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SWTSX Schwab Total Stock Market Index

4 lower fee alternatives found

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Fund SWTSX Schwab Total Stock Market Index SCHX Schwab US Large-Cap ETF™ VTI Vanguard Total Stock Market ETF  
Similarity
?
100% 98% 99%
Annual Fees
?
$9.51
(0.09% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$51,632.34 $52,570.70 $52,256.10
Est. savings over 30 yrs +$938.37 +$623.76
Return
As of 10/31/16
1 YR RETURN 4.19%
3 YR 8.02%
5 YR 13.24%
10 YR 6.90%
1 YR RETURN 4.22%
3 YR 8.49%
5 YR 13.37%
10 YR --
1 YR RETURN 4.26%
3 YR 8.09%
5 YR 13.32%
10 YR 6.92%
Description
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. The fund generally invests at least 80% of its net assets in stocks that are included in the index. It generally gives the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index. It may concentrate its investments in an industry or group of industries to the extent that its comparative index is also so concentrated.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Total Stock Market Index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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