The investment seeks to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM. It generally gives the same weight to a given stock as the index does. Bonds provide income with less volatility in a portfolio. For additional information about the indices and terms shown, please visit www.schwabfunds.com/glossary. Schwab U.S. Broad Market ETF has a low expense ratio of 0.03% with a total AUM of $13 billion. SWTSX - Schwab Total Stock Market Index Fund Family Name: Schwab Funds Expense Ratio: 0.09% ETFdb.com Category: All Cap Equities Benchmark Index Name: Dow Jones U.S. Total Stock Market Index Benchmark Index Description: The Dow Jones U.S. Total Stock Market Index is a float-adjusted market … Fund data provided by Xignite and Morningstar. Fund characteristics which use a benchmark in their calculations use each Fund's primary benchmark. Using this correlation calculator by BuyUpside, the correlation between VTI (Vanguard’s Total Stock Market ETF), and VOO (Vanguard’s S&P 500 ETF) is 99.96%. Usage will be monitored. Market data provided by Xignite. These Fidelity retirement funds will help get your Fidelity 401(k) in top performance shape. The first building block of your index fund portfolio is … For Schwab ETFs: Quotes are delayed by at least 15 minutes. The Dow Jones U.S. Total Stock Market Index is a product of S&P Dow Jones Indices LLC and/or its affiliates, and has been licensed for use by Charles Schwab Investment Management, Inc. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. Any fund holdings shown should not be considered a recommendation of any security by the investment adviser and is subject to change. View mutual fund news, mutual fund market and mutual fund interest rates. The Dow Jones U.S. Total Stock Market Index is a product of S&P Dow Jones Indices LLC and/or its affiliates, and has been licensed for use by Charles Schwab Investment Management, Inc. Investors … Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Your fee is one of the powerful tools you have to improve your firm's financial health. Direct indexing lets investors own the S&P 500 on their terms. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Start with the S&P 500 or Total Stock Market. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Total stock market ETFs that cover the U.S. stock market are fairly common, but the Schwab and iShares funds above are among the best in terms of low costs. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Past performance does not guarantee future results. The fund’s goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM. The fund has returned 18.88 percent over the past year, 13.09 percent over the past three years, 13.85 percent over the past five years, and 13.96 percent over the past decade. Find the latest performance data chart, historical data and news for Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) at Nasdaq.com. This total market … In addition, certain securities may be designated as collateral for transactions such as open futures contracts or delayed-delivery securities. Year-to-date, the Schwab Fundamental U.S. Broad Market Index ETF return is roughly 5.96% so far, and was up about 13.33% over the last 12 months (as of 01/13/2021). Investors can add these new exchange-traded funds to a portfolio. Free ratings, analyses, holdings, benchmarks, quotes, and news. Please read it carefully before investing. This site is designed for U.S. residents. Experts share their insights on how 2020 will shape the financial advice industry. If the inception date of the Index is less than the time period shown above, the Since Inception period is shown. Holdings may include collateral held by the fund for securities on loan. Volitility measures reflect the uncertainty or risk of change in a security`s value. Diversification does not eliminate the risk of investment losses. Schwab Total Stock Market Index Fund® has an expense ratio of 0.03 percent. Investors should watch out for mutual funds with high turnover rates. Contact U.S. News Best Funds. The ETF … Non-U.S. residents are subject to country-specific restrictions. The iShares Russell 3000 ETF (IWV) The iShares Russell 3000 (IWV) is an exchange traded fund that … Quotes delayed at least 15 minutes. With an expense ratio of … SCHV is an index fund that tracks the return of the Dow Jones US Large-Cap Value Total Stock Market Index. Unauthorized access is prohibited. GICS was developed by and is the exclusive property of MSCI and Standard & Poor's (S&P). Fund details, performance, holdings, distributions and related documents for SCHF Schwab International Equity ETF. What a welcome alternative. And here are the recent historical returns of the S&P 500 and Total Stock Market index, as of January 4, 2019:[Data: Morningstar]The correlation in returns between the S&P 500 and the Total Stock Market Index is very, very high. Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. Since then, SWTSX has accumulated assets of about $10.22 billion, according to the most recently available information. 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