Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWLRX vs EVVLX
Shared holdings
2
SWLRX covered by EVVLX
8.38%
EVVLX covered by SWLRX
8.38%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 12 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWLRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 25.96% | |
| SCHWAB US DVD EQUITY ETF MUTUAL FUND | 12.93% | |
| Schwab International Dividend Equity ETF | 10.80% | |
| SCHWAB HIGH YIELD BOND ETF | 9.11% | |
| Schwab 5-10 Year Corporate Bond ETF | 9.03% | |
| Schwab 1-5 Year Corporate Bond ETF | 8.13% | |
| C&S-PR SEC I-I | 6.88% | |
| SCHWAB LONG TERM U S TREASURY ETF | 5.99% | |
| T ROWE PR INST FLTNG RT-INST | 5.14% | |
| Schwab Global Real Estate Fund | 3.59% | |
| Schwab Government Money Fund | 1.29% | |
| State Street Navigator Securities Lending Portfolio II | 1.14% |
EVVLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ISHARES CONVT BD | 7.65% | |
| T ROWE PR INST FLTNG RT-INST | 6.07% | |
| Pacer Aristotle Pacific Floating Rate High Income ETF | 5.98% | |
| Eaton Vance Total Return Bond ETF | 5.24% | |
| Vanguard Intermediate-Term Bond ETF | 4.66% | |
| Vanguard Emerging Markets Bond Fund, Admiral Shares | 4.56% | |
| Dodge & Cox Global Bond Fund - Class I | 3.92% | |
| WisdomTree Interest Rate Hedged High Yield Bond Fund | 3.92% | |
| ISHARES 7-10 YEAR TSY. BD | 3.62% | |
| ISHARES 10 20 YEAR TREASURY BOND ETF | 3.60% | |
| Vanguard Core Bond Fund, Admiral Shares | 3.49% | |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 3.24% | |
| Schwab 5-10 Year Corporate Bond ETF | 3.23% | |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 3.23% | |
| Hartford Schroders Emerging Markets Multi-Sector Bond Fund - Class SDR | 3.17% | |
| JPMorgan Inflation Managed Bond ETF | 3.12% | |
| Allspring Core Plus Bond Fund - Class R6 | 2.99% | |
| The Gabelli U.S. Treasury Money Market Fund | 2.82% | |
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 1.99% | |
| American High-Income Trust - Class F-3 | 1.99% | |
| JPMorgan International Bond Opportunities ETF | 1.98% | |
| VanEck IG Floating Rate ETF | 1.69% | |
| MSILF Government Portfolio - Class Advisory | 1.60% | |
| VANGUARD SHORT-TERM TIPS MUTUAL FUND | 1.55% | |
| EV-SHRT DUR | 1.49% | |
| ISHR 1-5Y INV GR | 1.24% | |
| First Trust U.S. Equity Opportunities ETF | 0.77% | |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.51% | |
| SCHW-US L/C GRW | 0.51% | |
| Nuveen Large Cap Growth Index Fund - Class R6 | 0.50% | |
| VANGUARD GRW ETF | 0.50% | |
| SS SPDR S&P15 VT | 0.44% | |
| WisdomTree U.S. Value Fund | 0.43% | |
| Vanguard S&P 500 ETF | 0.42% | |
| VANGUARD US MOMENTUM FACTOR MUTUAL FUND | 0.41% | |
| Schwab Fundamental U.S. Large Company ETF | 0.39% | |
| Invesco Dorsey Wright Developed Markets Momentum ETF | 0.38% | |
| iShares Morningstar Value ETF | 0.38% | |
| Vanguard Strategic Equity Fund - Class Investor | 0.37% | |
| U.S. Large Company Portfolio | 0.37% | |
| VNGRD MULTI ETF | 0.35% | |
| Vanguard Russell 2000 Growth | 0.32% | |
| iShares Morningstar Small-Cap Growth ETF | 0.32% | |
| VictoryShares U.S. Small Mid Cap Value Momentum ETF | 0.31% | |
| Vanguard Strategic Small-Cap Equity Investor Class | 0.31% | |
| DFA U.S. Targeted Value Portfolio - Class Institutional | 0.30% | |
| Vanguard Mega Cap ETF | 0.30% | |
| ISHARES US SMALLCAP EQUITY F MUTUAL FUND | 0.30% | |
| VANGUARD LARGE-CAP ETF MUTUAL FUND | 0.28% | |
| Vanguard Global Capital Cycles Fund - Class Investor | 0.28% |
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