Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

SWGRX vs SWEGX

Shared holdings

SWGRX covered by SWEGX

15.57%

SWEGX covered by SWGRX

15.57%

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.

SWGRX (Jan. 31, 2026)

Security	Weight
Schwab U.S. Aggregate Bond Index Fund	25.53%
Baird Aggregate Bond Inst	13.50%
Schwab S&P 500 Index Fund	12.97%	●
Schwab Short-Term Bond Index Fund	7.59%
Schwab Treasury Inflation Protected Securities Index Fund	6.57%
Schwab International Opportunities Fund	4.85%
Schwab International Core Equity Fund	3.98%
Schwab Select Large Cap Growth Fund	3.93%
Dodge & Cox Stock Fund	2.82%
Schwab Global Real Estate Fund	2.37%
Schwab Government Money Fund	2.19%
Schwab Fundamental US Large Company Index Fund	2.14%	●
PIMCO International Bond Fund U.S. Dollar-Hedged	2.11%
Allspring Core Plus Bond Fund - Class R6	2.03%
Schwab Core Equity Fund	1.71%
Schwab Small-Cap Equity Fund	1.59%
Schwab U.S. Mid-Cap Index Fund	1.36%
PGIM Jennison Growth Fund	0.95%
Loomis Sayles Investment Grade Bond Fund	0.93%
Schwab Fundamental International Large Company Index Fund	0.46%	●
Driehaus Small Cap Growth Fund	0.43%

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%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.