Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWB1Z vs SWYDX
Shared holdings
8
SWB1Z covered by SWYDX
88.94%
SWYDX covered by SWB1Z
88.94%
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% |
SWYDX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 43.75% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 28.21% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 10.20% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 6.15% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 5.79% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.56% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.79% | |
| Schwab Government Money Fund | 1.55% |
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