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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. Charles Schwab has a lot of low cost investing options. For a quick and dirty primer on index funds, click here. Highlights. 3-Year 9.91% 10.90%. 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. Mona . 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. Perhaps their miniscule fee of 0.03% is here reflected. In this video, I look at 4 good index funds that are low cost and well-diversified. Summary Objective. 1-Month-2.12% 11.08%. Type: Mutual Funds Symbol: SWTSX Net Expense Ratio: 0.030%. johnN. Comments. YTD 2.97% 11.40%. A total stock market index fund is a mutual fund or exchange traded fund (ETF) that tracks an equity index such as the Russell 3000 Index, the S&P 500, or … Fund details, performance, holdings, distributions and related documents for SWPPX Schwab S&P 500 Index Fund. A straightforward, low-cost fund with no investment minimum; Why would this be? Hi @_Mona, think has to do w/ cost and your personal perference. 5 … March 13 edited March 13. 3-Month 1.05% 5.24%. 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. 1-Year 9.94% 14.42%. 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. R-Squared—Reflects the percentage of a portfolio’s movements that are explained by movements in an index. Trailing Returns (%) Vs. Benchmarks. 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 Charles Schwab … See Schwab® S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. This article was updated on Feb. 7, 2017 and originally published Jun 22, 2016. Return SWTSX Category. Fund analysts in one place fund analysts in one place your personal perference, distributions and related documents SWPPX! Symbol: SWTSX Net Expense Ratio: 0.030 % ( SWPPX ) mutual ratings! 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