{
  "page": "compare",
  "query": {
    "a": "SWJRX",
    "b": "SWBGX"
  },
  "retrieved_at": "2026-07-07T18:02:44+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 Monthly Income Fund - Target Payout",
    "ticker": "SWJRX",
    "slug": "SWJRX",
    "series_id": "S000021072",
    "html_url": "https://fundwatcher.app/funds/SWJRX/"
  },
  "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": "0.1999634878628492176616314811",
    "coverage_b_by_a": "0.1999634878628492176616314811",
    "shared_count": 3,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "12644854.04",
        "weight": "0.20100410",
        "shared": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "12322040.34",
        "weight": "0.19587261",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "10827275.71",
        "weight": "0.17211166",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "7073664.00",
        "weight": "0.11244380",
        "shared": true
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4406063.78",
        "weight": "0.07003931",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4357015.18",
        "weight": "0.06925963",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4037182.12",
        "weight": "0.06417552",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3902835.91",
        "weight": "0.06203994",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1874229.84",
        "weight": "0.02979298",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "790738.84",
        "weight": "0.01256968",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "672539.95",
        "weight": "0.01069077",
        "shared": false
      }
    ],
    "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": false
      },
      {
        "name": "Schwab International Index Fund",
        "value": "58781264.16",
        "weight": "0.09375199",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "57692118.90",
        "weight": "0.09201488",
        "shared": false
      },
      {
        "name": "Schwab U.S. Large-Cap Growth Index Fund",
        "value": "51592408.50",
        "weight": "0.08228627",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "27154576.14",
        "weight": "0.04330964",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "25728432.95",
        "weight": "0.04103505",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "24766181.56",
        "weight": "0.03950032",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "16580632.34",
        "weight": "0.02644495",
        "shared": false
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "16521859.21",
        "weight": "0.02635121",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "11686046.65",
        "weight": "0.01863842",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "9581709.28",
        "weight": "0.01528215",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050048",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050048/0001410368-26-050048-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"
    }
  ]
}