SWPPX Fund Comparisons

SWPPX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VV, BKLC, SCHX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SWPPX
Name
Schwab S&P 500 Index Fund
Type
Mutual Fund
Originator
Schwab
Asset class
equity
Net expense ratio
0.02%
AUM
$137.6B

Comparable Funds

FundQuant reviewed 2,620 active searchable funds, 671 ETFs, 1,933 mutual funds and returned 3 comparable funds for SWPPX.

  1. VV - Vanguard Large-Cap Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 94)
  2. BKLC - BNY Mellon US Large Cap Core Equity ETF (1940 Act ETF; BNY; equity; Closest Fit; fit score 94)
  3. SCHX - Schwab U.S. Large-Cap ETF (1940 Act ETF; Schwab; equity; Closest Fit; fit score 94)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SWPPX/comps