Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYMX vs SWYNX
Shared holdings
6
SWYMX covered by SWYNX
94.57%
SWYNX covered by SWYMX
94.57%
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% |
SWYNX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 52.25% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 23.76% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 7.57% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.56% | |
| SCHWAB U S AGGREGATE BOND ETF | 5.12% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.73% |
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