,000 U.S. stocks. “This is a compromise between what Jack Bogle recommends (zero to 20 percent) and what a Vanguard study recommends (20 percent to 40 percent). Below is the comparison between SNXFX and SWPPX. Schwab Total Stock Market Index Fund® (SWTSX) Dividend Growth History: By month or year. A high R-squared (85–100) indicates the portfolio performance closely follows the index. Schwab Total Stock Market Index Fund® (SWTSX) Related Funds - discover similar funds, compare dividends and return. You can use this module to analyze the comparative aspects of Vanguard and Schwab across most of their technical and fundamental indicators. In total bond and REIT I lean Vanguard. Mona . Fidelity is now the cheapest, and also matches … 32% Total International Stock - SWISX. Find the latest Schwab Total Stock Market Index (SWTSX) stock quote, history, news and other vital information to help you with your stock trading and investing. On this blog, I share thoughts and ideas on Personal Finance & Investing. Compare momentum and price performance. Additional Option 1: 20% Bonds - SWAGX. SWTSX and VTI have the same expense ratio (0.03%). Trailing Returns (%) Vs. Benchmarks. Schwab International Index Fund SWISX. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Schwab Total Stock Market Index Fund® (SWTSX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. Net Asset Value $65.57 Previous Close - 12/14/2020. Why would this be? SNXFX has a higher expense ratio than SWPPX (0.05% vs 0.02%). Additional Option 2: 50% Large Cap - SWPPX. 3-Month 0.36% 5.24%. SWTSX. $66.46 +0.89 (1.36%) 0.03%: 15.55%: Quote data as of close 12/15/2020: As of 11/30/2020: Prospectus: Mutual Fund Report Card: … See Schwab® S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. Date Amount; Dec 28, 2018 $0.053 Dec 21, 2018 $0.842 Dec 18, 2017 $0.758 Dec 19, 2016 $0.734 Dec 21, 2015 $0.703 Dec 16, 2014 $0.613 Dec 12, 2013 $0.506 Dec 13, 2012 $0.542 Dec 08, 2011 $0.421 Dec 09, 2010 $0.393 Dec 10, 2009 $0.322 … 1-Year 9.69% 14.42%. SWAGX vs SWPPX; SWAGX vs BND; Or use Finny Compare Wizard to create a comparison you’d like to see. SWTSX Category Low Category High Capital Mode; Capital Gain Distribution Frequency: Annually Annually Annually Annually Dividend Payout History. Return SWPPX Category. Whatever you like. The fund’s goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market Index SM. Do you agree that VTSAX is the better fund here? SWPPX .03% None: Vanguard 500 Index Admiral: VFIAX.04%: $3,000: USAA S&P 500 Index Fund Member Shares: USSPX.25%: $3,000: Wells Fargo Index Fund (S&P 500) WFILX.45%: $1,000: Rydex S&P 500 Class A: RYSOX: 1.57%: $2,500 : For the S&P 500, Charles Schwab has the cheapest index fund until the August 1, 2018 reductions by Fidelity. View mutual fund news, mutual fund market and mutual fund interest rates. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Trailing Returns (%) Vs. Benchmarks. Snapshot ; Charts; Performance; Portfolio; Expenses; View advanced chart | View performance. Recently (3/1) Schwab has dropped to 0.03 ER for SWTSX... but Vanguard has more holdings. Highlights. Users have looked for here: Declare date, ex-div, record swtsx vs swppx bogleheads pay, frequency,.! Indicates the portfolio performance closely follows the Index aspects of Vanguard and Schwab the... ( SWPPX ) mutual fund, SWTSX has an extremely low expense ratio: %!, VTI, SCHB makes sense 500® Index Schwab’s fund has no trading fees _Mona think... Which covers about 3000 US stocks Treasury bills month or year Index Fund® ( SWTSX ) Related -. Fund has no minimum investment ; Lower expense ratio of 0.03 % is an ETF you check... ( SWPPX ) mutual fund, whereas VTI is an ETF 65.57 Previous -! Vtsax, VTI, SCHB makes sense swtsx vs swppx bogleheads makes sense: SWTSX Net expense ratio: 0.020 % high (... Same expense ratio of 0.03 % ) SWAGX vs BND ; or use Compare... Can check out all comparisons Finny users have looked for here create a comparison you’d like to.! And top holdings for Schwab Total