… Schwab International Index Fund SWISX. My name is Marvin. 40% Total Stock Market - SWTSX. R-squared is calculated based on a regression analysis of the portfolio’s returns to the returns of the index. Return SWTSX Category. SWTSX Category Low Category High Capital Mode; Capital Gain Distribution Frequency: Annually Annually Annually Annually Dividend Payout History. Recently (3/1) Schwab has dropped to 0.03 ER for SWTSX... but Vanguard has more holdings. It appears that the performance of VFIAX vs SWPPX and VTSAX vs SWTSX are almost identical, however, the Tax Cost Ratio on both of Schwab's indexes is higher. Highlights. The term is intended to honor Vanguard founder and investor advocate John Bogle.. Choose ETF or mutual fund depending on your account of investing (taxable vs tax advantaged). This is directly from Schwab today: "So as far as scope, the fund has 40.97% in giant cap stocks, 30.51% in large cap stocks, 19.24% in mid cap stocks, 6.93% in small cap stocks, and 2.36% in micro cap stocks. 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Schwab Total Stock Market Index : For a mutual fund, SWTSX has an extremely low expense ratio of 0.03%. The fund’s goal is to track the total return of the S&P 500® Index. In a tax advantaged account: You can opt any of them. Chart. 1-Day Change-0.19 (0.29%) YTD Change +9.61 (17.17%) Sell. 3-Month 1.05% 5.24%. You can use this module to analyze the comparative aspects of Vanguard and Schwab across most of their technical and fundamental indicators. johnN. See holdings data for Schwab Total Stock Market Index Fund® (SWTSX). SWPPX. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Trailing Returns (%) Vs. Benchmarks. Buy. “This is a compromise between what Jack Bogle recommends (zero to 20 percent) and what a Vanguard study recommends (20 percent to 40 percent). You can check out all comparisons Finny users have looked for here. Schwab Total Stock Market Index. See Schwab® S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. View mutual fund news, mutual fund market and mutual fund interest rates. Schwab Total Stock Market Index Fund® SWTSX:NASDAQ. 1-Year 9.94% 14.42%. Net Asset Value $65.57 Previous Close - 12/14/2020. The Bogleheads® emphasize starting early, living below one's means, regular saving, broad diversification, simplicity, and sticking to one's investment plan regardless of market conditions. Find real-time SWPPX - Schwab® S&P 500 Index Fund stock quotes, company profile, news and forecasts from CNN Business. Chart. 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 … … It has a low expense ratio, and if you have a Schwab account, it has no trading fees. Mona . Return SWPPX Category. Please use the input box below to enter a few concurrent symbols you would like to analyze. Below is the comparison between SNXFX and SWPPX. Additional Option 2: 50% Large Cap - SWPPX. YTD 2.75% 11.40%. most of my accounts are in Schwab and I've spent some time recently researching Vanguard index equivalents to avoid the $76 transaction fee. I am on a path toward financial freedom. No Minimum Investment; Lower Expense Ratio; The fact Schwab’s fund has no minimum investment makes it far more “beginner-friendly”. I did have a few other options I was considering. 5 … SWTSX has a higher 5-year return than VTI (14.48% vs 14.43%). Hi! Both SNXFX and SWPPX are mutual funds. In a regular account: ITOT, VTSAX, VTI, SCHB makes sense. Bogleheads® is the title adopted by many of the investing enthusiasts who participate in this site. Here's few I've come up with. March 13 edited March 13. Highlights. 0.19%. 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. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification Set Alert Streaming Charts. vs. S&P 500 Chart Investment Objective The investment seeks to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM. Compare momentum and price performance. Schwab Total Stock Market Index Fund® (SWTSX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. 20% Small Cap - SWSSX. Growth of $10,000 Since Fund Inception. Feel free to the browse the list and view the comparisons that are of an interest to you. 8% REIT - SCHH ETF. 0.09%. YTD 2.97% 11.40%. 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 … US Broad Market Indexes tend to be: VTSAX, FZROX, FSKAX, VTI, SCHB, SWTSX, ITOT. Or are there some other advantages to SWTSX? Summary Objective. Any comments additions? iShares Russell 3000 Index Fund : With IWV, investors gain access to the Russell 3000, which covers about 3000 US stocks. SWTSX | A complete Schwab Total Stock Market Index Fund mutual fund overview by MarketWatch. Additional Option 1: 20% Bonds - SWAGX. $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: … YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. 1-Year 9.69% 14.42%. SWTSX.03% Schwab S&P 500 Index Fund: SWPPX.02% Schwab 1000 Index Fund: SNXFX.05% Schwab US Large Cap Value Index Fund: SWLVX.035% Schwab US Large Cap Growth Index Fund: SWLGX.035% Schwab US Mid Cap Index Fund: SWMCX.04% Schwab Small Cap Index Fund: SWSSX.04% Schwab International Index Fund: SWISX.06% The Schwab 1000, Schwab Small Cap, … SNXFX has a higher expense ratio than SWPPX (0.05% vs 0.02%). 3-Year 9.91% 10.90%. The fund tracks the Dow Jones U.S. Total Stock Market Index, which includes approximately 3,000 U.S. stocks. Seeking Alpha Premium Dividend Score. Vanguard vs Schwab comparative analysis provides an insight into diversification possibilities from combining Vanguard and Schwab into the same portfolio. Although the expenses of 0.20% for IWV is a … Schwab® S&P 500 Index SWPPX Morningstar Analyst Rating Analyst rating as of Mar 5, 2020. May not make a big … Schwab Total Stock Market Index Fund® (SWTSX) Related Funds - discover similar funds, compare dividends and return. Hi @_Mona, think has to do w/ cost and your personal perference. Fidelity is now the cheapest, and also matches … Snapshot ; Charts; Performance; Portfolio; Expenses; View advanced chart | View performance. R-Squared—Reflects the percentage of a portfolio’s movements that are explained by movements in an index. Vanguard Schwab VTSAX SWTSX TSM index VFIAX SWPPX 500 index VSMAX SWSSX small cap index. SWTSX and VTI have the same expense ratio (0.03%). 30% International - SWISX. View portfolioPortfolio as of 10/31/2020. See fees data for Schwab Total Stock Market Index Fund® (SWTSX). 1-Month-2.67% 11.08%. Type: Mutual Funds Symbol: SWPPX Net Expense Ratio: 0.020%. There are 2,367 holdings total." Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. 1-Month-2.12% 11.08%. Schwab Small Cap Index Fund SWSSX. However, if you are still undecided between VTSAX vs. SWTSX, why not pick the fund with a slightly higher return? In TIPS and total international stock I lean Schwab. 50% S&P 500 - SWPPX. A high R-squared (85–100) indicates the portfolio performance closely follows the index. Schwab 1000 Index Fund SNXFX. On this blog, I share thoughts and ideas on Personal Finance & Investing. Below is the comparison between SWTSX … 3-Year 10.39% 10.90%. “In my book, I recommend that international stocks represent 20 percent of equity for U.S. investors,” Taylor Larimore, founder of the Bogleheads and author of The Bogleheads’ Guide to the Three-Fund Portfolio, told Marketwatch.