Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWCGX vs SWOBX
Shared holdings
2
SWCGX covered by SWOBX
38.84%
SWOBX covered by SWCGX
38.84%
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.
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% |
SWOBX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 36.49% | |
| Schwab Core Equity Fund | 26.48% | |
| Schwab Select Large Cap Growth Fund | 14.62% | |
| Schwab International Opportunities Fund | 10.41% | |
| Schwab Small-Cap Equity Fund | 8.96% | |
| Schwab Government Money Fund | 2.36% | |
| State Street Navigator Securities Lending Portfolio II | 0.69% |
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