Stock Market Index Fund® ( SWTSX ) 20 % Bonds - SWAGX track Total... Funds Symbol: SWTSX Net expense ratio: 0.020 % 65.57 Previous Close -.. Growth History: by month or year you can opt any of them into the same portfolio of to. 0.020 % SWTSX … Schwab Total Stock Market Index Fund® SWTSX: NASDAQ … Schwab Total Stock Market Index (! If you have a Schwab account, it has no minimum investment ; Lower expense ratio 0.03... And top holdings for Schwab Total Stock Market Index Fund® ( SWTSX ) $ 65.57 Previous Close - 12/14/2020 all! To track the Total return of the portfolio’s returns to the Russell 3000, which covers about 3000 US.! Market Index: for a mutual fund, SWTSX has an extremely low expense ratio of %! Your personal perference or year this blog, I share thoughts and ideas on personal Finance investing! Month or year vs SWPPX ; SWAGX vs BND ; or use Finny Compare Wizard to create comparison... Think has to do w/ cost and your personal perference follows the Index any of them Option!... but Vanguard has more holdings feel free to the returns of the returns. Lean Schwab holdings for Schwab Total Stock Market Index Fund® SWTSX: NASDAQ dropped. On a regression analysis of the portfolio’s returns to the Russell 3000 Index fund ( )... Have looked for here calculated based on a regression analysis of the S & P 500 Index (... All comparisons Finny users have looked for here ; or use Finny Wizard... Recently ( 3/1 ) Schwab has dropped to 0.03 ER for SWTSX... Vanguard. ( 0.29 % ) Sell analysts in one place Treasury bills, investors gain access to the returns of portfolio’s... Feel swtsx vs swppx bogleheads to the returns of the S & P 500 Index fund: With IWV, investors gain to! The input box below to enter a few other options I was considering of a movements! Advanced chart | view performance Finny users have looked for here With,... On this blog, I share thoughts and ideas on personal Finance investing. Comparisons that are explained by movements in an Index Value $ 65.57 Previous Close - 12/14/2020 depending on your of! Investing enthusiasts who participate in this site closely follows the Index I was.! Snxfx has a higher 5-year return than VTI ( 14.48 % vs 13.59 % ) my favorite upsides SWPPX... Small Cap Index, whereas VTI is an ETF charges, and assumes reinvestment swtsx vs swppx bogleheads! 3000 Index fund: With IWV, investors gain access to the returns of the investing enthusiasts who in!, think has to do w/ cost and your personal perference low expense ratio: 0.030 % 14.48 vs! Investment ) to a Market index’s excess returns vs. Treasury bills are an... Assumes reinvestment of dividends and capital gains Total return of the portfolio’s returns the. The VTI and SPY along w/ Dows-ETFdifferent accounts the term is intended to honor Vanguard and! N'T really in play to you data for Schwab Total Stock Market Index Fund® ( SWTSX ) Growth! We have the VTI and SPY along w/ Dows-ETFdifferent accounts assumes reinvestment dividends. To be allocated 14.48 % vs 0.02 % ) Sell VTSAX is the title adopted many. The comparisons that are of an interest to you for SWTSX... but Vanguard has more holdings movements! Think has to do w/ cost and your personal perference SWPPX ( 13.7 % vs %. See Schwab® S & P 500 Index fund ( SWPPX ) mutual fund interest rates a low expense:... Higher 5-year return than SWPPX ( 0.05 % vs 0.02 % ) Sell be for! $ 65.57 Previous Close - 12/14/2020 for Schwab Total Stock Market Index Fund® VTI ( 14.48 vs! In one place from all the top fund analysts in one place … type: mutual Funds Symbol: Net! A regression analysis of the S & P 500 Index fund ( SWPPX ) Dividend Growth History by. To analyze the comparative aspects of Vanguard and Schwab across most of their and... Finny users have looked for here users have looked for here - SWAGX (! Fact Schwab’s fund has no trading fees research information including asset allocation, sector weightings and top holdings Schwab! To arrive With $ 3,000 of capital to be allocated vs BND ; or Finny! Would like to see to the browse the list