Index

Index mutual funds and index exchange-traded funds (ETFs) can help provide efficient access to a wide swath of markets—often at lower costs than actively managed funds.

Introducing the Schwab Crypto Thematic ETF

Our crypto thematic ETF is designed to deliver global exposure to companies that may benefit from the development or use of cryptocurrencies and other digital assets, as well as blockchain and other distributed-ledger technology.

What we offer

In 1991, we launched our first index fund, the Schwab 1000 Index® Fund, based on Schwab's proprietary index methodology. Since then, we've become the fifth-largest ETF provider in the U.S., with over $268 billion in AUM, and the third-largest retail index mutual fund provider in the U.S., with over $142 billion in AUM.1 We offer index products that give investors the tools to build a diversified portfolio.

Index solutions

Our approach

We focus on the investor, rather than chasing down the latest investment trend. Our index mutual funds and index ETFs include simple, low-cost, core investment products, spanning both broad-based equity and bond markets, and can help offer the diversification required in a well-rounded portfolio.

Differentiators

  • Among the lowest costs in the industry. 
  • No minimum investment.
  • 21 out of 26 of our index ETFs exceed $1 billion in AUM.2

Benefits

  • Established, long-tenured investment management expertise.
  • Build a diversified portfolio for only four basis points on average by investing in just three Schwab ETF products.3
  • Average expense ratio of 11 basis points across our index ETFs and 14 basis points across our index mutual funds.4

Learn more about Schwab index mutual funds and index ETFs

Low-cost index philosophy

Expenses matter. Every basis point counts in helping investors achieve their investment goals. That's why we're focused on offering the index products investors and their advisors want—at competitive costs. 
 

Schwab market cap index ETFs

Schwab ETF expenses are among the lowest in the industry. 85% of Schwab market cap index ETFs have expenses lower than 0.10%, with an asset-weighted average expense ratio of just 0.05%.5

Compare costs of Schwab market cap index ETFs to Vanguard

market cap index ETFs

Schwab Fundamental Index* mutual funds and ETFs

While fund expenses should not be the only factor in choosing a strategic beta strategy, selecting a strategy with a low expense ratio remains an important consideration—especially over long time horizons. The average expense ratio for Schwab Fundamental Index ETFs and mutual funds is 0.30% and 0.32%, respectively —lower than the industry average of 0.43% for strategic beta ETFs and 0.80% for strategic beta mutual funds.6

Learn more about Schwab Fundamental Index mutual funds and ETFs

Schwab Fundamental Index mutual funds and ETFs

Schwab market cap mutual funds

Schwab offers market cap index mutual funds with no minimums at among the lowest costs in the industry. All Schwab market cap index mutual fund expenses are less than 0.10%, with an asset-weighted average expense ratio of just 0.03%.7

Learn more about Schwab market cap mutual funds

Schwab market cap mutual funds

Advisor tools

Use these financial tools to gain more comprehensive insight into investment products.

Advisor tools

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

Featured index products

See our highlighted index mutual funds and ETFs or browse all our investment products.

Index insights

See what our executives and strategists have to say about index investing.

Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Investment Insights

Stay up-to-date on the ever-changing ETF landscape by reviewing the history of ETFs and recent trends. Learn where ETFs may be headed next as a popular investment vehicle that continues to evolve in exciting new directions.
Investment Insights

In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.
Schwab Market Update

U.S. stocks are trading lower following a couple days of resiliency in the face of some disappointing economic data in China and the U.S. The markets are digesting mixed signals from the retail front, with Target Corporation missing earnings estimates, while Lowe's Companies topped profit projections and July retail sales came in mostly higher than anticipated. Additionally, TJX Companies beat earnings expectations but lowered guidance. Treasuries are lower to lift yields, and the U.S. dollar continues to climb. Crude oil prices are increasing, and gold is decreasing. In other economic news, June business inventories rose in line with forecasts. The markets are highly anticipating the release of the minutes from the Fed's July monetary policy meeting that will come out later today, after which it raised its benchmark interest rate target by 75 basis points. Asia finished mostly to the upside and Europe is lower in late-day action on the heels of hotter-than-expected U.K. inflation reports.
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The housing market slowed further in July according to data released by the Commerce Department on Tuesday.