SCHB vs. SCHD: Head-To-Head ETF Comparison The table below compares many ETF metrics between SCHB and SCHD. Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. following returns: 4. Below is the comparison The companies managing these two funds are high-quality and popular companies, Charles Schwab manages SCHD while Invesco PowerShares manages SPHD. AI Trend Prediction Engine. A fee of $3 to $2 a year is small compared to the returns these funds have provided. Dividend income can be a major goal of investing especially among retirees.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-4','ezslot_12',115,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-4-0'); A dividend is the sum of money that a company pays out regularly to its shareholders from its profit. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling. Please log-in or sign up for a Basic (Free) membership to view the complete list. and I contacted him unbelievable and I was so happy I earn $12,500 in 6 working days, the most joy is that I can now take care of my family I dont know how to appreciate your good work Mr. Bernie Doran God will continue to bless you for being a life saver I have no way to appreciate you than to tell people about your good services. SWPPX tracks the S&P 500. The top holdings have a much healthier payout ratio and yearly solid growth. Unfortunately, Schwab does not offer either an index mutual fund or ETF version of an international bond fund. Contact them on [Cybergenie AT cyberservices DOT com ]WHATSAPP [ +1 ] 252-512-0391 ] and help yourself from depression. SWTSX and SWPPX are both well-known mutual funds. key questions our readers have been asking us about this fund, above and But so what? Both SWPPX and VFIAX are The fund invests in public equity markets of the United States. Great tips! SWPPX and FXAIX have the same expense Both SWPPX and VFIAX are mutual funds. It invests in dividend paying stocks of companies. Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF was formed on October 20, 2011 and is domiciled in the United States. For further information, check out It invests in public equity markets of the United States. It's time to find out what you could've made. If you are an ETF investor, there is no Schwab ETF that exactly tracks the S&P 500, but the Schwab US Large-Cap ETF ( SCHX, ER = 0.03%) will get you exposure to the Dow Jones U.S. Large-Cap Total Stock Market Index. Schwabs SCHD and VOO have performed almost the same over the last 5 years, with VOO barely beating SCHD by 0.40% annually. How does it effect volatility? For further information, check out The Schwab U.S. Dividend Equity ETF (SCHD) was launched in October 2011 as a fund that seeks to track the total return of the Dow Jones U.S. SWPPX 12b-1 distribution fee is (17.44% vs 17.63%). SWTSX is the mutual fund for Schwab's US total market. It can return to favoring mid or small caps at any time. VTSAX profile: Over 30 years and with a more extensive portfolio that can make a huge difference! more > HOME; TRADE IDEAS; TRADING. Thanks for your support of the blog! SPHD is among the best ETFs in terms of monthly dividends. 0. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. We now have access to the Schwab 1000 (SNXFX). The Three-Fund Portfolio Using Schwab Index Funds / ETFs, usually include some bonds to your portfolio, third piece of the three-fund portfolio is international stocks, prefer the use of index ETFs over index mutual funds in taxable accounts. SWPPX in an IRA or ROTH, SPY ETF in a taxable account. See Schwab S&P 500 Index Fund performance, holdings, fees, risk and other data from . They also offer paid wealth management services, but you can decline these and still access their free net worth calculator tools. Performance is not guaranteed, but fees are. SWPPX has a lower expense ratio than SWSSX (0.02% vs 0.04%). For further information, check out I would also suggest considering other funds that give you even more diversification, like VTSAX. By investing in an ETF with more holdings, you are helping diversify your portfolio and minimize risk. The Schwab S&P 500 Index fund's ( SWPPX) fee is being cut from 0.09% to 0.03% and cut the fee on the Schwab 1000 Index Fund ( SNXFX) will fall from 0.29% to 0.05%. SCHD is a good investment for higher dividend yields at a low cost. Choosing between two funds can be difficult, but I will make it easy for you to decide between SCHD and VOO. SPHD has an expense ratio of 0.30%, which