This article was updated on Feb. 7, 2017 and originally published Jun 22, 2016. Trailing Returns (%) Vs. Benchmarks. Summary Objective. 1-Month-2.12% 11.08%. R-Squared—Reflects the percentage of a portfolio’s movements that are explained by movements in an index. 3-Month 1.05% 5.24%. 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. 5 … Type: Mutual Funds Symbol: SWTSX Net Expense Ratio: 0.030%. Highlights. March 13 edited March 13. Fund details, performance, holdings, distributions and related documents for SWPPX Schwab S&P 500 Index Fund. Charles Schwab has a lot of low cost investing options. 1-Year 9.94% 14.42%. Perhaps their miniscule fee of 0.03% is here reflected. For a quick and dirty primer on index funds, click here. Charles Schwab … In this video, I look at 4 good index funds that are low cost and well-diversified. Mona . 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. Why would this be? calculated by regressing a portfolio’s excess returns vs. Treasury bills (a relatively risk-free investment) to a market index’s excess returns vs. Treasury bills. UPDATE: As of August 1, 2018, Fidelity no longer has different levels of S&P 500 Index funds.Across all Fidelity index funds, they now offer the single lowest-cost share class to all investors regardless of investment size. SWTSX 0.03%: VTSAX 0.04% $5M Investment SWTSX 0.03%: VITSX 0.03% S&P 500® Index: Schwab® S&P 500 Index Fund: Vanguard 500 Index Fund: $3K Investment SWPPX 0.02%: VFIAX 0.04% $5M Investment SWPPX 0.02%: VINIX 0.035% 4: Large-Cap Core: Schwab 1000 Index® Fund A straightforward, low-cost fund with no investment minimum; I have used market watch fund comparison page to compare VTSMX and SWTSX and also to compare VFINX and SWPPX with the clear, if small advantage, consistently going to Schwab. Return SWTSX Category. YTD 2.97% 11.40%. johnN. See Schwab® S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. 3-Year 9.91% 10.90%. Therefore, the Premium class above no longer exists and is now known as Fidelity 500 Index Fund (FXAIX), the expense ratio is .015%, the lowest of all companies I’m aware of. 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