Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWMRX vs SWERX
Shared holdings
21
SWMRX covered by SWERX
93.50%
SWERX covered by SWMRX
93.50%
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.
SWMRX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 19.21% | |
| Schwab International Opportunities Fund | 13.02% | |
| Schwab International Core Equity Fund | 9.79% | |
| Schwab Select Large Cap Growth Fund | 8.54% | |
| Dodge & Cox Stock Fund | 5.67% | |
| Schwab Fundamental US Large Company Index Fund | 5.54% | |
| Schwab Global Real Estate Fund | 4.78% | |
| Schwab Small-Cap Equity Fund | 4.57% | |
| Schwab U.S. Aggregate Bond Index Fund | 4.55% | |
| Schwab Core Equity Fund | 4.09% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | 4.05% | |
| Loomis Sayles Investment Grade Bond Fund | 2.77% | |
| PGIM Jennison Growth Fund | 2.13% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 2.03% | |
| Schwab U.S. Mid-Cap Index Fund | 1.81% | |
| Baird Aggregate Bond Inst | 1.79% | |
| Driehaus Small Cap Growth Fund | 1.62% | |
| Schwab Short-Term Bond Index Fund | 1.31% | |
| Schwab Fundamental International Large Company Index Fund | 1.30% | |
| Allspring Core Plus Bond Fund - Class R6 | 1.24% | |
| Schwab Government Money Fund | 0.18% |
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% |
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