Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWBGX vs SWBRX
Shared holdings
6
SWBGX covered by SWBRX
48.67%
SWBRX covered by SWBGX
48.67%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWBGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 30.12% | |
| Schwab S&P 500 Index Fund | 15.58% | |
| Schwab International Index Fund | 9.38% | |
| Schwab Fundamental US Large Company Index Fund | 9.20% | |
| Schwab U.S. Large-Cap Growth Index Fund | 8.23% | |
| Schwab Small-Cap Index Fund | 4.33% | |
| Schwab Fundamental International Large Company Index Fund | 4.10% | |
| Schwab Short-Term Bond Index Fund | 3.95% | |
| Schwab Government Money Fund | 3.38% | |
| SCHWAB US REIT ETF MUTUAL FUND | 3.06% | |
| Schwab Fundamental International Small Company Index Fund | 2.64% | |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 2.64% | |
| Schwab Fundamental US Small Company Index Fund | 1.86% | |
| SCHWAB HIGH YIELD BOND ETF | 1.53% |
SWBRX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 27.87% | |
| Baird Aggregate Bond Inst | 15.44% | |
| Schwab S&P 500 Index Fund | 11.86% | |
| Schwab Short-Term Bond Index Fund | 8.33% | |
| Schwab Treasury Inflation Protected Securities Index Fund | 6.88% | |
| Schwab International Opportunities Fund | 3.96% | |
| Schwab Select Large Cap Growth Fund | 3.47% | |
| Schwab International Core Equity Fund | 3.46% | |
| Schwab Government Money Fund | 2.62% | |
| Dodge & Cox Stock Fund | 2.56% | |
| Schwab Global Real Estate Fund | 2.10% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 2.07% | |
| Schwab Fundamental US Large Company Index Fund | 1.93% | |
| Schwab Core Equity Fund | 1.53% | |
| Schwab Small-Cap Equity Fund | 1.39% | |
| Schwab U.S. Mid-Cap Index Fund | 1.23% | |
| Allspring Core Plus Bond Fund - Class R6 | 0.93% | |
| PGIM Jennison Growth Fund | 0.86% | |
| Loomis Sayles Investment Grade Bond Fund | 0.68% | |
| Schwab Fundamental International Large Company Index Fund | 0.44% | |
| Driehaus Small Cap Growth Fund | 0.40% |
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