{
  "page": "compare",
  "query": {
    "a": "SWCGX",
    "b": "SWBGX"
  },
  "retrieved_at": "2026-07-07T17:39:47+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 Conservative Portfolio",
    "ticker": "SWCGX",
    "slug": "SWCGX",
    "series_id": "S000005919",
    "html_url": "https://fundwatcher.app/funds/SWCGX/"
  },
  "fund_b": {
    "name": "Schwab MarketTrack Balanced Portfolio",
    "ticker": "SWBGX",
    "slug": "SWBGX",
    "series_id": "S000005918",
    "html_url": "https://fundwatcher.app/funds/SWBGX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7990959643130634269233887278",
    "coverage_b_by_a": "0.7990959643130634269233887279",
    "shared_count": 14,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "97885945.43",
        "weight": "0.47641137",
        "shared": true
      },
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "22513005.65",
        "weight": "0.10957091",
        "shared": true
      },
      {
        "name": "Schwab International Index Fund",
        "value": "12941573.87",
        "weight": "0.06298670",
        "shared": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "12873516.63",
        "weight": "0.06265547",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "12627030.58",
        "weight": "0.06145582",
        "shared": true
      },
      {
        "name": "Schwab U.S. Large-Cap Growth Index Fund",
        "value": "10262867.16",
        "weight": "0.04994942",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "7072782.22",
        "weight": "0.03442327",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "6022167.70",
        "weight": "0.02930992",
        "shared": true
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "5645361.77",
        "weight": "0.02747600",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "4199121.89",
        "weight": "0.02043715",
        "shared": true
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "3667288.18",
        "weight": "0.01784871",
        "shared": true
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "3609456.54",
        "weight": "0.01756724",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "3528481.00",
        "weight": "0.01717313",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "2616574.67",
        "weight": "0.01273488",
        "shared": true
      }
    ],
    "b_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": true
      },
      {
        "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": true
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "27154576.14",
        "weight": "0.04330964",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "16580632.34",
        "weight": "0.02644495",
        "shared": true
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "16521859.21",
        "weight": "0.02635121",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "11686046.65",
        "weight": "0.01863842",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "9581709.28",
        "weight": "0.01528215",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030034",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030034/0001410368-26-030034-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}