Compare Funds: SWPPX vs. SWTSX
SWPPX
SWTSX
Comparison
Average Return
In the past year, SWPPX returned a total of 31.25%, which is slightly lower than SWTSX's 31.58% return. Over the past 10 years, SWPPX has had annualized average returns of 14.99%, compared to 14.45% for SWTSX. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.52% |
| 2 | AAPL | Apple Inc. | 6.61% |
| 3 | MSFT | Microsoft Corporation | 4.88% |
| 4 | AMZN | Amazon.com, Inc. | 3.61% |
| 5 | GOOGL | Alphabet Inc. | 2.97% |
| 6 | AVGO | Broadcom Inc. | 2.60% |
| 7 | GOOG | Alphabet Inc. | 2.38% |
| 8 | META | Meta Platforms, Inc. | 2.22% |
| 9 | TSLA | Tesla, Inc. | 1.86% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.56% |
| 11 | JPM | JPMorgan Chase & Co. | 1.41% |
| 12 | LLY | Eli Lilly and Company | 1.29% |
| 13 | XOM | Exxon Mobil Corporation | 1.26% |
| 14 | JNJ | Johnson & Johnson | 1.05% |
| 15 | WMT | Walmart Inc. | 0.97% |
| 16 | V | Visa Inc. | 0.90% |
| 17 | COST | Costco Wholesale Corporation | 0.79% |
| 18 | MA | Mastercard Incorporated | 0.72% |
| 19 | NFLX | Netflix, Inc. | 0.72% |
| 20 | CVX | Chevron Corporation | 0.69% |
| 21 | ABBV | AbbVie Inc. | 0.68% |
| 22 | MU | Micron Technology, Inc. | 0.68% |
| 23 | PG | The Procter & Gamble Company | 0.60% |
| 24 | PLTR | Palantir Technologies Inc. | 0.59% |
| 25 | AMD | Advanced Micro Devices, Inc. | 0.59% |
| View SWPPX holdings | |||
| SWTSX - Schwab Total Stock Market Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 6.71% |
| 2 | AAPL | Apple Inc. | 5.90% |
| 3 | MSFT | Microsoft Corporation | 4.35% |
| 4 | AMZN | Amazon.com, Inc. | 3.22% |
| 5 | GOOGL | Alphabet Inc. | 2.65% |
| 6 | AVGO | Broadcom Inc. | 2.32% |
| 7 | GOOG | Alphabet Inc. | 2.12% |
| 8 | META | Meta Platforms, Inc. | 1.98% |
| 9 | TSLA | Tesla, Inc. | 1.65% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.39% |
| 11 | JPM | JPMorgan Chase & Co. | 1.25% |
| 12 | LLY | Eli Lilly and Company | 1.15% |
| 13 | XOM | Exxon Mobil Corporation | 1.12% |
| 14 | JNJ | Johnson & Johnson | 0.93% |
| 15 | WMT | Walmart Inc. | 0.86% |
| 16 | V | Visa Inc. | 0.80% |
| 17 | COST | Costco Wholesale Corporation | 0.70% |
| 18 | MA | Mastercard Incorporated | 0.64% |
| 19 | NFLX | Netflix, Inc. | 0.64% |
| 20 | CVX | Chevron Corporation | 0.61% |
| 21 | ABBV | AbbVie Inc. | 0.61% |
| 22 | MU | Micron Technology, Inc. | 0.60% |
| 23 | PG | The Procter & Gamble Company | 0.53% |
| 24 | PLTR | Palantir Technologies Inc. | 0.53% |
| 25 | AMD | Advanced Micro Devices, Inc. | 0.53% |
| View SWTSX holdings | |||