Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWEGX vs SWHGX
Shared holdings
11
SWEGX covered by SWHGX
80.92%
SWHGX covered by SWEGX
80.92%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
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% |
SWHGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 20.66% | |
| Schwab U.S. Aggregate Bond Index Fund | 15.67% | |
| Schwab International Index Fund | 12.53% | |
| Schwab Fundamental US Large Company Index Fund | 12.26% | |
| Schwab U.S. Large-Cap Growth Index Fund | 10.10% | |
| Schwab Fundamental International Large Company Index Fund | 5.41% | |
| Schwab Small-Cap Index Fund | 4.45% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.03% | |
| Schwab Fundamental Emerging Markets Large Company Index Fund | 3.53% | |
| Schwab Fundamental International Small Company Index Fund | 3.41% | |
| Schwab Government Money Fund | 3.41% | |
| Schwab Fundamental US Small Company Index Fund | 2.69% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 1.86% |
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