Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYJX vs SWYOX
Shared holdings
6
SWYJX covered by SWYOX
95.75%
SWYOX covered by SWYJX
95.75%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
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% |
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% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.