{
  "page": "compare",
  "query": {
    "a": "SWLRX",
    "b": "SWHGX"
  },
  "retrieved_at": "2026-07-07T19:12:17+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 - Income Payout",
    "ticker": "SWLRX",
    "slug": "SWLRX",
    "series_id": "S000021074",
    "html_url": "https://fundwatcher.app/funds/SWLRX/"
  },
  "fund_b": {
    "name": "Schwab MarketTrack Growth Portfolio",
    "ticker": "SWHGX",
    "slug": "SWHGX",
    "series_id": "S000005917",
    "html_url": "https://fundwatcher.app/funds/SWHGX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1696292616238667956755248346",
    "coverage_b_by_a": "0.1696292616238667956755248346",
    "shared_count": 2,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_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": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "7737862.30",
        "weight": "0.10802035",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "6523946.00",
        "weight": "0.09107411",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "6465455.64",
        "weight": "0.09025758",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4292426.53",
        "weight": "0.05992216",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3685307.86",
        "weight": "0.05144680",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "2568758.27",
        "weight": "0.03585979",
        "shared": false
      },
      {
        "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": false
      }
    ],
    "b_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "219830407.83",
        "weight": "0.20656669",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "166779005.41",
        "weight": "0.15671621",
        "shared": true
      },
      {
        "name": "Schwab International Index Fund",
        "value": "133364113.51",
        "weight": "0.12531744",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "130516903.70",
        "weight": "0.12264202",
        "shared": false
      },
      {
        "name": "Schwab U.S. Large-Cap Growth Index Fund",
        "value": "107478034.84",
        "weight": "0.10099323",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "57585268.26",
        "weight": "0.05411080",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Index Fund",
        "value": "47306075.24",
        "weight": "0.04445181",
        "shared": false
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "42869178.77",
        "weight": "0.04028262",
        "shared": false
      },
      {
        "name": "Schwab Fundamental Emerging Markets Large Company Index Fund",
        "value": "37551599.49",
        "weight": "0.03528588",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Small Company Index Fund",
        "value": "36315296.84",
        "weight": "0.03412417",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "36241895.24",
        "weight": "0.03405520",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Small Company Index Fund",
        "value": "28596585.59",
        "weight": "0.02687118",
        "shared": false
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "19775969.50",
        "weight": "0.01858276",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "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"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030065",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030065/0001410368-26-030065-index.htm"
    }
  ]
}