Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWB1Z vs SWYLX
Shared holdings
8
SWB1Z covered by SWYLX
88.41%
SWYLX covered by SWB1Z
88.41%
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% |
SWYLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 45.15% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 27.13% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 9.31% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 6.48% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 6.01% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.45% | |
| Schwab Government Money Fund | 1.78% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.69% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.