{
  "page": "compare",
  "query": {
    "a": "SWYOX",
    "b": "SWC1Z"
  },
  "retrieved_at": "2026-07-07T17:45:38+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 Index Fund",
    "ticker": "SWYOX",
    "slug": "SWYOX",
    "series_id": "S000071108",
    "html_url": "https://fundwatcher.app/funds/SWYOX/"
  },
  "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": "0.6434177491272454989113225484",
    "coverage_b_by_a": "0.6434177491272454989113225484",
    "shared_count": 6,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "200773609.76",
        "weight": "0.52898531",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "92444121.00",
        "weight": "0.24356579",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "30592493.40",
        "weight": "0.08060312",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "26023052.24",
        "weight": "0.06856385",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "18286442.72",
        "weight": "0.04817994",
        "shared": true
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "11425052.70",
        "weight": "0.03010199",
        "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": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "6251858.28",
        "weight": "0.03630064",
        "shared": false
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "5434278.75",
        "weight": "0.03155346",
        "shared": true
      },
      {
        "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": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050069",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050069/0001410368-26-050069-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"
    }
  ]
}