Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYBX vs SWYMX
Shared holdings
6
SWYBX covered by SWYMX
47.94%
SWYMX covered by SWYBX
47.94%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 8 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWYBX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 47.32% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 25.36% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 8.31% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 6.81% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 6.36% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.24% | |
| Schwab Government Money Fund | 2.14% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.48% |
SWYMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 50.45% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 22.33% | |
| SCHWAB U S AGGREGATE BOND ETF | 10.47% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 6.34% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 5.77% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.55% | |
| Schwab Government Money Fund | 0.08% |
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