{
  "page": "compare",
  "query": {
    "a": "SWEGX",
    "b": "SWYOX"
  },
  "retrieved_at": "2026-07-07T16:38:55+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 All Equity Portfolio",
    "ticker": "SWEGX",
    "slug": "SWEGX",
    "series_id": "S000005916",
    "html_url": "https://fundwatcher.app/funds/SWEGX/"
  },
  "fund_b": {
    "name": "Schwab Target 2065 Index Fund",
    "ticker": "SWYOX",
    "slug": "SWYOX",
    "series_id": "S000071108",
    "html_url": "https://fundwatcher.app/funds/SWYOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07566357928330462150767002203",
    "coverage_b_by_a": "0.07566357928330462150767002203",
    "shared_count": 2,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "266437277.94",
        "weight": "0.23598753",
        "shared": false
      },
      {
        "name": "Schwab International Index Fund",
        "value": "184817885.74",
        "weight": "0.16369600",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "154076973.90",
        "weight": "0.13646831",
        "shared": false
      },
      {
        "name": "Schwab U.S. Large-Cap Growth Index Fund",
        "value": "134105743.61",
        "weight": "0.11877949",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "83175516.19",
        "weight": "0.07366981",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "61913101.40",
        "weight": "0.05483737",
        "shared": false
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "59149466.09",
        "weight": "0.05238958",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "58511475.61",
        "weight": "0.05182450",
        "shared": false
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "56053863.56",
        "weight": "0.04964775",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "39759991.46",
        "weight": "0.03521603",
        "shared": false
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "31029890.66",
        "weight": "0.02748364",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "200773609.76",
        "weight": "0.52898531",
        "shared": false
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "92444121.00",
        "weight": "0.24356579",
        "shared": false
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "30592493.40",
        "weight": "0.08060312",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "26023052.24",
        "weight": "0.06856385",
        "shared": false
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "18286442.72",
        "weight": "0.04817994",
        "shared": true
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "11425052.70",
        "weight": "0.03010199",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030053",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030053/0001410368-26-030053-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050069",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050069/0001410368-26-050069-index.htm"
    }
  ]
}