{
  "page": "compare",
  "query": {
    "a": "SWQRX",
    "b": "SWJRX"
  },
  "retrieved_at": "2026-07-07T15:02:35+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 Monthly Income Fund - Target Payout",
    "ticker": "SWJRX",
    "slug": "SWJRX",
    "series_id": "S000021072",
    "html_url": "https://fundwatcher.app/funds/SWJRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.05616461764397103221598021849",
    "coverage_b_by_a": "0.05616461764397103221598021849",
    "shared_count": 2,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "8837542.77",
        "weight": "0.19634374",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": true
      },
      {
        "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": false
      },
      {
        "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": false
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "12644854.04",
        "weight": "0.20100410",
        "shared": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "12322040.34",
        "weight": "0.19587261",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "10827275.71",
        "weight": "0.17211166",
        "shared": true
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "7073664.00",
        "weight": "0.11244380",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4406063.78",
        "weight": "0.07003931",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4357015.18",
        "weight": "0.06925963",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4037182.12",
        "weight": "0.06417552",
        "shared": true
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3902835.91",
        "weight": "0.06203994",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1874229.84",
        "weight": "0.02979298",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "790738.84",
        "weight": "0.01256968",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "672539.95",
        "weight": "0.01069077",
        "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": "0001410368-26-050048",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050048/0001410368-26-050048-index.htm"
    }
  ]
}