{
  "page": "compare",
  "query": {
    "a": "SWYOX",
    "b": "SWYGX"
  },
  "retrieved_at": "2026-07-07T18:05:48+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 Target 2040 Index Fund",
    "ticker": "SWYGX",
    "slug": "SWYGX",
    "series_id": "S000054928",
    "html_url": "https://fundwatcher.app/funds/SWYGX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7906540022611946759496145357",
    "coverage_b_by_a": "0.7906540022611946759496145358",
    "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": "695940110.00",
        "weight": "0.44988879",
        "shared": true
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "350649956.88",
        "weight": "0.22667681",
        "shared": true
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "289368337.50",
        "weight": "0.18706146",
        "shared": true
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "64775525.52",
        "weight": "0.04187398",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "63274214.50",
        "weight": "0.04090346",
        "shared": true
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "63151781.91",
        "weight": "0.04082432",
        "shared": true
      },
      {
        "name": "Schwab Strategic Trust SHORT-TERM US TREASURY ETF",
        "value": "12097381.50",
        "weight": "0.00782032",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "7658550.07",
        "weight": "0.00495085",
        "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": "0001410368-26-050062",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050062/0001410368-26-050062-index.htm"
    }
  ]
}