{
  "page": "compare",
  "query": {
    "a": "SWORX",
    "b": "SWKRX"
  },
  "retrieved_at": "2026-07-07T15:01:41+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 Target 2055 Fund",
    "ticker": "SWORX",
    "slug": "SWORX",
    "series_id": "S000039607",
    "html_url": "https://fundwatcher.app/funds/SWORX/"
  },
  "fund_b": {
    "name": "Schwab Monthly Income Fund - Flexible Payout",
    "ticker": "SWKRX",
    "slug": "SWKRX",
    "series_id": "S000021073",
    "html_url": "https://fundwatcher.app/funds/SWKRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07053078440774101025561054138",
    "coverage_b_by_a": "0.07053078440774101025561054138",
    "shared_count": 2,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "55371650.21",
        "weight": "0.19346744",
        "shared": false
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "40549927.41",
        "weight": "0.14168063",
        "shared": false
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "30788547.60",
        "weight": "0.10757457",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "26334396.07",
        "weight": "0.09201185",
        "shared": false
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "17420975.60",
        "weight": "0.06086854",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "17020494.75",
        "weight": "0.05946927",
        "shared": false
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "16515630.98",
        "weight": "0.05770528",
        "shared": false
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "15884233.08",
        "weight": "0.05549919",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "14432839.04",
        "weight": "0.05042805",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "12899742.41",
        "weight": "0.04507144",
        "shared": false
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "6529867.78",
        "weight": "0.02281523",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "5753534.32",
        "weight": "0.02010273",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "5372494.65",
        "weight": "0.01877139",
        "shared": false
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "5159547.21",
        "weight": "0.01802735",
        "shared": false
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "5118420.01",
        "weight": "0.01788366",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "3865044.52",
        "weight": "0.01350439",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "2847148.00",
        "weight": "0.00994788",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "1952237.53",
        "weight": "0.00682108",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "1706468.70",
        "weight": "0.00596237",
        "shared": false
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "683362.69",
        "weight": "0.00238766",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "15526166.24",
        "weight": "0.20035870",
        "shared": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "15287949.14",
        "weight": "0.19728461",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "5483790.08",
        "weight": "0.07076602",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "5367049.66",
        "weight": "0.06925954",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "2345656.32",
        "weight": "0.03026972",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "1011228.57",
        "weight": "0.01304948",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "733171.35",
        "weight": "0.00946127",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030035",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030035/0001410368-26-030035-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}