Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWEGX vs SWYNX
Shared holdings
2
SWEGX covered by SWYNX
7.48%
SWYNX covered by SWEGX
7.48%
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% |
SWYNX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 52.25% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 23.76% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 7.57% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.56% | |
| SCHWAB U S AGGREGATE BOND ETF | 5.12% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.73% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.