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 $280 billion in AUM, and the third-largest retail index mutual fund provider in the U.S., with over $135 billion in AUM.1 We offer index products that give investors the tools to help build a diversified portfolio.
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 the equity and bond markets, and can help offer the diversification required in a well-rounded portfolio.
- Among the lowest costs in the industry.
- No minimum investment.
- 22 out of 28 of our index ETFs exceed $1 billion in AUM.2
- Established, long-tenured investment management expertise.
- Opportunity to 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
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 total expense ratio of just 0.05%.5
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 asset-weighted average total expense ratio for Schwab Fundamental Index ETFs and mutual funds is 0.30% and 0.32%, respectively —lower than the industry average of 0.42% for strategic beta ETFs and 0.82% for strategic beta mutual funds.6
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 total expense ratio of just 0.03%.5
Do you have questions about ETFs, but don’t know where to find the answers? Check out the ETF education hub for the knowledge you need, from basic to advanced.
ETF education hub
Explore tools, analysis and insights designed to help advisors refine their ETF strategy and help meet their clients’ financial goals.
Use these financial tools to gain more comprehensive insight into investment products.
Featured index products
See our highlighted index mutual funds and ETFs or browse all our investment products.
See what our executives and strategists have to say about index investing.