SWSSX Fund Comparisons

SWSSX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VTWO, FSSNX, IWM. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SWSSX
Name
Schwab Small-Cap Index Fund
Type
Mutual Fund
Originator
Schwab
Asset class
equity
Net expense ratio
0.04%
AUM
$7.2B

Comparable Funds

FundQuant reviewed 1,804 active searchable funds, 354 ETFs, 1,448 mutual funds and returned 3 comparable funds for SWSSX.

  1. VTWO - Vanguard Russell 2000 Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 96)
  2. FSSNX - Fidelity Small Cap Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 95)
  3. IWM - iShares Russell 2000 ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 96)

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

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