# Portfolio overlap — SWYFX vs SWYDX

Comparing **Schwab Target 2035 Index Fund** (2026-03-31) and **Schwab Target 2025 Index Fund** (2026-03-31).

- Shared positions: 8
- Schwab Target 2035 Index Fund covered by Schwab Target 2025 Index Fund: 0.7556944574230146996581911875
- Schwab Target 2025 Index Fund covered by Schwab Target 2035 Index Fund: 0.7556944574230146996581911874

## Schwab Target 2035 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.407890 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.298786 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.164096 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.037061 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.033100 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.029727 |  |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.015385 | ✓ |
| Schwab Government Money Fund | 0.007036 | ✓ |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.006918 | ✓ |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050060` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050060/0001410368-26-050060-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050038` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050038/0001410368-26-050038-index.htm>

---

_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 <https://fundwatcher.app/terms/>_
