Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYDX vs SWYOX
Shared holdings
5
SWYDX covered by SWYOX
45.77%
SWYOX covered by SWYDX
45.77%
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.
SWYDX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 43.75% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 28.21% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 10.20% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 6.15% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 5.79% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.56% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.79% | |
| Schwab Government Money Fund | 1.55% |
SWYOX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 52.90% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 24.36% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 8.06% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.86% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.82% | |
| SCHWAB U S AGGREGATE BOND ETF | 3.01% |
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