Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYHX vs SWYPX
Shared holdings
6
SWYHX covered by SWYPX
86.11%
SWYPX covered by SWYHX
86.11%
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.
SWYHX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 48.23% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 20.73% | |
| SCHWAB U S AGGREGATE BOND ETF | 15.67% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 5.24% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 5.02% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.31% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.53% | |
| Schwab Government Money Fund | 0.28% |
SWYPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 53.07% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 24.51% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 8.13% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.89% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.83% | |
| SCHWAB U S AGGREGATE BOND ETF | 2.58% |
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