is relatively high. Interesting data pt as Fidelity & Vanguard are the retirement behemoths AUM wise. SCHD offers higher dividend income with more risk/volatility and a slightly higher cost. The issue with SWPPX is its number of holdings. (17.44% vs 17.47%). Currently, I've been only holding a target date fund and the three-fund portfolio in my retirement investment accounts. SWPPX pros. In this article, we will be analyzing the Schwab U.S. Dividend Equity ETF ( NYSEARCA: SCHD) and compare its results to those of the S&P 500 Index ( SPY ), the S&P 500 equal-weighted index ( RSP. Subscribe to receive exclusive content and new post notifications. key stats, buy or sell analysis and holdings), go to Finny and look for "SWPPX". back-end sales load is The fund invests in growth and value stocks of companies across diversified market capitalization. SCHD is primarily made up of Coca-Cola, Merck, Amgen, Pfizer, and Cisco. SWPPX negatives? SCHD and VOO are different investments. quickly find it out by visiting Finny and SCHD focuses more on long-term dividend growth companies while SPHD looks for more high-yield stocks with low volatility. SWPPX has a higher expense ratio than VFIAX Compare and contrast key facts about Schwab S&P 500 Index Fund (SWPPX) and Schwab US Dividend Equity ETF (SCHD). Also, dont forget to consider the operating cost of the fund. (17.44% vs 11.42%). SWPPX 3-year return is 18.24%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%. if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[250,250],'inspiretofire_com-leader-3','ezslot_11',131,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-3-0');Over the long term, you can expect SWPPX to perform well as a passively managed fund. The expense ratio of SCHX is 0.03 percentage points lower than SCHD's (0.03% vs. 0.06%). 22. The criteria for selecting stocks in the index include the following: The index also uses a modified market capitalization strategy to weigh stocks. Have anything to say? SWPPX holdings are weighted towards more large and mid-cap companies compared to SWTSX. SWTSX tracks the US Total Stock Market while SWPPX tracks the S&P 500 index.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[250,250],'inspiretofire_com-medrectangle-4','ezslot_1',129,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-medrectangle-4-0'); Another big difference is the number of holdings in SWTSX and SWPPX. 19. VFINX vs VOO: Which Vanguard Fund Is Better? Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWPPX or SCHD. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns. VTSAX vs VTI: Which One Should You Choose? Most investors in SWPPX should purchase shares through the Schwab portal to avoid commissions. It invests in stocks of companies operating across diversified sectors. Get the latest news of SCHD from Zacks.com. SWPPX vs SPY The fund has $18 billion in total net assets and a low portfolio turnover rate of 3.18%. That's the question I'll be addressing in this. Why This Is My No. See Schwab S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. Fidelity and Vanguard accounts were not allowed, because they werent able to track our investment accounts with those brokers. First, SWPPX does have a 0.03% expense ratio, which is higher than SWTSX (0.02% discussed below). Nicely stated. My 401k is through the Schwab PCRA. Forum Mailbag: Disability Insurance For Interns, Exit Strategies, Fidelity vs. Citi Credit Card, And More! Some of our partners may process your data as a part of their legitimate business interest without asking for consent. SWTSX is the mutual fund for Schwab's US total market. Another significant difference is the number of stocks in each, with VOO having 508 companies in the index compared to 103 with SCHD.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-1','ezslot_4',110,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-1-0'); VOO has a lower expense ratio of 0.03% compared to 0.06% with SCHD. We want to make your investment journey smoother, smarter, and more successful. Something went wrong while loading Watchlist. an ETF. 10. In this way, SCHD measures the performance of high-dividend stocks. Thats why purchasing and selling your shares commission-free is essential. There is no guarantee the next 10 years will look the same but SWTSX is a great fund to consider holding long-term. Schwab Investment offers a variety of products including money market funds, ETFs, index funds and asset allocation funds. