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Schwab Index Funds & ETFs

  • Lowest costs in the industry with no minimums—Schwab market cap index funds and ETFs are up to 80% less than comparable funds at Vanguard and 70% less than Fidelity.
  • Everyone pays the same—Whether you have $5 or $5 million to invest, you get the same low cost for Schwab market cap index funds.

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Mutual fund costs

Here’s how Schwab market cap index fund costs compare.1Expand/Collapse

Schwab Vanguard Fidelity
Multi-Cap Core
Schwab Total Stock Market Index Fund® Vanguard Total Stock Market Index Fund Fidelity Total Stock Market Index Fund
$3K Investment SWTSX0.03% VTSMX 0.15% FSTMX 0.09%
$10K Investment SWTSX0.03% VTSAX 0.04% FSTVX 0.035%
$5M Investment SWTSX0.03% VITSX 0.035% FSKTX 0.03%
S&P 500® Index
Schwab® S&P 500 Index Fund Vanguard 500 Index Fund Fidelity 500 Index Fund
$3K Investment SWPPX0.03% VFINX 0.14% FUSEX 0.09%
$10K Investment SWPPX0.03% VFIAX 0.04% FUSVX 0.035%
$5M Investment SWPPX0.03% N/A FXSIX 0.03%
Large-Cap Core
Schwab 1000 Index® Fund Vanguard Large-Cap Index Fund Fidelity
$3K Investment SNXFX0.05% VLACX 0.18% N/A
$10K Investment SNXFX0.05% VLCAX 0.06% N/A
$5M Investment SNXFX0.05% VLISX 0.05% N/A

See more Schwab mutual funds Expand/Collapse

ETF costs

See how the costs of Schwab ETFs compare.2Expand/Collapse

Schwab Vanguard iShares
Domestic Equity ETFs
Multi-Cap Core SCHB 0.03% VTI 0.04% ITOT 0.03%
Large-Cap Core SCHK 0.05% VV 0.06% IWB 0.15%
Large-Cap Core SCHX 0.03% VV 0.06% IWB 0.15%
Large-Cap Growth SCHG 0.04% VUG 0.06% IUSG 0.05%
Large-Cap Value SCHV 0.04% VTV 0.06% IUSV 0.05%
Equity Income SCHD 0.07% VIG 0.08% N/A
Mid-Cap Core SCHM 0.05% VO 0.06% IJH 0.07%
Small-Cap Core SCHA 0.05% VB 0.06% IJR 0.07%
Real Estate SCHH 0.07% VNQ 0.12% USRT 0.08%

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Frequently asked questions

  • Why is Charles Schwab Investment Management lowering expenses and removing investment minimums across all Schwab index mutual funds?

    Schwab is committed to providing the quality products our partners and clients need, with competitive expenses. Schwab index mutual funds and ETFs now have the lowest expenses in the industry because a small difference in costs can make a big difference in your returns. And we’re removing investment minimums on index funds to make investing accessible for every investor.

  • I am an existing client in one or more Schwab index mutual funds or ETFs. What should I do to take advantage of the lower expenses?

    You don’t have to do anything. If you currently invest in one or more of Schwab’s index mutual funds (Fundamental Index® mutual funds not effective until 5/1) and ETFs, your total operating expenses will automatically be reduced to the new effective management fee on March 1, 2017.

    With the exception of Schwab Fundamental Emerging Markets Large Company Index Fund, all changes are pending shareholder approval of an Amended and Restated Investment Advisory and Administration Agreement. Fundamental Index is a registered trademark of Research Affiliates, LLC.

  • How is Charles Schwab Investment Management able to offer its index mutual funds and ETFs to clients at such low expense levels?

    We are able to offer these products at competitive expenses because of our scale and by improving efficiency through our operations.

  • Will the Schwab index mutual funds still be available on Schwab Mutual Fund and ETF OneSource® platforms?

    Yes. All of Schwab’s index mutual funds and ETFs will continue to be offered on the Mutual Fund OneSource and ETF OneSource platforms.

  • Have more questions?

    Call us at 877-375-2940 if you have more questions or need assistance.

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