{
  "page": "compare",
  "query": {
    "a": "SWYDX",
    "b": "SWYHX"
  },
  "retrieved_at": "2026-07-07T18:04:32+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 2045 Index Fund",
    "ticker": "SWYHX",
    "slug": "SWYHX",
    "series_id": "S000054929",
    "html_url": "https://fundwatcher.app/funds/SWYHX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5923068503073520612815468445",
    "coverage_b_by_a": "0.5923068503073520612815468445",
    "shared_count": 7,
    "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": false
      },
      {
        "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 US LARGE-CAP ETF MUTUAL FUND",
        "value": "505267096.20",
        "weight": "0.48229364",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "217171399.50",
        "weight": "0.20729706",
        "shared": true
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "164172296.34",
        "weight": "0.15670772",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "54906100.70",
        "weight": "0.05240963",
        "shared": false
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "52558028.80",
        "weight": "0.05016832",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "45146965.64",
        "weight": "0.04309423",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "5505431.07",
        "weight": "0.00525511",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "2906431.19",
        "weight": "0.00277428",
        "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": "0001410368-26-050041",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050041/0001410368-26-050041-index.htm"
    }
  ]
}