Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWORX vs SWJRX
Shared holdings
2
SWORX covered by SWJRX
7.05%
SWJRX covered by SWORX
7.05%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 20 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWORX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Schwab S&P 500 Index Fund | 19.35% | |
| Schwab International Opportunities Fund | 14.17% | |
| Schwab International Core Equity Fund | 10.76% | |
| Schwab Select Large Cap Growth Fund | 9.20% | |
| Dodge & Cox Stock Fund | 6.09% | |
| Schwab Fundamental US Large Company Index Fund | 5.95% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | 5.77% | |
| Schwab Small-Cap Equity Fund | 5.55% | |
| Schwab Global Real Estate Fund | 5.04% | |
| Schwab Core Equity Fund | 4.51% | |
| PGIM Jennison Growth Fund | 2.28% | |
| Schwab U.S. Aggregate Bond Index Fund | 2.01% | |
| Schwab U.S. Mid-Cap Index Fund | 1.88% | |
| Driehaus Small Cap Growth Fund | 1.80% | |
| Loomis Sayles Investment Grade Bond Fund | 1.79% | |
| Schwab Fundamental International Large Company Index Fund | 1.35% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.99% | |
| Allspring Core Plus Bond Fund - Class R6 | 0.68% | |
| Schwab Short-Term Bond Index Fund | 0.60% | |
| Baird Aggregate Bond Inst | 0.24% |
SWJRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US DVD EQUITY ETF MUTUAL FUND | 20.10% | |
| Schwab International Dividend Equity ETF | 19.59% | |
| Schwab U.S. Aggregate Bond Index Fund | 17.21% | |
| SCHWAB HIGH YIELD BOND ETF | 11.24% | |
| C&S-PR SEC I-I | 7.00% | |
| SCHWAB LONG TERM U S TREASURY ETF | 6.93% | |
| Schwab Global Real Estate Fund | 6.42% | |
| T ROWE PR INST FLTNG RT-INST | 6.20% | |
| Schwab 5-10 Year Corporate Bond ETF | 2.98% | |
| Schwab Government Money Fund | 1.26% | |
| State Street Navigator Securities Lending Portfolio II | 1.07% |
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