# Portfolio overlap — SWYDX vs SWYPX

Comparing **Schwab Target 2025 Index Fund** (2026-03-31) and **Schwab Target 2070 Index Fund** (2026-03-31).

- Shared positions: 5
- Schwab Target 2025 Index Fund covered by Schwab Target 2070 Index Fund: 0.4533577875756568883656044751
- Schwab Target 2070 Index Fund covered by Schwab Target 2025 Index Fund: 0.4533577875756568883656044750

## 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 2070 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.530676 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.245077 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.081329 |  |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.068857 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.048273 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.025788 | ✓ |


## 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 `0001410368-26-050040` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050040/0001410368-26-050040-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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