{
  "page": "compare",
  "query": {
    "a": "SWQRX",
    "b": "SWBGX"
  },
  "retrieved_at": "2026-07-07T19:16:44+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 Target 2065 Fund",
    "ticker": "SWQRX",
    "slug": "SWQRX",
    "series_id": "S000071107",
    "html_url": "https://fundwatcher.app/funds/SWQRX/"
  },
  "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": "0.2403862246284906297364364204",
    "coverage_b_by_a": "0.2403862246284906297364364204",
    "shared_count": 5,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "8837542.77",
        "weight": "0.19634374",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "6487176.98",
        "weight": "0.14412565",
        "shared": false
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "4878336.93",
        "weight": "0.10838204",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "4330333.79",
        "weight": "0.09620705",
        "shared": false
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "3079254.25",
        "weight": "0.06841181",
        "shared": false
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "2893681.70",
        "weight": "0.06428894",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "2782331.66",
        "weight": "0.06181508",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "2707796.98",
        "weight": "0.06015914",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "2295657.21",
        "weight": "0.05100263",
        "shared": false
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "2115110.93",
        "weight": "0.04699143",
        "shared": false
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "1107490.57",
        "weight": "0.02460512",
        "shared": false
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "931688.14",
        "weight": "0.02069932",
        "shared": false
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "904650.68",
        "weight": "0.02009863",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "578810.78",
        "weight": "0.01285944",
        "shared": true
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "397520.43",
        "weight": "0.00883171",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "238935.72",
        "weight": "0.00530844",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "232344.03",
        "weight": "0.00516199",
        "shared": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "211902.64",
        "weight": "0.00470784",
        "shared": true
      }
    ],
    "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": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "24766181.56",
        "weight": "0.03950032",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "21201747.84",
        "weight": "0.03381530",
        "shared": false
      },
      {
        "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": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030037",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030037/0001410368-26-030037-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"
    }
  ]
}