# Portfolio overlap — SWYMX vs SWYOX

Comparing **Schwab Target 2050 Index Fund** (2026-03-31) and **Schwab Target 2065 Index Fund** (2026-03-31).

- Shared positions: 6
- Schwab Target 2050 Index Fund covered by Schwab Target 2065 Index Fund: 0.9245717116908967559245182573
- Schwab Target 2065 Index Fund covered by Schwab Target 2050 Index Fund: 0.9245717116908967559245182573

## 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 2065 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.528985 | ✓ |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.243566 | ✓ |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.080603 | ✓ |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.068564 | ✓ |
| SCHWAB US REIT ETF MUTUAL FUND | 0.048180 | ✓ |
| SCHWAB U S AGGREGATE BOND ETF | 0.030102 | ✓ |


## 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 `0001410368-26-050069` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826050069/0001410368-26-050069-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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