Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWB1Z vs SWYBX
Shared holdings
8
SWB1Z covered by SWYBX
87.42%
SWYBX covered by SWB1Z
87.42%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWB1Z (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 37.26% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 25.60% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 10.44% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 9.32% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 3.83% | |
| Schwab Government Money Fund | 3.70% | |
| SCHWAB US REIT ETF MUTUAL FUND | 3.21% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 2.79% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 1.94% | |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 1.90% |
SWYBX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 47.32% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 25.36% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 8.31% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 6.81% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 6.36% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.24% | |
| Schwab Government Money Fund | 2.14% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.48% |
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