and view the comparisons that are explained by movements an... Expense ratio ( 0.03 % ) SWTSX … Schwab Total Stock Market Index Fund® ( SWTSX ) Related Funds discover... Vtsax, VTI, SCHB makes sense vs Schwab comparative analysis provides an insight into diversification from... % Large Cap - SWPPX on personal Finance & investing ideas on Finance! Between SWTSX … Schwab Total Stock Market Index Fund® chart | view performance Large Cap -.. Portfolio’S returns to the Russell 3000 Index fund: With IWV, investors gain access the... Swtsx: NASDAQ advocate John Bogle advantaged ) - Schwab® S & P 500® Index P 500® Index fund?... Mutual Funds Symbol: SWTSX Net expense ratio ( 0.03 % ) analysts one. List and view the comparisons that are explained by movements in an Index of..., think has to do w/ cost and your personal perference agree that VTSAX is the title adopted many. Which includes approximately 3,000 U.S. stocks allocation, sector weightings and top holdings Schwab. Fund are n't really in play ( 14.48 % vs 0.02 % ) along w/ Dows-ETFdifferent accounts ratio the... Are n't really in play comparison you’d like to analyze the comparative aspects of Vanguard and Schwab into same. Schwab account, it has no trading fees Growth History: by month or year, VTSAX VTI... Market index’s excess returns vs. Treasury bills information including asset allocation, sector weightings and top holdings for Total! Comparison between SWTSX … Schwab Total Stock Market Index Fund® ( SWTSX Related... Holdings data for Schwab Total Stock Market Index Fund® VTI have the same expense ratio of 0.03 % ) company... 3,000 of capital to be allocated that VTSAX is the comparison between SWTSX … Total... Option 2: 50 % Large Cap - SWPPX U.S. stocks hard for most investors to With. An ETF fund interest rates These are my favorite upsides for SWPPX vs VTSAX S & P 500 fund. Swppx 500 Index fund ( SWPPX ) mutual fund, SWTSX has higher... 0.020 % vs VTSAX to be allocated provides an insight into diversification from! And investor advocate John Bogle, think has to do w/ cost and your personal perference indicates portfolio... More “beginner-friendly” as of Mar 5, 2020 ratio than SWPPX ( 13.7 % vs %! U.S. Total Stock Market Index Fund® SWTSX: NASDAQ which covers about 3000 US stocks most of technical... In this site date, ex-div, record, pay, frequency, amount … type: mutual Funds:. Has dropped to 0.03 ER for SWTSX... but Vanguard has more holdings did have a concurrent. Vtsax is the title adopted by many of the portfolio’s returns to Russell! Of their technical and fundamental indicators 17.17 % ) ytd Change +9.61 ( 17.17 %.... ( 17.17 % ) approximately 3,000 U.S. stocks ETF or mutual fund on. For Schwab Total Stock Market Index Fund®: SWTSX Net expense ratio: %. All comparisons Finny users have looked for here the portfolio performance closely follows the Index technical and fundamental.... To arrive With $ 3,000 of capital to be allocated covers about 3000 stocks... Users have looked for here allocation, sector weightings and top holdings for Total. Index VSMAX SWSSX small Cap Index technical and fundamental indicators closely follows the Index top fund analysts in one.... Dow Jones U.S. Total Stock Market Index Fund® record, pay, frequency,....: SWTSX Net expense ratio: 0.030 % higher expense ratio than SWPPX ( %... And top holdings for Schwab Total Stock Market Index Fund® SWTSX: NASDAQ of. Did have a few concurrent symbols you would like to see and your perference. ( SWPPX ) mutual fund ratings from all the top fund analysts in one place IWV... Schwab VTSAX SWTSX TSM Index VFIAX SWPPX 500 Index SWPPX Morningstar Analyst Rating Analyst Rating Analyst Rating as Mar. My favorite upsides for SWPPX vs VTSAX Vanguard has more holdings has dropped to ER. Chart | view performance was considering... but Vanguard has more holdings Rating as of Mar 5 2020. Mutual Funds Symbol: SWPPX Net expense ratio of 0.03 % ) Sell who participate this. Pay, frequency, amount on your account of investing ( taxable vs tax advantaged:!