{
  "page": "compare",
  "query": {
    "a": "SWCRX",
    "b": "SWGRX"
  },
  "retrieved_at": "2026-07-07T15:01:16+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 Target 2020 Fund",
    "ticker": "SWCRX",
    "slug": "SWCRX",
    "series_id": "S000005522",
    "html_url": "https://fundwatcher.app/funds/SWCRX/"
  },
  "fund_b": {
    "name": "Schwab Target 2015 Fund",
    "ticker": "SWGRX",
    "slug": "SWGRX",
    "series_id": "S000020935",
    "html_url": "https://fundwatcher.app/funds/SWGRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.9624327930396871164618408054",
    "coverage_b_by_a": "0.9624327930396871164618408054",
    "shared_count": 21,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "70105130.91",
        "weight": "0.24192755",
        "shared": true
      },
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "40634585.28",
        "weight": "0.14022691",
        "shared": true
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "35463148.41",
        "weight": "0.12238067",
        "shared": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "21075578.08",
        "weight": "0.07273024",
        "shared": true
      },
      {
        "name": "Schwab Treasury Inflation Protected Securities Index Fund",
        "value": "18113412.64",
        "weight": "0.06250803",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "15679051.25",
        "weight": "0.05410723",
        "shared": true
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "12662249.70",
        "weight": "0.04369647",
        "shared": true
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "11631677.20",
        "weight": "0.04014005",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "8713008.14",
        "weight": "0.03006794",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "7387469.10",
        "weight": "0.02549360",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "6450898.50",
        "weight": "0.02226157",
        "shared": true
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "6307428.25",
        "weight": "0.02176646",
        "shared": true
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "6249297.45",
        "weight": "0.02156586",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "5624761.43",
        "weight": "0.01941063",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "5368073.35",
        "weight": "0.01852482",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "5262292.85",
        "weight": "0.01815978",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "4297615.23",
        "weight": "0.01483075",
        "shared": true
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "3465622.88",
        "weight": "0.01195960",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "3036182.84",
        "weight": "0.01047764",
        "shared": true
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "1552533.38",
        "weight": "0.00535768",
        "shared": true
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "697360.49",
        "weight": "0.00240654",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "11701522.88",
        "weight": "0.25525980",
        "shared": true
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "6189856.27",
        "weight": "0.13502699",
        "shared": true
      },
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "5944596.55",
        "weight": "0.12967684",
        "shared": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "3479589.03",
        "weight": "0.07590458",
        "shared": true
      },
      {
        "name": "Schwab Treasury Inflation Protected Securities Index Fund",
        "value": "3010622.94",
        "weight": "0.06567444",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "2221861.11",
        "weight": "0.04846821",
        "shared": true
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "1824040.63",
        "weight": "0.03979006",
        "shared": true
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "1799640.58",
        "weight": "0.03925779",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "1294465.52",
        "weight": "0.02823778",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "1086791.71",
        "weight": "0.02370753",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "1004512.52",
        "weight": "0.02191267",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "982679.74",
        "weight": "0.02143641",
        "shared": true
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "965444.83",
        "weight": "0.02106044",
        "shared": true
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "932848.86",
        "weight": "0.02034939",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "782259.27",
        "weight": "0.01706439",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "727423.76",
        "weight": "0.01586819",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "625138.11",
        "weight": "0.01363691",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "435356.01",
        "weight": "0.00949696",
        "shared": true
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "427481.34",
        "weight": "0.00932518",
        "shared": true
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "209903.24",
        "weight": "0.00457888",
        "shared": true
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "195585.81",
        "weight": "0.00426656",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030061",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030061/0001410368-26-030061-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030055",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030055/0001410368-26-030055-index.htm"
    }
  ]
}