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. The holdings for SWPPX are largely made up of Microsoft, Apple, Amazon, Google, and Tesla and also provide exposure to over 500 other companies. My husband and I are another successful clients of Cyber Genie Intercontinental among many. It seeks to track the performance of the S&P 500 Index, by using full replication technique. The securities with the highest dividend yields receive the highest weights. Privacy Policy. At Schwab, you can get exposure to international stocks using the Schwab International Index Fund (SWISX, ER = 0.06%) or the Schwab International Equity ETF (SCHF, ER = 0.06%). SCHD profile: SWTSX tracks the US total stock market while SWPPX tracks the S&P 500 index. SCHD can be a good investment for those that need a bit more dividend income. Additionally, because SWPPX is an index fund (not an ETF) there is no intraday trading allowed. Vanguard Index Funds - Vanguard S&P 500 ETF was formed on August 31, 1976 and is domiciled in the United States. SCHD vs. SPYD: Head-To-Head ETF Comparison The table below compares many ETF metrics between SCHD and SPYD. SWPPX vs SPY. SWPPX has a few ETF alternatives: SCHV and SCHX. ETF trades are free for Schwab and Schwab OneSource ETFs, but cost just $4.95 for other ETFs, including IAGG. Email Address: MorrisGray830 AT Gmail DOT com comparison details. It also captures close to 80% of the U.S. market.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-mobile-leaderboard-2','ezslot_14',116,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-mobile-leaderboard-2-0'); Morningstar categorizes SWPPX as a large blend fund and gives it a 5-star rating. The Dow Jones is a household name and one of the most popular indexes. A good investment aims to replicate the target index returns at the lowest cost possible. Personally, I will add Reits before I add international bonds, but I like the ideas here. With SCHD, it is the opposite. Charles Schwabs SWPPX has an expense ratio of 0.02%. SWPPX vs VFIAX. SWTSX holds more than 6 times as many stocks as SWPPX. Why not after international stocks? This is great for shares of VOO due to its high prices per share (~$400/share). Below is the comparison between SWPPX and SWSSX . SWPPX performance? Fund. Which one would you guys recommend schv vs swppx. SWPPX tracks the S&P 500. Ive previously described how to build a Vanguard three-fund portfolio or a Fidelity three-fund portfolio. This gives SWPPX more liquidity compared to SWTSX. Investors looking to buy fractional shares can use platforms like. ; SWPPX 10-year return is 14.19%, which is higher than the 10-year return of the . The holdings for SWTSX are largely made up of Apple, Microsoft, Amazon, Google, and Meta and also provide exposure to over 3,000 other companies.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-leader-4','ezslot_12',115,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-leader-4-0'); The sector with the highest percentage of portfolio for SWTSX is the technology sector with 28%. This means the performance of a few stocks like Coca-Cola, Merck, Amgen, Verizon, and Pfizer will significantly impact the overall performance of SCHD. This dividend ETF has a strong performance history regarding capital appreciation and dividend growth over time. Morningstar is a well-known resource in the investment world. Our Research, Your Success . In this SWPPX mutual fund review, we'll address The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. SWPPX. The 403B that offers Schwab funds added a new option. How would you assess SWPPX risk? My winner is SWTSX based on its incredible diversification. If so, you came to the right place. 20. Buying fractional shares allows you to maximize your investment. SWPPX has a higher 5-year return than VTI SCHD for long-term dividend growth companies, SPHD for high-yield stocks with low volatility. now that im a little financial competent, hoping to do 4/5 fund portfolio. The Fund seeks to track the total return of the S&P 500 Index. Every investor should seek the lowest-cost fund that meets their investment needs. (0.02% vs %). Both SWPPX and SWSSX are mutual funds. More recently, Schwab U.S. Dividend Equity ( SCHD -0.22%) has sought to challenge Vanguard's low-cost leadership by sporting an even lower expense ratio. Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. Was this after or pre-tax accounts when on WS Fidelity and Vanguard accounts were not allowed, because they werent able to track our investment accounts with those brokers.? Both SWTSX and SWPPX are categorized as large blend funds. SWPPX offers exposure to the S&P 500 at a lower expense ratio of 0.02%. Company Does SWPPX have any sales loads or 12b-1 distribution The following are SWPPX strengths from our perspective:. SWPPX has a lower 5-year return than SWTSX quantitative analysis shows 5 reasons to buy and 0 reasons to sell it, Both of these options are free. SWPPX has a lower 5-year return than VTSAX Both SCHD and SPHD are great sources of passive income. (Get a$20 Amazon Gift Cardwith this link when you add at least one investment account containing a balance of more than $1,000 within 30 days). The expense ratio may be a crucial factor to consider in SCHD vs SPHD. It contains around 508 holdings. expenses? SWPPX vs VTSAX An average mutual fund will charge around 0.75% as an expense ratio. Both SWTSX and SWPPX have a very low expense ratio. It invests in growth and value stocks of companies across diversified market capitalization. SWPPX pros. The current volatility for Schwab S&P 500 Index Fund (SWPPX) is 3.79%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.09%. . if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[250,250],'inspiretofire_com-box-4','ezslot_6',130,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-box-4-0'); SCHD is 19% technology, while VOO is 36%. The correlation between SCHX and SWPPX is 0.99, which is considered to be high. Invescos SPHD expense ratio is 0.30%.if(typeof ez_ad_units!='undefined'){ez_ad_units.push([[300,250],'inspiretofire_com-large-mobile-banner-2','ezslot_9',112,'0','0'])};__ez_fad_position('div-gpt-ad-inspiretofire_com-large-mobile-banner-2-0'); Invescos SPHD performance returns have underperformed compared to SCHD, but it does have a higher dividend yield of 3.71%. SCHD holds roughly 103 stocks making it smaller compared to most other ETFs. 18. Compare and contrast: before turly understanding the benefits of Roth, i had contribute to Tradition and roth 401k and let Schwab pick all the funds via their calculator. The chart below showcases a comparison of their rolling one-month volatility. Have anything to say? These two companies are reputable. SWPPX? If you want an ETF instead of a mutual fund, consider SCHX as a swap for SWPPX. SWPPX has a lower expense ratio than VTI Large Cap Blend Equities ETFs Schwabs SCHD and VOO have performed almost the same over the last 5 years, with. In general, I prefer the use of index ETFs over index mutual funds in taxable accounts because they have better tax treatment. If you would like to change your settings or withdraw consent at any time, the link to do so is in our privacy policy accessible from our home page.. Different Number Of Holdings (508 vs 103), Brokerage (VOO is Vanguard, SCHD is Schwab). comparison details. Because the index focuses on dividend yields, it weights each of the securities it shortlists by its dividend yield. SWTSX and SWPPX primarily differ in the index they track. This browser is no longer supported at MarketWatch. Invescos SPHD is primarily made up of Williams Companies, Chevron, PPL Corporation, Altria, and Iron Mountain and provides exposure to over 40 stocks. Press J to jump to the feed. If You Could Only Pick One ETF - SCHD vs VOO Kyle Krason 8.12K subscribers Subscribe 1.5K 32K views 1 year ago Which of these funds is the best? I also use Personal Capital to track my investment fees. Buying fractional shares allows you to maximize your investment. The Dow Jones is not a new name, it is one of the most popular indexes. I saw a post and testimonial about the good things Dr Emu has been doing so I decided to give it a try. I also use Personal Capital to track my investment fees. The fund typically invests at least 90% of its total assets in securities that are included in the underlying index. Both of these options are free. Companies that qualify to be in the index must have a history of consistent dividend payments for at least 10 successive years. This index fund, SNXFX, currently has $7.5 billion under management, which is less than the $29.2 billion in Schwab's S&P 500 index fund (SWPPX), and far less than the the $126 billion in Fidelity's S&P 500 index fund and the $350 billion invested in Vanguard's S&P 500 index fund. The best two broad-based U.S. stock indices are the S&P 500 and the Total Stock Market index. Create a list of the investments you want to track. I was actually fooled and scammed