Schwab Capital Trust - Schwab International Index Fund (SWISX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Schwab Capital Trust - Schwab International Index Fund (SWISX) trades at $31.71. Schwab International Index (SWISX) is an exchange-traded fund that seeks to replicate the investment results of an index composed of international equities. Market cap: $14.43B, Sector: Unknown.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for SWISX: SWISX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SWISX against Unknown peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SWISX: 1/1 perspectives are bearish.
How is this calculated? →Schwab Capital Trust - Schwab International Index Fund (SWISX) Business Overview & Investment Profile
Schwab International Index (SWISX) is a passively managed ETF focused on mirroring the performance of international equity markets. With a market capitalization of $14.43B, the fund offers investors diversified exposure to non-U.S. stocks, utilizing derivatives and securities lending to minimize tracking error against its benchmark index.
What Is the Investment Thesis for SWISX?
The investment thesis for SWISX centers on its ability to provide diversified exposure to international equity markets. With a market cap of $14.43B and a beta of 1.00, SWISX offers a way to participate in global economic growth. Key value drivers include the fund's low expense ratio and its efficient tracking of the underlying index. Growth catalysts include increasing investor interest in international diversification and the potential for emerging markets to outperform developed markets. Potential risks include currency fluctuations, geopolitical instability, and the impact of global economic downturns on international equities. The fund's strategy of using derivatives and securities lending aims to enhance returns and minimize tracking error, but these strategies also introduce additional complexities and potential risks.
Based on FMP financials and quantitative analysis
SWISX Key Highlights
- Market Cap of $14.43B indicates substantial size and liquidity.
- Beta of 1.00 suggests the fund's volatility is similar to the overall market.
- The fund invests at least 80% of its net assets in stocks of companies located outside the United States.
- SWISX may use derivatives, principally futures contracts, to manage its portfolio.
- The fund may lend its securities to generate additional income.
What Are SWISX's Key Strengths?
- Low expense ratio
- Efficient index tracking
- Diversified international exposure
- Established brand
What Are SWISX's Weaknesses?
- Vulnerability to international market downturns
- Currency risk
- Geopolitical risk
- Dependence on the performance of the underlying index
What Could Drive SWISX Stock Higher?
- Potential for emerging markets to outperform developed markets.
- Increasing investor interest in international diversification.
- Continued adoption of passive investing strategies.
What Are the Key Risks for SWISX?
- Financial-distress signal — its Altman Z-Score of 0.09 sits in the distress zone (elevated bankruptcy risk).
- Global economic recession impacting international equities.
- Geopolitical instability in key international markets.
- Currency fluctuations affecting returns.
- Increased competition from other international ETFs.
What Are the Growth Opportunities for SWISX?
- Increased Investor Interest in International Diversification: As investors seek to diversify their portfolios beyond domestic markets, SWISX stands to benefit from increased inflows. The growing awareness of the potential for higher returns in emerging markets and the desire to reduce portfolio concentration in the U.S. market are driving this trend. The market for international equity investments is expected to continue growing, presenting a significant opportunity for SWISX to expand its assets under management.
- Emerging Markets Outperformance: If emerging markets outperform developed markets, SWISX could experience higher returns due to its exposure to these regions. Emerging markets offer the potential for rapid economic growth and higher corporate earnings, which can translate into higher stock prices. SWISX's diversified exposure to emerging market equities allows investors to participate in this growth potential. The timeline for this growth opportunity is dependent on macroeconomic factors and geopolitical developments.
- Expansion of International Equity Markets: As international equity markets continue to develop and mature, SWISX will benefit from the increasing number of investment opportunities. The growth of new industries and the expansion of existing companies in international markets will create a broader and more diverse investment universe for the fund. This expansion will enhance the fund's ability to generate returns and provide investors with exposure to a wider range of global businesses.
- Adoption of Passive Investing Strategies: The increasing adoption of passive investing strategies by both retail and institutional investors is a significant growth driver for SWISX. Passive investing, which involves tracking a benchmark index rather than actively selecting individual stocks, has gained popularity due to its low cost and potential for competitive returns. SWISX's passive management approach aligns with this trend, making it a noteworthy option for investors seeking to build a diversified international equity portfolio at a low cost.
- Technological Advancements in Trading and Portfolio Management: Technological advancements in trading and portfolio management can improve the efficiency and reduce the costs of managing SWISX. These advancements include automated trading systems, sophisticated risk management tools, and improved data analytics capabilities. By leveraging these technologies, SWISX can enhance its ability to track its benchmark index, minimize trading costs, and optimize its portfolio construction.
What Opportunities Does SWISX Have?
- Increased investor interest in international diversification
- Emerging markets outperformance
- Expansion of international equity markets
- Adoption of passive investing strategies
What Threats Does SWISX Face?
- Global economic recession
- Geopolitical instability
- Currency fluctuations
- Increased competition from other international ETFs
What Are SWISX's Competitive Advantages?
- Low expense ratio attracts cost-conscious investors.
- Efficient tracking of the benchmark index ensures consistent performance.
- Diversified exposure to international equity markets reduces risk.
- Established brand and reputation of Schwab provide credibility.
What Does SWISX Do?
