# Portfolio overlap — IVOL vs SWYLX Comparing **Quadratic Interest Rate Volatility and Inflation Hedge ETF** (2026-03-31) and **Schwab Target 2020 Index Fund** (2026-03-31). - Shared positions: 1 - Quadratic Interest Rate Volatility and Inflation Hedge ETF covered by Schwab Target 2020 Index Fund: 0.06012843937556355774263237148 - Schwab Target 2020 Index Fund covered by Quadratic Interest Rate Volatility and Inflation Hedge ETF: 0.06012843937556355774263237148 ## Quadratic Interest Rate Volatility and Inflation Hedge ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.887643 | ✓ | | USD CMS 2-10 04/14/2027 20 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.018843 | | | USD CMS 2-10 05/17/2028 55 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.018383 | | | USD CMS 2-10 09/15/2027 50 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.015837 | | | USD CMS 2-10 10/18/2029 38 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.015826 | | | USD CMS 2-10 09/15/2028 85 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.012716 | | | USD CMS 2-10 12/09/2026 28 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.011910 | | | USD CMS 2-10 06/15/2027 70 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.010415 | | | USD CMS 2-10 11/13/2026 43 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.005834 | | | USD CMS 2-10 08/13/2026 48 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.002559 | | | USD CMS 2-10 04/16/2026 53 CAP E CONSTANT MATURITY SWAP SPREAD OPTION | 0.000034 | | ## Schwab Target 2020 Index Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB U S AGGREGATE BOND ETF | 0.451459 | | | SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.271257 | | | SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.093147 | | | Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.064763 | | | SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.060128 | ✓ | | SCHWAB US REIT ETF MUTUAL FUND | 0.024536 | | | Schwab Government Money Fund | 0.017772 | | | SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.016937 | | ## Sources - N-PORT (fund A) — accession `0002048251-26-004681` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-050055` (as of 2026-03-31) --- _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._ _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._ _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. See _