Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWBGX vs SWEGX
Shared holdings
10
SWBGX covered by SWEGX
61.02%
SWEGX covered by SWBGX
61.02%
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% |
SWEGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 23.60% | |
| Schwab International Index Fund | 16.37% | |
| Schwab Fundamental US Large Company Index Fund | 13.65% | |
| Schwab U.S. Large-Cap Growth Index Fund | 11.88% | |
| Schwab Fundamental International Large Company Index Fund | 7.37% | |
| Schwab Small-Cap Index Fund | 5.48% | |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 5.24% | |
| Schwab Fundamental International Small Company Index Fund | 5.18% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.96% | |
| Schwab Fundamental US Small Company Index Fund | 3.52% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 2.75% |
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