Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWOBX vs SWIRX
Shared holdings
6
SWOBX covered by SWIRX
35.16%
SWIRX covered by SWOBX
35.16%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWOBX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 36.49% | |
| Schwab Core Equity Fund | 26.48% | |
| Schwab Select Large Cap Growth Fund | 14.62% | |
| Schwab International Opportunities Fund | 10.41% | |
| Schwab Small-Cap Equity Fund | 8.96% | |
| Schwab Government Money Fund | 2.36% | |
| State Street Navigator Securities Lending Portfolio II | 0.69% |
SWIRX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 18.46% | |
| Schwab U.S. Aggregate Bond Index Fund | 10.56% | |
| Schwab International Opportunities Fund | 10.44% | |
| Schwab International Core Equity Fund | 8.16% | |
| Schwab Select Large Cap Growth Fund | 6.59% | |
| Dodge & Cox Stock Fund | 4.75% | |
| Schwab Global Real Estate Fund | 4.18% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 4.06% | |
| Schwab Fundamental US Large Company Index Fund | 3.99% | |
| Baird Aggregate Bond Inst | 3.85% | |
| Schwab Core Equity Fund | 3.52% | |
| Schwab Small-Cap Equity Fund | 3.46% | |
| Allspring Core Plus Bond Fund - Class R6 | 3.22% | |
| Schwab Short-Term Bond Index Fund | 3.00% | |
| Loomis Sayles Investment Grade Bond Fund | 2.99% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | 2.00% | |
| PGIM Jennison Growth Fund | 1.69% | |
| Schwab U.S. Mid-Cap Index Fund | 1.63% | |
| Driehaus Small Cap Growth Fund | 1.16% | |
| Schwab Fundamental International Large Company Index Fund | 1.14% | |
| Schwab Government Money Fund | 0.61% | |
| Schwab Treasury Inflation Protected Securities Index Fund | 0.53% |
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