{
  "page": "compare",
  "query": {
    "a": "SWYMX",
    "b": "SWB1Z"
  },
  "retrieved_at": "2026-07-07T16:49:22+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 2050 Index Fund",
    "ticker": "SWYMX",
    "slug": "SWYMX",
    "series_id": "S000054919",
    "html_url": "https://fundwatcher.app/funds/SWYMX/"
  },
  "fund_b": {
    "name": "Schwab VIT Balanced Portfolio",
    "ticker": "SWB1Z",
    "slug": "SWB1Z",
    "series_id": "S000036326",
    "html_url": "https://fundwatcher.app/funds/SWB1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5454009723012840433320276632",
    "coverage_b_by_a": "0.5454009723012840433320276632",
    "shared_count": 7,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "716332319.92",
        "weight": "0.50450835",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "317044802.25",
        "weight": "0.22329266",
        "shared": true
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "148683720.42",
        "weight": "0.10471701",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "90036599.90",
        "weight": "0.06341221",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "81945840.60",
        "weight": "0.05771394",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "64664162.15",
        "weight": "0.04554256",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "1154729.16",
        "weight": "0.00081327",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "28544601.42",
        "weight": "0.37261088",
        "shared": true
      },
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "19615164.08",
        "weight": "0.25604924",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "7996576.50",
        "weight": "0.10438441",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "7139724.33",
        "weight": "0.09319937",
        "shared": false
      },
      {
        "name": "SCHWAB U.S. TIPS ETF MUTUAL FUND",
        "value": "2932900.98",
        "weight": "0.03828503",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "2837208.20",
        "weight": "0.03703589",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "2458047.69",
        "weight": "0.03208646",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "2140549.72",
        "weight": "0.02794196",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "1486835.80",
        "weight": "0.01940862",
        "shared": true
      },
      {
        "name": "SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND",
        "value": "1455390.12",
        "weight": "0.01899814",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050051",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050051/0001410368-26-050051-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050039",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050039/0001410368-26-050039-index.htm"
    }
  ]
}