Compare fund portfolios

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

vs

SWC1Z vs SWYGX

Shared holdings
8
SWC1Z covered by SWYGX
84.84%
SWYGX covered by SWC1Z
84.84%

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.

SWC1Z (March 31, 2026)

SecurityWeight
SCHWAB US LARGE-CAP ETF MUTUAL FUND34.06%
SCHWAB U S AGGREGATE BOND ETF27.02%
SCHWAB INTL EQUITY ETF MUTUAL FUND15.42%
SCHWAB US REIT ETF MUTUAL FUND4.49%
SCHWAB US SMALL-CAP ETF MUTUAL FUND4.21%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF4.09%
Schwab Government Money Fund3.63%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND3.16%
SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND2.86%
SCHWAB U.S. TIPS ETF MUTUAL FUND1.06%

SWYGX (March 31, 2026)

SecurityWeight
SCHWAB US LARGE-CAP ETF MUTUAL FUND44.99%
SCHWAB U S AGGREGATE BOND ETF22.67%
SCHWAB INTL EQUITY ETF MUTUAL FUND18.71%
SCHWAB US SMALL-CAP ETF MUTUAL FUND4.19%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND4.09%
SCHWAB US REIT ETF MUTUAL FUND4.08%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF0.78%
Schwab Government Money Fund0.50%

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