Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYLX vs SWYAX
Shared holdings
8
SWYLX covered by SWYAX
92.10%
SWYAX covered by SWYLX
92.10%
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.
SWYLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 45.15% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 27.13% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 9.31% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 6.48% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 6.01% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.45% | |
| Schwab Government Money Fund | 1.78% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.69% |
SWYAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 50.44% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 22.51% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 7.45% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 6.99% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 6.83% | |
| Schwab Government Money Fund | 2.58% | |
| SCHWAB US REIT ETF MUTUAL FUND | 1.95% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 1.25% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.