The Multi-Cap Core fund is an exchange traded fund (ETF) within the Schwab family. An extremely similar return profile for SCHB can be found in 30 other funds we are tracking.

Within the Schwab family of funds, the most positively correlated other funds are Large-Cap Core, Large-Cap Value, Large-Cap Growth, Mid-Cap Core, Equity Income.

Outside of the Schwab family, the most positively correlated other funds are Vanguard Mutual Funds - Total Stock Market Index Admiral Shares, Vanguard - Total Stock Market, Fidelity - Spartan Total Market Index Fund - Fidelity Advantage Class , Fidelity - Spartan Total Market Index Fund - Investor Class , iShares - Russell 3000 ETF.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's Multi-Cap Core fund.
100.0% VTSAX Vanguard Mutual Funds Total Stock Market Index Admiral Shares
100.0% VTI Vanguard Total Stock Market
100.0% FSTVX Fidelity Spartan Total Market Index Fund - Fidelity Advantage Class
100.0% FSTMX Fidelity Spartan Total Market Index Fund - Investor Class
100.0% IWV iShares Russell 3000 ETF
100.0% IYY iShares Dow Jones U.S. ETF
100.0% THRK SPDR Russell 3000
100.0% IWB iShares Russell 1000 ETF
100.0% SCHX Schwab Large-Cap Core
100.0% VTCLX Vanguard Mutual Funds Tax-Managed Capital Appreciation Admiral Shares
100.0% ITOT iShares Core S&P Total U.S. Stock Market ETF
100.0% VV Vanguard Large-Cap
100.0% VLCAX Vanguard Mutual Funds Large-Cap Index Admiral Shares
100.0% ONEK SPDR Russell 1000
100.0% IVV iShares Core S&P 500 ETF
100.0% SPY SPDR S&P 500
99.9% VFIAX Vanguard Mutual Funds 500 Index Admiral Shares
99.9% VOO Vanguard S&P 500
99.9% FUSEX Fidelity Spartan 500 Index Fund - Investor Class
99.9% FUSVX Fidelity Spartan 500 Index Fund - Fidelity Advantage Class
99.9% MGC Vanguard Mega Cap
99.9% VDEQX Vanguard Mutual Funds Diversified Equity
99.9% VQNPX Vanguard Mutual Funds Growth and Income
99.9% IWL iShares Russell Top 200 ETF
99.9% EUSA iShares MSCI USA ETF
99.9% VGIAX Vanguard Mutual Funds Growth and Income Admiral Shares
99.9% DSI iShares MSCI KLD 400 Social ETF
99.9% KLD iShares MSCI USA ESG Select ETF
99.9% VTV Vanguard Value
99.9% VVIAX Vanguard Mutual Funds Value Index Admiral Shares

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHX Schwab Large-Cap Core 100.0%
SCHV Schwab Large-Cap Value 99.8%
SCHG Schwab Large-Cap Growth 99.7%
SCHM Schwab Mid-Cap Core 99.7%
SCHD Schwab Equity Income 99.2%
Negatively Correlated Schwab funds
SCHE Schwab Emerging Markets 2.1%
SCHP Schwab Inflation Protected Bond 42.0%
SCHR Schwab General U.S. Treasury 77.4%
SCHZ Schwab Core Bond 83.9%
SCHC Schwab International Small/Mid-Cap Core 88.8%

Positively Correlated Non-Schwab funds
VTSAX Vanguard Mutual Funds Total Stock Market Index Admiral Shares 100.0%
VTI Vanguard Total Stock Market 100.0%
FSTVX Fidelity Spartan Total Market Index Fund - Fidelity Advantage Class 100.0%
FSTMX Fidelity Spartan Total Market Index Fund - Investor Class 100.0%
IWV iShares Russell 3000 ETF 100.0%
Negatively Correlated Non-Schwab funds
BIL SPDR Barclays 1-3 Month T-Bill -93.9%
PSAU PowerShares Global Gold and Precious Metals Portfolio -90.0%
RING iShares MSCI Global Gold Miners ETF -89.3%
SLVP iShares MSCI Global Silver Miners ETF -88.3%
VGPMX Vanguard Mutual Funds Precious Metals and Mining -85.9%

© 2016 SimilarStocks.com, All Rights Reserved