Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWERX vs SWCGX
Shared holdings
6
SWERX covered by SWCGX
26.45%
SWCGX covered by SWERX
26.45%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 21 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWERX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 19.07% | |
| Schwab International Opportunities Fund | 11.86% | |
| Schwab International Core Equity Fund | 9.13% | |
| Schwab Select Large Cap Growth Fund | 7.54% | |
| Schwab U.S. Aggregate Bond Index Fund | 7.11% | |
| Dodge & Cox Stock Fund | 5.35% | |
| Schwab Fundamental US Large Company Index Fund | 4.81% | |
| Schwab Global Real Estate Fund | 4.62% | |
| Schwab Small-Cap Equity Fund | 4.36% | |
| Schwab Core Equity Fund | 3.94% | |
| Loomis Sayles Investment Grade Bond Fund | 3.08% | |
| Baird Aggregate Bond Inst | 3.05% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 2.99% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | 2.96% | |
| Schwab Short-Term Bond Index Fund | 2.07% | |
| PGIM Jennison Growth Fund | 1.96% | |
| Schwab U.S. Mid-Cap Index Fund | 1.73% | |
| Allspring Core Plus Bond Fund - Class R6 | 1.68% | |
| Driehaus Small Cap Growth Fund | 1.19% | |
| Schwab Fundamental International Large Company Index Fund | 1.10% | |
| Schwab Government Money Fund | 0.39% |
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% |
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