Schwab International Index (SWISX) is designed to provide investors with a convenient and cost-effective way to access the international equity market. The fund operates as an exchange-traded fund (ETF), meaning it can be bought and sold on stock exchanges like individual stocks. SWISX aims to replicate the performance of a specific benchmark index that represents a broad selection of stocks from countries outside the United States. The fund invests at least 80% of its net assets in the stocks included in its target index, and in practice, this percentage is often considerably higher. To manage its portfolio and minimize any performance discrepancies between the fund and its index, SWISX may use derivatives, primarily futures contracts. Additionally, the fund may engage in securities lending, a practice where it loans out some of its holdings to generate additional income. SWISX offers diversification across various developed and emerging markets, providing exposure to a wide range of industries and companies. By tracking a comprehensive international index, the fund enables investors to participate in the growth potential of economies and businesses around the world without the need for extensive individual stock selection or geographic expertise. The fund's passive management approach aims to deliver returns that closely align with the performance of its underlying index, making it a suitable option for investors seeking broad international equity exposure at a low cost.
What Products and Services Does SWISX Offer?
- Invests in stocks of companies located outside of the United States.
- Seeks to replicate the investment results of an index composed of international equities.
- May invest in derivatives, principally futures contracts.
- May lend its securities to generate additional income.
- Provides investors with exposure to a broad range of global markets.
- Offers a cost-effective way to access international equity markets.
How Does SWISX Make Money?
- Operates as an exchange-traded fund (ETF).
- Tracks a specific benchmark index representing international stocks.
- Generates revenue through management fees charged to investors.
- May generate additional income through securities lending.
What Industry Does SWISX Operate In?
As an international equity index fund, SWISX operates within the broader asset management industry. The market for international equity investments is driven by factors such as global economic growth, trade policies, and currency exchange rates. SWISX competes with other international equity ETFs and mutual funds, including those offered by Vanguard, iShares, and State Street. The fund's success depends on its ability to efficiently track its benchmark index and offer a competitive expense ratio. The trend towards passive investing and the increasing demand for diversified portfolios are favorable for SWISX.
Who Are SWISX's Key Customers?
- Retail investors seeking international equity exposure.
- Institutional investors looking for diversified global portfolios.
- Financial advisors building portfolios for their clients.
- Retirement savers seeking long-term growth.
How Schwab Capital Trust - Schwab International Index Fund Is Valued
Schwab Capital Trust - Schwab International Index Fund carries a market capitalization of $14.43B, placing it in the large-cap category.
ROE 12%Key Financial Metrics
Return on equity for Schwab Capital Trust - Schwab International Index Fund stands at 12.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.9%, showing how much profit it generates from its asset base. A current ratio of 4.17 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
Schwab Capital Trust - Schwab International Index Fund's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.09 places it in the distress zone, a signal of elevated financial risk.
SWISX Financials
Bull Case vs Bear Case
Bull Case
- Schwab's international index fund (SWISX) benefits from diversification, potentially cushioning against downturns in specific regions. Think of it like spreading your bets across different tables in a casino – reducing the risk of one bad roll wiping you out.
- Recent market chatter suggests growing interest in international equities, possibly driven by perceived valuations being more attractive than US markets. It's similar to how value investors flocked to emerging markets after the dot-com bubble burst.
- The fund's low expense ratio makes it appealing to cost-conscious investors, especially in a market where every basis point counts. Like choosing a no-fee ATM, it's a simple way to keep more of your returns.
- Positive sentiment in some key international markets could provide a tailwind for SWISX. This is akin to a rising tide lifting all boats – even a well-diversified fund like this one.
Bear Case
- Global economic uncertainty, particularly in Europe and Asia, could negatively impact SWISX. It's like navigating a ship through stormy waters – even a well-built vessel can face challenges.
- Negative community sentiment regarding emerging markets could drag down the fund's performance. This is similar to how concerns about Greece's debt crisis impacted broader European markets.
- Increased geopolitical risks in certain regions could lead to market volatility and negatively affect SWISX. Think of it like a sudden earthquake – it can disrupt even the most stable environments.
- Competition from other international index funds with potentially lower expense ratios or different regional focuses could limit SWISX's growth. It's like being in a crowded marketplace – you need to stand out to attract customers.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2024 | $4.74B | $1.25B | — |
Based on FMP financials and quantitative analysis
SWISX Latest News
No recent news available for SWISX.
SWISX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SWISX.
Price Targets
Wall Street price target analysis for SWISX.
SWISX MoonshotScore
What does this score mean?
The MoonshotScore rates SWISX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry UnknownSWISX Unknown Stock FAQ
What does Schwab International Index do?
Schwab International Index (SWISX) is an exchange-traded fund (ETF) that aims to replicate the investment results of an index composed of international equities. The fund invests primarily in stocks of companies located outside the United States, providing investors with diversified exposure to a broad range of global markets. SWISX offers a cost-effective way to access international equity markets, utilizing a passive management approach to track its benchmark index. The fund may also use derivatives and securities lending to enhance returns and minimize tracking error.
What are the main risks for SWISX?
The main risks for SWISX include exposure to international market downturns, currency fluctuations, and geopolitical instability. As an international equity fund, SWISX is vulnerable to economic recessions and political events in countries outside the United States. Currency fluctuations can also impact returns, as the value of international investments is affected by changes in exchange rates. Geopolitical risks, such as trade wars and political unrest, can also negatively impact the performance of international equity markets. Investors should carefully consider these risks before investing in SWISX.
What are the key factors to evaluate for SWISX?
Evaluate SWISX on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does SWISX data refresh on this page?
SWISX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SWISX's recent stock price performance?
Schwab Capital Trust - Schwab International Index Fund (SWISX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Low expense ratio. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SWISX overvalued or undervalued right now?
Valuing Schwab Capital Trust - Schwab International Index Fund (SWISX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SWISX?
Before investing in Schwab Capital Trust - Schwab International Index Fund (SWISX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SWISX to a portfolio?
Key strength of Schwab Capital Trust - Schwab International Index Fund (SWISX): Low expense ratio. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for SWISX, so some information may be incomplete.
- The information provided is based on publicly available data and should not be considered investment advice.