Compare Funds: SWPPX vs. SWTSX
SWPPX
SWTSX
Comparison
Average Return
In the past year, SWPPX returned a total of 24.89%, which is slightly lower than SWTSX's 25.18% return. Over the past 10 years, SWPPX has had annualized average returns of 15.37%, compared to 14.85% for SWTSX. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.79% |
| 2 | AAPL | Apple Inc. | 6.40% |
| 3 | MSFT | Microsoft Corporation | 4.86% |
| 4 | AMZN | Amazon.com, Inc. | 4.16% |
| 5 | GOOGL | Alphabet Inc. | 3.60% |
| 6 | AVGO | Broadcom Inc. | 3.18% |
| 7 | GOOG | Alphabet Inc. | 2.87% |
| 8 | META | Meta Platforms, Inc. | 2.15% |
| 9 | TSLA | Tesla, Inc. | 1.72% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.40% |
| 11 | JPM | JPMorgan Chase & Co. | 1.36% |
| 12 | LLY | Eli Lilly and Company | 1.19% |
| 13 | XOM | Exxon Mobil Corporation | 1.04% |
| 14 | MU | Micron Technology, Inc. | 0.94% |
| 15 | WMT | Walmart Inc. | 0.93% |
| 16 | AMD | Advanced Micro Devices, Inc. | 0.93% |
| 17 | V | Visa Inc. | 0.89% |
| 18 | JNJ | Johnson & Johnson | 0.89% |
| 19 | COST | Costco Wholesale Corporation | 0.72% |
| 20 | INTC | Intel Corporation | 0.71% |
| 21 | CAT | Caterpillar Inc. | 0.67% |
| 22 | MA | Mastercard Incorporated | 0.66% |
| 23 | NFLX | Netflix, Inc. | 0.64% |
| 24 | ABBV | AbbVie Inc. | 0.60% |
| 25 | CVX | Chevron Corporation | 0.58% |
| View SWPPX holdings | |||
| SWTSX - Schwab Total Stock Market Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 6.92% |
| 2 | AAPL | Apple Inc. | 5.68% |
| 3 | MSFT | Microsoft Corporation | 4.32% |
| 4 | AMZN | Amazon.com, Inc. | 3.69% |
| 5 | GOOGL | Alphabet Inc. | 3.19% |
| 6 | AVGO | Broadcom Inc. | 2.82% |
| 7 | GOOG | Alphabet Inc. | 2.55% |
| 8 | META | Meta Platforms, Inc. | 1.91% |
| 9 | TSLA | Tesla, Inc. | 1.53% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.24% |
| 11 | JPM | JPMorgan Chase & Co. | 1.20% |
| 12 | LLY | Eli Lilly and Company | 1.06% |
| 13 | XOM | Exxon Mobil Corporation | 0.92% |
| 14 | MU | Micron Technology, Inc. | 0.83% |
| 15 | WMT | Walmart Inc. | 0.82% |
| 16 | AMD | Advanced Micro Devices, Inc. | 0.82% |
| 17 | V | Visa Inc. | 0.79% |
| 18 | JNJ | Johnson & Johnson | 0.79% |
| 19 | COST | Costco Wholesale Corporation | 0.64% |
| 20 | INTC | Intel Corporation | 0.63% |
| 21 | CAT | Caterpillar Inc. | 0.59% |
| 22 | MA | Mastercard Incorporated | 0.58% |
| 23 | NFLX | Netflix, Inc. | 0.56% |
| 24 | ABBV | AbbVie Inc. | 0.53% |
| 25 | CVX | Chevron Corporation | 0.52% |
| View SWTSX holdings | |||