# Portfolio overlap — SWORX vs SWDRX

Comparing **Schwab Target 2055 Fund** (2026-01-31) and **Schwab Target 2030 Fund** (2026-01-31).

- Shared positions: 20
- Schwab Target 2055 Fund covered by Schwab Target 2030 Fund: 0.6616385412507176506543773102
- Schwab Target 2030 Fund covered by Schwab Target 2055 Fund: 0.6616385412507176506543773103

## Schwab Target 2055 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.193467 | ✓ |
| Schwab International Opportunities Fund | 0.141681 | ✓ |
| Schwab International Core Equity Fund | 0.107575 | ✓ |
| Schwab Select Large Cap Growth Fund | 0.092012 | ✓ |
| Dodge & Cox Stock Fund | 0.060869 | ✓ |
| Schwab Fundamental US Large Company Index Fund | 0.059469 | ✓ |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.057705 | ✓ |
| Schwab Small-Cap Equity Fund | 0.055499 | ✓ |
| Schwab Global Real Estate Fund | 0.050428 | ✓ |
| Schwab Core Equity Fund | 0.045071 | ✓ |
| PGIM Jennison Growth Fund | 0.022815 | ✓ |
| Schwab U.S. Aggregate Bond Index Fund | 0.020103 | ✓ |
| Schwab U.S. Mid-Cap Index Fund | 0.018771 | ✓ |
| Driehaus Small Cap Growth Fund | 0.018027 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.017884 | ✓ |
| Schwab Fundamental International Large Company Index Fund | 0.013504 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.009948 | ✓ |
| Allspring Core Plus Bond Fund - Class R6 | 0.006821 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.005962 | ✓ |
| Baird Aggregate Bond Inst | 0.002388 | ✓ |

## Schwab Target 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.171517 | ✓ |
| Schwab U.S. Aggregate Bond Index Fund | 0.154446 | ✓ |
| Schwab International Opportunities Fund | 0.086830 | ✓ |
| Schwab International Core Equity Fund | 0.067206 | ✓ |
| Baird Aggregate Bond Inst | 0.066595 | ✓ |
| Schwab Select Large Cap Growth Fund | 0.054465 | ✓ |
| Schwab Short-Term Bond Index Fund | 0.045315 | ✓ |
| Dodge & Cox Stock Fund | 0.040542 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.038272 | ✓ |
| Allspring Core Plus Bond Fund - Class R6 | 0.036974 | ✓ |
| Schwab Global Real Estate Fund | 0.036076 | ✓ |
| Schwab Fundamental US Large Company Index Fund | 0.030795 | ✓ |
| Schwab Core Equity Fund | 0.029966 | ✓ |
| Schwab Small-Cap Equity Fund | 0.029079 | ✓ |
| Loomis Sayles Investment Grade Bond Fund | 0.026231 | ✓ |
| Schwab Treasury Inflation Protected Securities Index Fund | 0.023429 |  |
| Schwab U.S. Mid-Cap Index Fund | 0.015381 | ✓ |
| PGIM Jennison Growth Fund | 0.013697 | ✓ |
| Schwab Government Money Fund | 0.010205 |  |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.008779 | ✓ |
| Schwab Fundamental International Large Company Index Fund | 0.008039 | ✓ |
| Driehaus Small Cap Growth Fund | 0.006161 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030035` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030035/0001410368-26-030035-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030048` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030048/0001410368-26-030048-index.htm>

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