{
  "page": "compare",
  "query": {
    "a": "SWKRX",
    "b": "SWLRX"
  },
  "retrieved_at": "2026-07-07T17:53:48+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 - Flexible Payout",
    "ticker": "SWKRX",
    "slug": "SWKRX",
    "series_id": "S000021073",
    "html_url": "https://fundwatcher.app/funds/SWKRX/"
  },
  "fund_b": {
    "name": "Schwab Monthly Income Fund - Income Payout",
    "ticker": "SWLRX",
    "slug": "SWLRX",
    "series_id": "S000021074",
    "html_url": "https://fundwatcher.app/funds/SWLRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7692605738840137630389055958",
    "coverage_b_by_a": "0.7692605738840137630389055958",
    "shared_count": 11,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "15526166.24",
        "weight": "0.20035870",
        "shared": true
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "15287949.14",
        "weight": "0.19728461",
        "shared": true
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "13339621.93",
        "weight": "0.17214226",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "8716630.00",
        "weight": "0.11248447",
        "shared": true
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "5483790.08",
        "weight": "0.07076602",
        "shared": true
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "5367049.66",
        "weight": "0.06925954",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4908467.46",
        "weight": "0.06334173",
        "shared": true
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "4772119.10",
        "weight": "0.06158221",
        "shared": true
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "2345656.32",
        "weight": "0.03026972",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "1011228.57",
        "weight": "0.01304948",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "733171.35",
        "weight": "0.00946127",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "18598051.03",
        "weight": "0.25962828",
        "shared": true
      },
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "9262384.04",
        "weight": "0.12930263",
        "shared": true
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "7737862.30",
        "weight": "0.10802035",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "6523946.00",
        "weight": "0.09107411",
        "shared": true
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "6465455.64",
        "weight": "0.09025758",
        "shared": true
      },
      {
        "name": "Schwab 1-5 Year Corporate Bond ETF",
        "value": "5826124.83",
        "weight": "0.08133254",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4931846.81",
        "weight": "0.06884845",
        "shared": true
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4292426.53",
        "weight": "0.05992216",
        "shared": true
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3685307.86",
        "weight": "0.05144680",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "2568758.27",
        "weight": "0.03585979",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "925005.84",
        "weight": "0.01291306",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "816209.47",
        "weight": "0.01139426",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050066",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050066/0001410368-26-050066-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050049",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050049/0001410368-26-050049-index.htm"
    }
  ]
}