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What is the Schwab 1000 Index Fund?

The Schwab 1000 Index Fund tracks the Schwab 1000 Index, a proprietary index of large- and mid-cap U.S. stocks comprising the 1,000 largest stocks by market capitalization. The fund generally invests at least 80 percent of its assets in stocks included in the index. The fund falls into Morningstar’s large-blend category.

Will Schwab 1000 Index fund beat the S&P 500?

Thus, this fund will beat the S&P 500 when small company stocks outperform large companies, and vice versa. Small and microcap stocks make up 7.1% and 2.5% of the fund's assets, respectively. Schwab's index funds offer vast diversification, good performance, and low expense ratios. Image source: Getty Images. 3. Schwab 1000 Index Fund

Does Schwab's total stock market index fund outperform the S&P 500?

Where this fund has lagged the S&P 500 over the last 10 years, Schwab's Total Stock Market Index fund has outperformed the S&P 500. The difference in performance is due in no small part to the fee differential between these two funds.

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