# Portfolio overlap — SWYNX vs SWYOX Comparing **Schwab Target 2060 Index Fund** (2026-03-31) and **Schwab Target 2065 Index Fund** (2026-03-31). - Shared positions: 6 - Schwab Target 2060 Index Fund covered by Schwab Target 2065 Index Fund: 0.9788718626480847229658276524 - Schwab Target 2065 Index Fund covered by Schwab Target 2060 Index Fund: 0.9788718626480847229658276524 ## Schwab Target 2060 Index Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US LARGE-CAP ETF MUTUAL FUND | 0.522511 | ✓ | | SCHWAB INTL EQUITY ETF MUTUAL FUND | 0.237619 | ✓ | | SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 0.075705 | ✓ | | SCHWAB US SMALL-CAP ETF MUTUAL FUND | 0.065635 | ✓ | | SCHWAB U S AGGREGATE BOND ETF | 0.051230 | ✓ | | SCHWAB US REIT ETF MUTUAL FUND | 0.047300 | ✓ | ## 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 `0001410368-26-050037` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-050069` (as of 2026-03-31) --- _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 _