{
  "page": "compare",
  "query": {
    "a": "SWCGX",
    "b": "SWERX"
  },
  "retrieved_at": "2026-07-07T17:30:58+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 Target 2040 Fund",
    "ticker": "SWERX",
    "slug": "SWERX",
    "series_id": "S000005524",
    "html_url": "https://fundwatcher.app/funds/SWERX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2644661566779525337249293668",
    "coverage_b_by_a": "0.2644661566779525337249293668",
    "shared_count": 6,
    "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "3667288.18",
        "weight": "0.01784871",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "3609456.54",
        "weight": "0.01756724",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "3528481.00",
        "weight": "0.01717313",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "2616574.67",
        "weight": "0.01273488",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "256075183.93",
        "weight": "0.19067805",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "159259073.31",
        "weight": "0.11858708",
        "shared": false
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "122617195.75",
        "weight": "0.09130290",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "101199379.90",
        "weight": "0.07535482",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "95518250.23",
        "weight": "0.07112456",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "71883631.66",
        "weight": "0.05352581",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "64594226.86",
        "weight": "0.04809799",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "61995185.16",
        "weight": "0.04616270",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "58593132.15",
        "weight": "0.04362947",
        "shared": false
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "52898320.69",
        "weight": "0.03938901",
        "shared": false
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "41382738.50",
        "weight": "0.03081431",
        "shared": false
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "40958489.86",
        "weight": "0.03049841",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "40156886.82",
        "weight": "0.02990152",
        "shared": false
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "39726304.12",
        "weight": "0.02958090",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "27842972.81",
        "weight": "0.02073236",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "26367527.08",
        "weight": "0.01963372",
        "shared": false
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "23270295.47",
        "weight": "0.01732747",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "22589400.83",
        "weight": "0.01682046",
        "shared": false
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "15978846.92",
        "weight": "0.01189813",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "14767522.11",
        "weight": "0.01099615",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "5296931.44",
        "weight": "0.00394419",
        "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": "0001410368-26-030050",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030050/0001410368-26-030050-index.htm"
    }
  ]
}