Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

SWBGX vs SWCGX

Shared holdings

SWBGX covered by SWCGX

79.91%

SWCGX covered by SWBGX

79.91%

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%	●

SWCGX (Jan. 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	47.64%	●
Schwab S&P 500 Index Fund	10.96%	●
Schwab International Index Fund	6.30%	●
Schwab Short-Term Bond Index Fund	6.27%	●
Schwab Fundamental US Large Company Index Fund	6.15%	●
Schwab U.S. Large-Cap Growth Index Fund	4.99%	●
Schwab Government Money Fund	3.44%	●
Schwab Small-Cap Index Fund	2.93%	●
Schwab Fundamental International Large Company Index Fund	2.75%	●
SCHWAB US REIT ETF MUTUAL FUND	2.04%	●
Schwab Fundamental Emerging Markets Large Company Index Fund	1.78%	●
Schwab Fundamental International Small Company Index Fund	1.76%	●
SCHWAB HIGH YIELD BOND ETF	1.72%	●
Schwab Fundamental US Small Company Index Fund	1.27%	●

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.