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Index

Index mutual funds and 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.

SCHH
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 $220 billion in AUM, and the third-largest retail index mutual fund provider in the U.S., with over $119 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 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 25 of our 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 ETFs and 14 basis points across our index mutual funds.4

Learn more about Schwab index mutual funds and 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. More than 89% 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 0.84% 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.

Schwab Market Update

U.S. equities finished the final session of July lower, while also posting losses on a weekly basis, as investors mulled a host of items, including the possible implications of the spreading Delta variant, China's recent crackdown on big companies, and a flood of earnings and economic data. As the busiest week of earnings season came to a close, Amazon.com's miss on revenues and softer-than-expected guidance weighed heavily on its shares, as well as the Consumer Discretionary sector and the broader markets. Meanwhile, the Street cheered results from Procter & Gamble even as the company warned of higher commodity cost headwinds, while Dow members Chevron missed revenue forecasts and Caterpillar noted supply chain challenges and higher manufacturing costs. On the economic front, personal income and spending topped estimates and Chicago manufacturing growth surprisingly accelerated, while consumer sentiment was revised higher but still below the prior month's level. Treasuries were higher, applying downside pressure on yields, and the U.S. dollar rose, while crude oil prices saw only modest gains and gold was lower. Overseas, Europe finished in the red after a two-day winning streak amid the continued Delta uncertainty and China's recent crackdown, and markets in Asia also saw losses.
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