# Portfolio overlap — SWYDX vs SWYAX

Comparing **Schwab Target 2025 Index Fund** (2026-03-31) and **Schwab Target 2010 Index Fund** (2026-03-31).

- Shared positions: 8
- Schwab Target 2025 Index Fund covered by Schwab Target 2010 Index Fund: 0.8993563557038947803356365333
- Schwab Target 2010 Index Fund covered by Schwab Target 2025 Index Fund: 0.8993563557038947803356365333

## Schwab Target 2025 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB U S AGGREGATE BOND ETF | 0.437535 | ✓ |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.282090 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.101972 | ✓ |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.061503 | ✓ |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.057881 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.025568 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.017940 | ✓ |
| Schwab Government Money Fund | 0.015511 | ✓ |

## Schwab Target 2010 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB U S AGGREGATE BOND ETF | 0.504407 | ✓ |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.225122 | ✓ |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.074542 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.069861 | ✓ |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.068292 | ✓ |
| Schwab Government Money Fund | 0.025833 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.019456 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.012488 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050038` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050038/0001410368-26-050038-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050057` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050057/0001410368-26-050057-index.htm>

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_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._

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