{
  "page": "compare",
  "query": {
    "a": "SWJRX",
    "b": "SWERX"
  },
  "retrieved_at": "2026-07-07T15:03:31+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 Target 2040 Fund",
    "ticker": "SWERX",
    "slug": "SWERX",
    "series_id": "S000005524",
    "html_url": "https://fundwatcher.app/funds/SWERX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1212314389124552019270720849",
    "coverage_b_by_a": "0.1212314389124552019270720849",
    "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": false
      },
      {
        "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": true
      },
      {
        "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 S&P 500 Index Fund",
        "value": "256075183.93",
        "weight": "0.19067805",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "61995185.16",
        "weight": "0.04616270",
        "shared": true
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "5296931.44",
        "weight": "0.00394419",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050048",
      "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": "0001410368-26-030050",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030050/0001410368-26-030050-index.htm"
    }
  ]
}