SWMIX

Active

Schwab International Opportunities Fund

Category: Other (5,046 funds)

Expense Ratio

0.85%

Annual Cost per $10K

$85.00

30-Year Fee Drag per $10K

$16,199

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+23.81%

Asset Allocation

US Equity

64%

Intl Equity

15%

Cash

21%

Fee Comparison

SWMIX

0.85%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

14% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+60.17%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SWMIX at 0.85%$299,619

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$80,993

Cost vs index fund−$77,805

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
SWMIX	Schwab International Opportunities Fund	0.85%	+23.81%	+17.00%	+6.86%
SOXL	Direxion Daily Semiconductor Bull 3X Shares	0.75%	+60.66%	+76.46%	+24.25%
TQQQ	ProShares UltraPro QQQ	0.84%	+31.32%	+49.61%	+18.09%
BRBCX	BlackRock Tactical Opportunities Fund	1.04%	+8.01%	+7.17%	+5.00%
IWM	iShares Russell 2000 ETF	0.19%	+10.63%	+15.07%	+11.43%
IBB	iShares Biotechnology ETF	0.44%	-0.66%	+7.50%	+1.53%
GARUX	Goldman Sachs Absolute Return Tracker Fund	0.73%	+6.83%	+9.98%	+6.37%
llscx	Longleaf Partners Small Cap Fund	0.95%	+4.68%	+13.66%	+8.14%
FEEFX	American Funds Fundamental Investors	0.34%	+21.32%	+27.21%	+17.36%
FNNEX	New Economy Fund	0.47%	+19.36%	+21.34%	+11.35%
MFLLX	Inception Portfolio	0.93%	+53.27%	+26.85%	+6.04%
VGHAX	VANGUARD HEALTH CARE FUND	0.32%	+0.60%	+5.36%	+6.99%
BKCH	Global X Blockchain ETF	0.50%	+57.01%	+36.90%	—
DOXGX	Dodge & Cox Stock Fund	0.41%	+9.30%	+19.16%	—
VIOPX	International Opportunities Fund	1.01%	+11.96%	+11.78%	—
IWO	iShares Russell 2000 Growth ETF	0.24%	+13.44%	+16.59%	+8.33%
PBW	Invesco WilderHill Clean Energy ETF	0.64%	+69.27%	-7.80%	-9.92%
PHLQX	PGIM Jennison Health Sciences Fund	0.77%	-11.75%	+9.44%	+6.55%
WINAX	Wilmington International Fund	0.86%	+25.07%	+20.27%	+9.12%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	0.39%	+12.07%	+13.06%	+15.09%
UPRO	ProShares UltraPro S&P500	0.91%	+24.55%	+39.00%	+26.71%
AAHTX	American Funds 2045 Target Date Retirement Fund	0.69%	+19.32%	+18.79%	+12.39%
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+18.44%	+18.13%	+12.03%
AALTX	American Funds 2050 Target Date Retirement Fund	0.69%	+19.54%	+19.11%	+12.43%
HRSIX	Hood River Small-Cap Growth Fund	1.07%	+21.56%	+24.61%	+17.81%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+26.16%	+24.75%	+17.31%
TMF	Direxion Daily 20+ Year Treasury Bull 3X Shares	0.91%	-11.13%	-13.72%	-33.59%
FAS	Direxion Daily Financial Bull 3X Shares	0.89%	+16.83%	+31.53%	+38.28%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+18.14%	+18.35%	+12.44%
ACSHX	Invesco Comstock Fund	0.51%	+12.71%	+14.13%	+19.36%
FMSHX	Franklin Mutual Shares Fund	0.70%	+5.55%	+16.01%	+12.34%
FFTY	Innovator IBD(R) 50 ETF	0.80%	+53.63%	+17.47%	+3.40%
PEJ	Invesco Leisure and Entertainment ETF	0.57%	+18.84%	+15.36%	+14.87%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
SPXL	Direxion Daily S&P 500 Bull 3X Shares	0.87%	+43.27%	+51.71%	+36.92%
llpfx	Longleaf Partners Fund	0.79%	-1.74%	+13.59%	+9.45%
MXXIX	Marsico Midcap Growth Focus Fund	1.46%	+37.07%	+31.22%	+14.74%
GSKPX	Goldman Sachs Tax-Advantaged Global Equity Portfolio	1.22%	+14.09%	+16.67%	+12.41%
AAMTX	American Funds 2055 Target Date Retirement Fund	0.70%	+19.98%	+19.47%	+12.48%
TECL	Direxion Daily Technology Bull 3X Shares	0.85%	+80.61%	+79.78%	+42.54%
NMAVX	Nuance Mid Cap Value Fund	0.81%	-0.29%	+5.15%	+5.86%
GTSAX	Invesco Small Cap Growth Fund	0.81%	+4.06%	+12.58%	+4.28%
USAI	Pacer American Energy Independence ETF	0.75%	+6.09%	+15.35%	+26.39%
FCAGX	Fidelity Small Cap Growth Fund	0.92%	-11.50%	-33.45%	-40.48%
XBI	SPDR(R) S&P(R) Biotech ETF	0.35%	+1.38%	+8.15%	-2.04%
QQQJ	Invesco NASDAQ Next Gen 100 ETF	0.15%	+19.66%	+12.66%	—
