Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYMX vs SWYEX
Shared holdings
7
SWYMX covered by SWYEX
65.97%
SWYEX covered by SWYMX
65.97%
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.
SWYMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 50.45% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 22.33% | |
| SCHWAB U S AGGREGATE BOND ETF | 10.47% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 6.34% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 5.77% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.55% | |
| Schwab Government Money Fund | 0.08% |
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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