Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWDRX vs SWHRX
Shared holdings
21
SWDRX covered by SWHRX
81.26%
SWHRX covered by SWDRX
81.26%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWDRX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 17.15% | |
| Schwab U.S. Aggregate Bond Index Fund | 15.44% | |
| Schwab International Opportunities Fund | 8.68% | |
| Schwab International Core Equity Fund | 6.72% | |
| Baird Aggregate Bond Inst | 6.66% | |
| Schwab Select Large Cap Growth Fund | 5.45% | |
| Schwab Short-Term Bond Index Fund | 4.53% | |
| Dodge & Cox Stock Fund | 4.05% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 3.83% | |
| Allspring Core Plus Bond Fund - Class R6 | 3.70% | |
| Schwab Global Real Estate Fund | 3.61% | |
| Schwab Fundamental US Large Company Index Fund | 3.08% | |
| Schwab Core Equity Fund | 3.00% | |
| Schwab Small-Cap Equity Fund | 2.91% | |
| Loomis Sayles Investment Grade Bond Fund | 2.62% | |
| Schwab Treasury Inflation Protected Securities Index Fund | 2.34% | |
| Schwab U.S. Mid-Cap Index Fund | 1.54% | |
| PGIM Jennison Growth Fund | 1.37% | |
| Schwab Government Money Fund | 1.02% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.88% | |
| Schwab Fundamental International Large Company Index Fund | 0.80% | |
| Driehaus Small Cap Growth Fund | 0.62% |
SWHRX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 22.96% | |
| Schwab S&P 500 Index Fund | 14.46% | |
| Baird Aggregate Bond Inst | 11.25% | |
| Schwab Short-Term Bond Index Fund | 6.90% | |
| Schwab Treasury Inflation Protected Securities Index Fund | 6.00% | |
| Schwab International Opportunities Fund | 5.79% | |
| Schwab International Core Equity Fund | 4.72% | |
| Schwab Select Large Cap Growth Fund | 4.23% | |
| Dodge & Cox Stock Fund | 3.15% | |
| Allspring Core Plus Bond Fund - Class R6 | 2.99% | |
| Schwab Global Real Estate Fund | 2.68% | |
| Schwab Fundamental US Large Company Index Fund | 2.43% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 2.25% | |
| Schwab Core Equity Fund | 1.83% | |
| Schwab Small-Cap Equity Fund | 1.66% | |
| Schwab Government Money Fund | 1.61% | |
| Schwab U.S. Mid-Cap Index Fund | 1.55% | |
| Loomis Sayles Investment Grade Bond Fund | 1.35% | |
| PGIM Jennison Growth Fund | 1.01% | |
| Driehaus Small Cap Growth Fund | 0.60% | |
| Schwab Fundamental International Large Company Index Fund | 0.57% |
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