Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYFX vs SWYJX
Shared holdings
7
SWYFX covered by SWYJX
74.45%
SWYJX covered by SWYFX
74.45%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 9 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWYFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 40.79% | |
| SCHWAB U S AGGREGATE BOND ETF | 29.88% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 16.41% | |
| SCHWAB US REIT ETF MUTUAL FUND | 3.71% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 3.31% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 2.97% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 1.54% | |
| Schwab Government Money Fund | 0.70% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 0.69% |
SWYJX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 51.53% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 23.26% | |
| SCHWAB U S AGGREGATE BOND ETF | 7.20% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 7.05% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.25% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.64% | |
| Schwab Government Money Fund | 0.06% |
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