The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The index includes the stocks of 500 leading U.S. publicly traded companies from a broad range of industries. The fund is non-diversified.
Schwab funds can be purchased directly through their website, typically with no transaction fee.0
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Schwab® S&P 500 Index Fund
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SWPPX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWPPX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab® S&P 500 Index Fund
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Pre-filled with SWPPX's historical average return
Important: This projection uses simplified assumptions based on SWPPX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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SWPPX is the ticker symbol for Schwab® S&P 500 Index Fund, a Large Blend mutual fund managed by Schwab. The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The index includes the stocks of 500 leading U.S. publicly traded companies from a broad range of industries. The fund is non-diversified.
SWPPX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
SWPPX has posted a 1-year return of +21.69%, 3-year return of +20.38%, 5-year return of +13.26%, 10-year return of +15.02%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWPPX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWPPX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.