Schwab® S&P 500 Index Fund

Shareclass

Schwab® S&P 500 Index (SWPPX)

Type

Open-end mutual fund

Manager

Schwab Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

78.2

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 556 out of 2,546 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. International Flavors & Fragrances Inc
0.05% of assets
$57.35M invested
2. Dow Inc
0.08% of assets
$81.98M invested
3. Marriott International Inc Class A
0.12% of assets
$124.39M invested
4. Citigroup Inc
0.24% of assets
$255.33M invested
5. Biogen Inc
0.06% of assets
$60.23M invested
6. General Mills Inc
0.08% of assets
$87.57M invested
7. Boston Scientific Corp
0.25% of assets
$263.83M invested
8. Welltower Inc
0.15% of assets
$158.45M invested
9. Procter & Gamble Co
0.83% of assets
$871.67M invested
10. Cummins Inc
0.09% of assets
$95.06M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Loews Corp
0.03% of assets
$30.91M invested
2. Lennar Corp Class A
0.09% of assets
$96.66M invested
3. Rollins Inc
0.03% of assets
$30.34M invested
4. PACCAR Inc
0.11% of assets
$110.81M invested
5. Old Dominion Freight Line Inc Ordinary Shares
0.08% of assets
$79.86M invested
6. Palantir Technologies Inc Ordinary Shares - Class A
0.15% of assets
$160.28M invested
7. NVR Inc
0.06% of assets
$64.38M invested
8. Blackstone Inc
0.22% of assets
$235.74M invested
9. Nucor Corp
0.07% of assets
$76.09M invested
10. Super Micro Computer Inc
0.04% of assets
$44.83M invested

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Financial performance

Performance data provided by

Find more financial data on SWPPX at Morningstar.com

Gender Equality and Returns

Returns chart for Schwab® S&P 500 Index Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SWPPX

Schwab® S&P 500 Index Fund

Family

Schwab Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.01% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SWPPX

Schwab® S&P 500 Index Fund

Family

Schwab Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.01% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SWPPX

Schwab® S&P 500 Index Fund

Family

Schwab Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.01% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SWPPX - Schwab® S&P 500 Index Fund

38%

9.05%

15%

13%

55 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

-0.02%

-0.01%

<0.01%

-0.01%

Same

Find more financial data on SWPPX at Morningstar.com

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