{
  "page": "compare",
  "query": {
    "a": "SWCRX",
    "b": "SWPRX"
  },
  "retrieved_at": "2026-07-07T16:43:56+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 2060 Fund",
    "ticker": "SWPRX",
    "slug": "SWPRX",
    "series_id": "S000054918",
    "html_url": "https://fundwatcher.app/funds/SWPRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4691476839148317247221046471",
    "coverage_b_by_a": "0.4691476839148317247221046471",
    "shared_count": 18,
    "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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 S&P 500 Index Fund",
        "value": "25041142.43",
        "weight": "0.19592065",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "18239131.04",
        "weight": "0.14270205",
        "shared": true
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "13580653.59",
        "weight": "0.10625436",
        "shared": true
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "12114528.18",
        "weight": "0.09478346",
        "shared": true
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "8037203.83",
        "weight": "0.06288268",
        "shared": false
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "7989040.00",
        "weight": "0.06250585",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "7689580.97",
        "weight": "0.06016290",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "7185363.00",
        "weight": "0.05621792",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "6516422.98",
        "weight": "0.05098417",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "5854700.56",
        "weight": "0.04580689",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "3011611.20",
        "weight": "0.02356270",
        "shared": true
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "2717702.44",
        "weight": "0.02126317",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "2588627.19",
        "weight": "0.02025329",
        "shared": true
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "1790388.54",
        "weight": "0.01400791",
        "shared": true
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "1675564.76",
        "weight": "0.01310954",
        "shared": true
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "1666558.92",
        "weight": "0.01303907",
        "shared": true
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "880551.31",
        "weight": "0.00688939",
        "shared": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "706371.67",
        "weight": "0.00552662",
        "shared": true
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "527532.56",
        "weight": "0.00412739",
        "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": "0001410368-26-030042",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030042/0001410368-26-030042-index.htm"
    }
  ]
}