{
  "page": "compare",
  "query": {
    "a": "SWYDX",
    "b": "SWYEX"
  },
  "retrieved_at": "2026-07-07T16:17:33+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 2025 Index Fund",
    "ticker": "SWYDX",
    "slug": "SWYDX",
    "series_id": "S000054925",
    "html_url": "https://fundwatcher.app/funds/SWYDX/"
  },
  "fund_b": {
    "name": "Schwab Target 2030 Index Fund",
    "ticker": "SWYEX",
    "slug": "SWYEX",
    "series_id": "S000054926",
    "html_url": "https://fundwatcher.app/funds/SWYEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8733785324698646150134041543",
    "coverage_b_by_a": "0.8733785324698646150134041543",
    "shared_count": 8,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "277107990.84",
        "weight": "0.43753542",
        "shared": true
      },
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "178658417.48",
        "weight": "0.28208997",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "64582600.50",
        "weight": "0.10197171",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "38951990.88",
        "weight": "0.06150265",
        "shared": true
      },
      {
        "name": "SCHWAB U.S. TIPS ETF MUTUAL FUND",
        "value": "36658175.49",
        "weight": "0.05788086",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "16193273.74",
        "weight": "0.02556812",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "11362050.36",
        "weight": "0.01793994",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "9823920.13",
        "weight": "0.01551133",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "628076990.52",
        "weight": "0.37472208",
        "shared": true
      },
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "582230350.88",
        "weight": "0.34736915",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "224354394.00",
        "weight": "0.13385389",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "56670304.38",
        "weight": "0.03381053",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "53303108.32",
        "weight": "0.03180160",
        "shared": true
      },
      {
        "name": "SCHWAB U.S. TIPS ETF MUTUAL FUND",
        "value": "45388943.10",
        "weight": "0.02707986",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "42203484.12",
        "weight": "0.02517936",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "26796389.80",
        "weight": "0.01598721",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "17090195.10",
        "weight": "0.01019632",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050038",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050038/0001410368-26-050038-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050052",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050052/0001410368-26-050052-index.htm"
    }
  ]
}