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.

Now offering access to more U.S. equity REIT segments for just 7 basis points.

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Schwab U.S. REIT ETF

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 $265 billion in AUM, and the third-largest retail index mutual fund provider in the U.S., with over $139 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

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 moving to the upside in early action, looking to extend yesterday's gains, though choppiness is likely to remain amid a flurry of headwinds. Inflation pressures are forcing the Fed to get aggressive with its monetary policy tightening program despite signs of a slowing economy. The ongoing war in Ukraine and disruption from the COVID-induced lockdowns in China are also hamstringing conviction. Earnings news continues to pour in, with NVIDIA topping forecasts but lowering its revenue outlook, and Macy's is rallying after exceeding expectations and raising its guidance. In M&A news, Broadcom confirmed reports earlier this week by announcing an agreement to acquire VMware in a transaction valued at $61.0 billion. In economic news, jobless claims dipped and Q1 GDP was unexpectedly revised to a larger contraction than previously reported. Treasuries are mixed and the U.S. dollar is flat, while crude oil prices are rising and gold is dipping. Asia finished mixed, with the Bank of Korea raising rates, and Europe is moving mostly to the upside.