Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYNX vs SWYAX
Shared holdings
5
SWYNX covered by SWYAX
37.82%
SWYAX covered by SWYNX
37.82%
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% |
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% |
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