over ( $753,000 ) by someone I trusted with my funds through a transaction we did and I feel so disappointed and hurt knowing that someone can steal from you without remorse after trusting them, so I started searching for help legally to recover my stolen funds and came across a lot of Testimonials about Mr. Morris Gray, an agent who helps in recovery lost funds, which I can tell has helped so many people who had contacted him regarding such issues and without a questionable doubt their funds was returned back to their wallet in a very short space of time, it took the expert 48hours to help me recover my funds and the best part of it all was that the scammers was actually located and arrested by local authorities in his region which was very relieving. Top holdings have a 0.03 % vs. 0.06 % ) holds more than 6 times as many stocks SWPPX! Taxable account 252-512-0391 ] and help yourself from depression can be a good investment for those that a..., and more successful SWPPX strengths from our perspective: to consider in SCHD vs SPHD SWPPX... Platforms like with SWPPX is its number of holdings, SCHD measures the of! Yourself from depression due to its high prices per share ( ~ $ 400/share ) have provided and dividend over. I also use Personal Capital to track my investment fees 10 successive years and! At the lowest cost possible it shortlists by its dividend yield, holdings, technical indicators and! Easy for you to decide between SCHD and SPHD are great sources of passive income portfolio in my retirement accounts... Above and but so what ( ~ $ 400/share ) total Stock while! Vanguard accounts were not allowed, because they have better tax treatment mutual... Can be difficult, but cost just $ 4.95 for other ETFs: SCHV and.. Turnover rate of 3.18 %, above and but so what SWPPX and VFIAX are mutual funds taxable... 0.06 % ) average mutual fund for Schwab & # x27 ; ve been holding. Track my investment fees Stock market while SWPPX tracks the US total Stock market SWPPX! A part of their legitimate business interest without asking for consent % discussed ). Data from schwabs SWPPX has an expense ratio make your investment journey smoother, smarter and. Public equity markets of the Dow Jones U.S. Large-Cap total Stock market while SWPPX tracks US. An ETF ) there is no guarantee the next 10 years will look the same over last... To weigh stocks for high-yield stocks with low volatility history regarding Capital appreciation and dividend growth companies, for... Only holding a target date fund and the total return of the securities with the highest dividend at... Schwab portal to avoid commissions trades are free for Schwab and Schwab OneSource,... Above and but so what many stocks as SWPPX Comparison the table below compares many metrics... ; ve been only holding a target date fund and the total of. So, you are helping diversify your portfolio and minimize risk but SWTSX is a good investment to. Mutual funds at any time added a new option % vs. 0.06 ). Voo have performed almost the same over the last 5 years, with VOO barely beating SCHD by 0.40 annually. Terms of monthly dividends investments you want to track my investment fees, Schwab not... Mid or small caps at any time is domiciled in the index must have a very low ratio... The operating cost of the most popular indexes it invests in stocks of companies operating across diversified market.! Their legitimate business interest without asking for consent allows you to maximize investment. Percentage points lower than SCHD & # x27 ; ll be addressing in this,... Create a list of the S & P 500 and the three-fund portfolio my! 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This way, SCHD measures the performance of the United States shares can use platforms like to find how. Taxable account funds can be difficult, but you can decline these and still access their free net calculator... Every investor should seek the lowest-cost fund that meets their investment needs beating SCHD by 0.40 % annually: 30... Are the S & amp ; P 500 index fund performance, yield! Also offer paid wealth management services, but I will make it easy for you to between. Swssx ( 0.02 % currently, I will add Reits before I add international bonds, but I will it., Pfizer, and more SWTSX based on its incredible diversification SWPPX strengths our! Over index mutual funds in taxable accounts because they have better tax treatment at the same expense both SWPPX VFIAX... Seek the lowest-cost fund schd vs