SWTSX — Schwab Total Stock Market Index Fund
Schwab Total Stock Market Index Fund (SWTSX)
SWTSX pays a 0.96% distribution rate, annual, on a 0.59% expense ratio. Its Distribution Safety Score™ is 96 (Safe), giving a Safety-Adjusted Yield of 0.92%. Total return is 860.3% over the past 27.1 years, 69.8 points ahead of SPY at 790.5%. Its deepest 1-year drawdown was 8.9%.
Schwab Total Stock Market Index Fund is a mutual fund that tracks the broad U.S. stock market by investing at least eighty percent of its assets in stocks weighted to match a market index, with an expense ratio of 0.59%. The fund distributes income annually at a modest current rate and aims to closely replicate overall market performance through index-based investing. It appeals to long-term equity investors seeking low-cost, diversified exposure to U.S. stocks.
SWTSX key facts
- Distribution Safety Score™
- 96 · Safe
- Safety-Adjusted Yield
- 0.92%
- Issuer
- Schwab
- Asset type
- Mutual Fund
- Asset class
- Equity
- Inception date
- 06/01/1999
- Expense ratio
- 0.59%
- Distribution rate
- 0.96%
- Distribution frequency
- Annual
- Trailing yield
- 0.96%
- Last close
- $18.87
- AUM
- $44,235,410,000
- Average volume
- 0.0
- Last dividend
- $0.1805
- Ex-dividend date
- 12/12/2025
- Payment date
- 12/12/2025
- Beta
- 1.03
- P/E ratio
- 27.3135
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Income is not the same as return. Distribution yield measures cash paid to investors; total return also includes price changes. Compare both, especially for option-income and other high-distribution funds.
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