Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYLX vs SWYEX
Shared holdings
8
SWYLX covered by SWYEX
85.17%
SWYEX covered by SWYLX
85.17%
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% |
SWYEX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U S AGGREGATE BOND ETF | 37.47% | |
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 34.74% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 13.39% | |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 3.38% | |
| SCHWAB US REIT ETF MUTUAL FUND | 3.18% | |
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 2.71% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 2.52% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 1.60% | |
| Schwab Government Money Fund | 1.02% |
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