{
  "page": "compare",
  "query": {
    "a": "SWYLX",
    "b": "SWC1Z"
  },
  "retrieved_at": "2026-07-07T17:11:07+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 2020 Index Fund",
    "ticker": "SWYLX",
    "slug": "SWYLX",
    "series_id": "S000054924",
    "html_url": "https://fundwatcher.app/funds/SWYLX/"
  },
  "fund_b": {
    "name": "Schwab VIT Balanced with Growth Portfolio",
    "ticker": "SWC1Z",
    "slug": "SWC1Z",
    "series_id": "S000036327",
    "html_url": "https://fundwatcher.app/funds/SWC1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7453957071454621643835394754",
    "coverage_b_by_a": "0.7453957071454621643835394755",
    "shared_count": 8,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "128286459.72",
        "weight": "0.45145861",
        "shared": true
      },
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "77080455.12",
        "weight": "0.27125727",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "26468565.75",
        "weight": "0.09314671",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "18403115.82",
        "weight": "0.06476323",
        "shared": true
      },
      {
        "name": "SCHWAB U.S. TIPS ETF MUTUAL FUND",
        "value": "17086094.73",
        "weight": "0.06012844",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "6972258.58",
        "weight": "0.02453639",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "5050063.43",
        "weight": "0.01777190",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "4812943.56",
        "weight": "0.01693744",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "58652807.64",
        "weight": "0.34056024",
        "shared": true
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "46538963.64",
        "weight": "0.27022271",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "26553903.75",
        "weight": "0.15418194",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "7741041.84",
        "weight": "0.04494740",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "7245950.84",
        "weight": "0.04207271",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "7049852.52",
        "weight": "0.04093409",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "6251858.28",
        "weight": "0.03630064",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "5434278.75",
        "weight": "0.03155346",
        "shared": false
      },
      {
        "name": "SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND",
        "value": "4932098.28",
        "weight": "0.02863762",
        "shared": false
      },
      {
        "name": "SCHWAB U.S. TIPS ETF MUTUAL FUND",
        "value": "1823716.35",
        "weight": "0.01058918",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050055",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050055/0001410368-26-050055-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050045",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050045/0001410368-26-050045-index.htm"
    }
  ]
}