SWTSX vs. VTSAX: How Do They Compare? (2023)

Two of the most popular index funds are SWTSX and VTSAX. They both track different benchmarks, with SWTSX following the Dow Jones U.S. Total Stock Market Index and VTSAX following the CRSP US Total Market Index.

When comparing the two, it’s important to consider their expense ratios, growth potential, holdings, and benchmark performance.

SWTSX has an expense ratio of 0.03% and VTSAX has an expense ratio of 0.04%. This means that for every $10,000 invested in SWTSX, you would pay $3 in annual fees. For VTSAX, you would pay $4 in annual fees. Both funds have low expense ratios, but SWTSX is slightly cheaper.

In terms of growth potential, both funds have historically had similar returns. Over the past 10 years, SWTSX has returned 12.03% per year and VTSAX has returned 12.11% per year.

SWTSX vs. VTSAX: Comparison Details

FundsSchwab Total Stock Market Index Fund®Vanguard Total Stock Market Index Fund Admiral Shares
3-year total return+12.36%+12.42%
3-year standard deviation20.01%19.98%
Min. initial investment0.00 USD3,000.00 USD
Net expense ratio0.03%0.04%
Total net assets16.86bn USD295.05bn USD
Morningstar categoryLarge BlendLarge Blend

SWTSX vs. VTSAX: Which one is better?

There are many factors to consider when choosing between SWTSX and VTSAX. Both are excellent index funds, but each has its own strengths and weaknesses.

SWTSX and VTSAX are index funds for the global stock market. This means that you get exposure to companies outside of the U.S.

SWTSX has a lower expense ratio than VTSAX, which means it costs less to invest in SWTSX. However, VTSAX has a higher return on investment than SWTSX.

Ultimately, it depends on your investment goals as to which fund is better for you. Both funds are incredibly similar.

Diego, a seasoned financial analyst in New York, brings a decade of expertise to guiding financial decisions. As a blogger for UseFidelity.com, he simplifies finance, offering insights on Fidelity Investments. Beyond numbers, he explores NYC's culture and enjoys capturing moments through his photography.

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