SWANX
Schwab Core Equity
1W: -0.9%
1M: +0.2%
3M: +3.2%
YTD: +7.2%
1Y: +3.5%
3Y: +56.1%
5Y: +52.8%
$26.86
+0.19 (+0.71%)
Weekly Expected Move ±1.5%
$26
$26
$27
$27
$27
Similar ETFs
20 peers by holdings overlap (59 holdings)
SWLSX
Schwab Large-Cap Growth
61.5%
Shared24 holdings
Total55
AUM$674M
Price$48.08
SIBAX
Sit Balanced
57.7%
Shared21 holdings
Total71
AUM$76M
Price$40.31
NGUAX
Neuberger Large Cap Growth Fund Investor Class
57.1%
Shared17 holdings
Total49
AUM$2.8B
Price$32.74
QGRPX
UBS US Quality Growth At Rsnbl Prc P
56.5%
Shared17 holdings
Total31
AUM$314M
Price$19.70
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
56.5%
Shared26 holdings
Total86
AUM$194M
Price$65.83
PBFDX
Payson Total Return Fund
56.1%
Shared13 holdings
Total28
AUM$330M
Price$44.22
SHAPX
ClearBridge Appreciation A
54.6%
Shared24 holdings
Total59
AUM$9.7B
Price$37.38
PRGFX
T. Rowe Price Growth Stock Fund
54.2%
Shared16 holdings
Total67
AUM$90.6B
Price$114.70
SGGAX
DWS Large Cap Focus Growth Fund - Class A
54.1%
Shared12 holdings
Total56
AUM$428M
Price$87.69
PGWAX
Virtus Silvant Focused Growth Fund CL A
53.8%
Shared11 holdings
Total25
AUM$1.9B
Price$102.61
TADAX
Transamerica US Growth A
53.4%
Shared14 holdings
Total61
AUM$1.8B
Price$35.40
TWCGX
American Century Growth Investor Class
53.4%
Shared18 holdings
Total72
AUM$16.0B
Price$62.16
CVTRX
Calamos Growth & Income Fund Class A
53.2%
Shared25 holdings
Total89
AUM$3.5B
Price$59.90
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
53.0%
Shared22 holdings
Total66
AUM$1.4B
Price$32.29
TRLGX
T. Rowe Price Large-Cap Growth Fund I Class
52.6%
Shared12 holdings
Total48
AUM$40.2B
Price$90.79
HNASX
Homestead Fds, Inc. Growth Fund
52.6%
Shared14 holdings
Total50
AUM$459M
Price$19.74
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
52.1%
Shared25 holdings
Total91
AUM$1.6B
Price$71.29
SWLGX
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund
51.4%
Shared36 holdings
Total385
AUM$5.3B
Price$18.90
BUFGX
Buffalo Growth
51.2%
Shared14 holdings
Total38
AUM$175M
Price$39.12
FSPGX
Fidelity Large Cap Growth Idx
51.2%
Shared32 holdings
Total386
AUM$49.5B
Price$49.87
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWANX | $1.5B | 58 | 55.9% | 14.6 | 4.5 | 4.7 | 36.3% | 32.0% | 1.24% | +17.0% | +42.6% | 60.0 | 6.3 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| SIBAX | $76M | 71 | 34.7% | 15.1 | 4.7 | 4.9 | 36.8% | 32.5% | 1.38% | +21.0% | +48.5% | 58.3 | 6.4 |
| NGUAX | $2.8B | 49 | 53.6% | 15.6 | 4.9 | 4.7 | 37.5% | 29.8% | 0.84% | +24.6% | +35.9% | 55.0 | 6.3 |
| QGRPX | $314M | 31 | 64.7% | 5.6 | 1.9 | 2.3 | 39.3% | 41.9% | 0.75% | +20.1% | +43.6% | 67.0 | 6.7 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |
| PBFDX | $330M | 28 | 59.7% | 14.5 | 4.4 | 4.5 | 35.2% | 31.2% | 0.90% | +19.9% | +42.3% | 63.0 | 6.5 |
| SHAPX | $9.7B | 59 | 42.1% | 15.6 | 4.3 | 4.5 | 32.1% | 28.5% | 1.16% | +19.0% | +40.2% | 61.5 | 6.4 |
| PRGFX | $90.6B | 67 | 62.8% | 10.8 | 3.5 | 3.9 | 38.0% | 36.3% | 0.61% | +25.4% | +48.2% | 61.8 | 6.3 |
| SGGAX | $428M | 56 | 63.7% | 14.6 | 4.7 | 5.1 | 38.8% | 35.3% | 0.37% | +30.1% | +53.7% | 64.5 | 6.5 |
| PGWAX | $1.9B | 25 | 71.9% | 14.3 | 4.6 | 4.8 | 38.1% | 33.1% | 0.52% | +19.1% | +60.2% | 68.6 | 6.6 |