For an extensive selection of index funds, look no further than Schwab. We provide experienced management and some of the lowest minimums and expenses available. Choose from our traditional market cap funds or our Fundamental Index* funds.
Why invest in equity index funds?
Index funds are mutual funds that track the performance of a specific index, such as the S&P 500® Index. Because portfolio decisions are rules based and transactions are infrequent, expenses tend to be much lower than those of actively managed mutual funds. Index funds offer long-term growth potential and reduced risk through market diversification.
What Schwab offers.
Schwab makes it easy to invest in a low-cost, diversified index fund portfolio that reflects your goals.
- Low costs. Our expenses are some of the lowest in the industry.
- No minimums.1 You can start investing in our competitively priced funds no matter how much you have to invest.
- Experienced management. Charles Schwab Investment Management is a leader in index fund management.
- Exclusive offerings. Charles Schwab Investment Management has an exclusive license to broadly offer investment companies tracking certain indexes of the Russell RAFI Index® Series.
Compare your options.
We offer traditional market cap index funds as well as our Fundamental Index funds. Both types of index funds offer lower turnover, low fees and expenses, and full market participation. There are a few key differences, though:
|Traditional Cap-Weighted Methodology||Fundamental Index Methodology|
||Weights companies in an index based on fundamental measures of company size:
This approach seeks to weight companies based on economic size, rather than how the market is currently valuing them.
Operating Expense Ratio
|SWPPX||Schwab® S&P 500 Index||Seeks to track the total return of the S&P 500® Index by investing in leading U.S. publicly traded companies from a broad range of industries.||0.03%|
|SWTSX||Schwab Total Stock Market Index®||Seeks to track the total return of the Dow Jones U.S. Total Stock Market IndexSM, which includes all U.S. headquartered equity securities with readily available price data.||0.03%|
|SNXFX||Schwab 1000 Index® Fund||Seeks to track the total return of the Schwab 1000 Index® by investing in the stocks of the 1,000 largest publicly traded companies in the United States.||0.05%|
|SWSSX||Schwab Small Cap Index Fund®||Seeks to track the total return of the Russell 2000® Index. This index includes the stocks of the 2,000 smallest companies listed in the Russell 3000® Index, that contains the 3,000 largest publicly traded companies in the U.S.||0.05%|
|SWISX||Schwab International Index Fund®||Seeks to track the total return of the MSCI EAFE Index, which includes stocks from the developed markets outside North America – Europe, Australasia, and the Far East.||0.06%|
Take the next step.
Open an Account or call 866-855-5637.
*Schwab is a registered trademark of Charles Schwab & Co., Inc. Fundamental Index is a registered trademark of Research Affiliates, LLC.
1. Minimums are subject to change.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can view, download, and print a prospectus. Please read the prospectus carefully before investing.
Investment value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.
The S&P 500 Index is an index of 500 widely traded stocks. It is not an investment product available for purchase.
Charles Schwab & Co., Inc. (the distributor of Schwab Funds) and Charles Schwab Investment Management, Inc. (the investment advisor) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.