# Portfolio overlap — SWYMX vs SWYFX

Comparing **Schwab Target 2050 Index Fund** (2026-03-31) and **Schwab Target 2035 Index Fund** (2026-03-31).

- Shared positions: 7
- Schwab Target 2050 Index Fund covered by Schwab Target 2035 Index Fund: 0.7774055583276804909664895803
- Schwab Target 2035 Index Fund covered by Schwab Target 2050 Index Fund: 0.7774055583276804909664895803

## Schwab Target 2050 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.504508 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.223293 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.104717 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.063412 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.057714 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.045543 | ✓ |
| Schwab Government Money Fund | 0.000813 | ✓ |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050051` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050051/0001410368-26-050051-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050060` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050060/0001410368-26-050060-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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