{
  "page": "compare",
  "query": {
    "a": "SWBGX",
    "b": "SWDRX"
  },
  "retrieved_at": "2026-07-07T16:49:30+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Schwab MarketTrack Balanced Portfolio",
    "ticker": "SWBGX",
    "slug": "SWBGX",
    "series_id": "S000005918",
    "html_url": "https://fundwatcher.app/funds/SWBGX/"
  },
  "fund_b": {
    "name": "Schwab Target 2030 Fund",
    "ticker": "SWDRX",
    "slug": "SWDRX",
    "series_id": "S000005523",
    "html_url": "https://fundwatcher.app/funds/SWDRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3988278381429469560501270274",
    "coverage_b_by_a": "0.3988278381429469560501270274",
    "shared_count": 6,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "188824248.21",
        "weight": "0.30116143",
        "shared": true
      },
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "97710801.46",
        "weight": "0.15584187",
        "shared": true
      },
      {
        "name": "Schwab International Index Fund",
        "value": "58781264.16",
        "weight": "0.09375199",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "57692118.90",
        "weight": "0.09201488",
        "shared": true
      },
      {
        "name": "Schwab U.S. Large-Cap Growth Index Fund",
        "value": "51592408.50",
        "weight": "0.08228627",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "27154576.14",
        "weight": "0.04330964",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "25728432.95",
        "weight": "0.04103505",
        "shared": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "24766181.56",
        "weight": "0.03950032",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "21201747.84",
        "weight": "0.03381530",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "19164797.53",
        "weight": "0.03056651",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "16580632.34",
        "weight": "0.02644495",
        "shared": false
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "16521859.21",
        "weight": "0.02635121",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "11686046.65",
        "weight": "0.01863842",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "9581709.28",
        "weight": "0.01528215",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "177719168.05",
        "weight": "0.17151662",
        "shared": true
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "160031293.59",
        "weight": "0.15444607",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "89970508.32",
        "weight": "0.08683046",
        "shared": false
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "69636682.39",
        "weight": "0.06720630",
        "shared": false
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "69002800.60",
        "weight": "0.06659454",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "56434104.14",
        "weight": "0.05446451",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "46954007.71",
        "weight": "0.04531527",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "42008298.99",
        "weight": "0.04054217",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "39656278.78",
        "weight": "0.03827224",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "38311104.51",
        "weight": "0.03697401",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "37380619.25",
        "weight": "0.03607600",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "31908913.69",
        "weight": "0.03079527",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "31050151.52",
        "weight": "0.02996648",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "30130328.34",
        "weight": "0.02907875",
        "shared": false
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "27179205.06",
        "weight": "0.02623063",
        "shared": false
      },
      {
        "name": "Schwab Treasury Inflation Protected Securities Index Fund",
        "value": "24275920.47",
        "weight": "0.02342867",
        "shared": false
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "15936889.07",
        "weight": "0.01538068",
        "shared": false
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "14192771.45",
        "weight": "0.01369743",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "10574446.39",
        "weight": "0.01020539",
        "shared": true
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "9096132.05",
        "weight": "0.00877867",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "8329631.25",
        "weight": "0.00803892",
        "shared": true
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "6383701.10",
        "weight": "0.00616090",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030036",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030036/0001410368-26-030036-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030048",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030048/0001410368-26-030048-index.htm"
    }
  ]
}