FSSNX	Fidelity Small Cap Index Fund	0.03%	+14.60%	+12.12%	+11.60%
FOCSX	Fidelity Small Cap Growth K6 Fund	0.61%	+12.88%	+16.45%	+10.84%
UWM	ProShares Ultra Russell2000	0.95%	+3.89%	+8.21%	+9.63%
UOPIX	ULTRANASDAQ-100 PROFUND	1.45%	+51.52%	+55.94%	+27.87%
IWC	iShares Micro-Cap ETF	0.60%	+22.31%	+14.40%	+11.73%
URTY	ProShares UltraPro Russell2000	0.95%	-4.79%	+1.87%	+4.29%
FSELX	Select Semiconductors Portfolio	0.62%	+22.66%	+41.82%	+31.05%
YACKX	AMG Yacktman Fund$1M min	0.62%	+8.31%	+15.32%	+12.76%
ARBCX	THE ARBITRAGE FUND	1.71%	+5.12%	+3.97%	+2.61%
AANTX	American Funds 2060 Target Date Retirement Fund	0.72%	+20.06%	+19.55%	+12.48%
FDVLX	Fidelity Value Fund	0.68%	+5.77%	+11.81%	+16.66%
ERBAX	Eaton Vance Equity Strategy Fund	1.12%	+9.53%	+13.12%	+8.97%
INDS	Pacer Industrial Real Estate ETF	0.55%	-1.27%	+3.25%	+5.02%
LABU	Direxion Daily S&P Biotech Bull 3X Shares	0.93%	+10.11%	-3.72%	-34.16%
FGIDX	Fidelity Growth and Income Portfolio	0.46%	—	—	—
PQDMX	PGIM Quant Solutions International Developed Markets Index Fund	0.20%	+22.93%	+19.71%	+11.65%
DGEIX	GLOBAL EQUITY PORTFOLIO$1M min	0.26%	+18.43%	+19.10%	+15.44%
PTF	Invesco Dorsey Wright Technology Momentum ETF	0.60%	+28.32%	+29.06%	+17.63%
FETKX	Fidelity Equity Dividend Income Fund	0.46%	+5.72%	+12.25%	+13.37%
GGAFX	GuidePath Growth Allocation Fund	0.81%	—	—	—
TGIPX	T. Rowe Price Spectrum Moderate Growth Allocation Fund	0.64%	+10.57%	+13.30%	+8.45%
SMEAX	Invesco Small Cap Equity Fund	0.88%	+10.49%	+17.15%	+12.69%
JGLYX	JPMorgan Small Cap Growth Fund	1.24%	+6.60%	+9.99%	+2.18%
MVALX	Meridian Contrarian Fund	1.12%	+16.76%	+15.42%	+13.74%
VVOAX	Invesco Value Opportunities Fund	1.27%	+18.64%	+20.63%	+24.43%
QLD	ProShares Ultra QQQ	0.95%	+28.75%	+39.24%	+19.14%
FBIOX	Select Biotechnology Portfolio	0.63%	-2.61%	+9.74%	+2.99%
UYM	ProShares Ultra Materials	0.95%	-10.10%	+9.72%	+13.37%
FEIKX	Fidelity Equity-Income Fund	0.46%	+13.05%	+14.27%	+15.42%
DIEZX	Destinations International Equity Fund	1.07%	+13.39%	+13.96%	+5.65%
CRPT	First Trust SkyBridge Crypto Industry and Digital Economy ETF	0.85%	+84.29%	+49.96%	—
VHGEX	VANGUARD GLOBAL EQUITY FUND	0.39%	+16.31%	+22.37%	+11.24%
RYTRX	Royce Small-Cap Total Return Fund	1.21%	+5.40%	+15.58%	+13.56%
FBDIX	Franklin Biotechnology Discovery Fund	0.77%	+27.62%	+20.92%	+7.42%
SOXX	iShares Semiconductor ETF	0.34%	+18.51%	+37.84%	+22.76%
SSO	ProShares Ultra S&P500	0.89%	+21.64%	+30.12%	+21.87%
IILGX	THRIVENT GLOBAL STOCK FUND	0.65%	+19.81%	+19.59%	+14.09%
PNSAX	Putnam Small Cap Growth Fund	1.17%	+8.39%	+20.41%	+11.12%
IWN	iShares Russell 2000 Value ETF	0.24%	+7.68%	+13.31%	+14.34%
ARGT	Global X MSCI Argentina ETF	0.59%	+30.85%	+46.79%	+33.74%
TTMIX	T. Rowe Price Communications & Technology Fund	0.67%	+23.97%	+29.13%	+9.54%
USD	ProShares Ultra Semiconductors	0.95%	+42.76%	+104.62%	+54.55%
ARANX	Horizon Active Risk Assist Fund	1.32%	+7.14%	+11.77%	+8.89%
FGRCX	Fidelity Mega Cap Stock Fund	0.47%	+16.84%	+17.08%	+8.31%
FSCRX	Fidelity Small Cap Discovery Fund	0.91%	+5.78%	+10.17%	+12.91%
CVY	Invesco Zacks Multi-Asset Income ETF	1.21%	+6.65%	+11.81%	+14.22%
SVAAX	Federated Hermes Strategic Value Dividend Fund	1.06%	+8.08%	+9.35%	+13.06%
RFG	Invesco S&P Midcap 400 Pure Growth ETF	0.35%	+8.23%	+12.55%	+9.05%
JAFVX	Strategic Equity Allocation Trust	0.92%	+15.28%	+22.36%	+13.78%
ARZMX	AMG River Road Small Cap Value Fund	1.02%	+5.92%	+8.74%	+13.14%
GQEFX	GMO Quality Fund	0.42%	+8.51%	+19.43%	+14.77%
RWJ	Invesco S&P SmallCap 600 Revenue ETF	0.39%	+8.60%	+10.85%	+19.13%
DFAS	Dimensional U.S. Small Cap ETF	0.27%	+7.15%	+10.35%	—
SNSR	Global X Internet of Things ETF	0.68%	+9.70%	+12.70%	+8.09%
AQGRX	AQR Global Equity Fund	0.72%	+30.36%	+29.37%	+17.37%

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