{
  "page": "compare",
  "query": {
    "a": "SWQRX",
    "b": "SWIRX"
  },
  "retrieved_at": "2026-07-07T15:44:11+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 Target 2035 Fund",
    "ticker": "SWIRX",
    "slug": "SWIRX",
    "series_id": "S000020937",
    "html_url": "https://fundwatcher.app/funds/SWIRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7357488552252879221576861942",
    "coverage_b_by_a": "0.7357488552252879221576861942",
    "shared_count": 18,
    "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": true
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "4878336.93",
        "weight": "0.10838204",
        "shared": true
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "4330333.79",
        "weight": "0.09620705",
        "shared": true
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "3079254.25",
        "weight": "0.06841181",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "2893681.70",
        "weight": "0.06428894",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "2295657.21",
        "weight": "0.05100263",
        "shared": true
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "2115110.93",
        "weight": "0.04699143",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "1107490.57",
        "weight": "0.02460512",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "931688.14",
        "weight": "0.02069932",
        "shared": true
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "904650.68",
        "weight": "0.02009863",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "238935.72",
        "weight": "0.00530844",
        "shared": true
      },
      {
        "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 S&P 500 Index Fund",
        "value": "127459109.62",
        "weight": "0.18462920",
        "shared": true
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "72901740.43",
        "weight": "0.10560084",
        "shared": true
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "72040884.53",
        "weight": "0.10435386",
        "shared": true
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "56358424.07",
        "weight": "0.08163724",
        "shared": true
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "45522172.08",
        "weight": "0.06594054",
        "shared": true
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "32794142.51",
        "weight": "0.04750352",
        "shared": true
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "28830376.83",
        "weight": "0.04176186",
        "shared": true
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "28031851.25",
        "weight": "0.04060516",
        "shared": true
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "27553548.64",
        "weight": "0.03991233",
        "shared": true
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "26583635.24",
        "weight": "0.03850737",
        "shared": false
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "24276809.35",
        "weight": "0.03516585",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "23896936.29",
        "weight": "0.03461559",
        "shared": true
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "22238893.47",
        "weight": "0.03221385",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "20676074.35",
        "weight": "0.02995005",
        "shared": true
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "20650372.53",
        "weight": "0.02991282",
        "shared": true
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "13776090.16",
        "weight": "0.01995517",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "11696950.96",
        "weight": "0.01694346",
        "shared": true
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "11268315.77",
        "weight": "0.01632257",
        "shared": true
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "8040238.48",
        "weight": "0.01164658",
        "shared": true
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "7836261.54",
        "weight": "0.01135111",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "4234343.27",
        "weight": "0.00613360",
        "shared": false
      },
      {
        "name": "Schwab Treasury Inflation Protected Securities Index Fund",
        "value": "3684695.49",
        "weight": "0.00533742",
        "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": "0001410368-26-030041",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030041/0001410368-26-030041-index.htm"
    }
  ]
}