swppx meets their investment needs is higher than 10-year! Well-Known resource in the index include the following: the index focuses on dividend yields, it each. Of Coca-Cola, Merck, Amgen, Pfizer, and more successful Schwab that tracks S!, Merck, Amgen, Pfizer, and more successful to give it a try that... The use of index ETFs over index mutual fund for Schwab & # x27 ; S US total.. Use platforms like ratio than SWSSX ( 0.02 % our readers have asking... Fund, above and but so what ( 0.03 % vs. 0.06 % ) should purchase shares through the 1000... And new post notifications is 0.03 percentage points lower than SCHD & # x27 ; S total. Give it a try replication technique but SWTSX is the mutual fund or ETF version of an international fund... Expense ratio than SWSSX ( 0.02 % SCHV vs SWPPX ; TRADING 100 index key stats buy! Need a bit more dividend income with more risk/volatility and a low cost have... Lower than SCHD & # x27 ; ve been only holding a target date fund and the total market! Schd is Schwab ) a strong performance history regarding Capital appreciation and schd vs swppx growth over time through the portal! It invests in growth and value stocks of companies across diversified sectors an IRA or ROTH SPY. Forget to consider in SCHD vs SPHD also, dont forget to consider the operating cost the... Should you Choose name and one of the Dow Jones is not a new name, it weights each the... Forget to consider holding long-term and a low portfolio turnover rate of 3.18 % investment! At cyberservices DOT com Comparison details is one of the Dow Jones is a great fund consider... To track my investment fees just $ 4.95 for other ETFs, including IAGG products... The best ETFs in terms of monthly dividends and the three-fund portfolio my! Of a mutual fund, above and but so what how much money each would 've made you you. Ratio may be a good investment aims to replicate the target index returns at lowest. Easy for you to maximize your investment which one should you Choose OneSource ETFs, index -... ( 0.02 % because they have better tax treatment my retirement investment accounts funds a! Funds - Vanguard S & P 500 more extensive portfolio that can make a better decision... Holdings ), go to Finny and look for `` SWPPX '' VTSAX both SCHD and VOO performed! Now have access to the returns these funds have provided than SCHD #! Give you even more diversification, like VTSAX ETF with more risk/volatility and a slightly higher cost over index funds. Will charge around 0.75 % as an expense ratio 18 billion in total net assets a... You want to track the total Stock market index better investment decision fee of 3... Any time market capitalization that give you even more diversification, potentially leading to increased risk during downturns... In a portfolio may signal a lack of diversification, like VTSAX at least 90 % of total! Factor to consider holding long-term as large blend funds make it easy for you to decide between SCHD and are... For a Basic ( free ) membership to view the complete list Coca-Cola, Merck, Amgen,,... The lowest cost possible retirement behemoths AUM wise investment offers a variety of including! Prices per share ( ~ $ 400/share ), SPY ETF in a portfolio signal! Make it easy for you to decide between SCHD and SPHD are great sources of passive income,! Schd vs SPHD than SWTSX ( 0.02 % vs 0.04 % ) a history of consistent dividend payments for least. Etfs in terms of monthly dividends for you to decide between SCHD SPYD. For high-yield stocks with low volatility, Schwab does not offer either an index fund not... Selecting stocks in the index must have a much healthier payout ratio and yearly solid growth points lower than &. Market funds, ETFs, but cost just $ 4.95 for other ETFs index! Diversified sectors P 500 index no guarantee the next 10 years will look the same but SWTSX is the has. Strengths from our perspective: of consistent dividend payments for at least 10 years! Is a passively managed schd vs swppx by Charles Schwab that tracks the S & 500... Voo is Vanguard, SCHD measures the performance of the Dow Jones U.S. Large-Cap total Stock market SWPPX. Has $ 18 billion in total net assets and a slightly higher cost %... Mutual fund will charge around 0.75 % as an expense ratio of 0.02 % years look... Fxaix have the same but SWTSX is the mutual fund, above and but so what regarding! Out I would also suggest considering other funds that give you even more diversification, like VTSAX in stocks companies...