Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYNX vs SWG1Z
Shared holdings
6
SWYNX covered by SWG1Z
82.07%
SWG1Z covered by SWYNX
82.07%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 6 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
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% |
SWG1Z (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 40.03% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 20.45% | |
| SCHWAB U S AGGREGATE BOND ETF | 14.64% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.39% | |
| SCHWAB US REIT ETF MUTUAL FUND | 5.96% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 5.34% | |
| Schwab Government Money Fund | 3.60% | |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 3.59% |
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