Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWYPX vs SWYOX
Shared holdings
6
SWYPX covered by SWYOX
99.57%
SWYOX covered by SWYPX
99.57%
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.
SWYPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 53.07% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 24.51% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 8.13% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.89% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.83% | |
| SCHWAB U S AGGREGATE BOND ETF | 2.58% |
SWYOX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 52.90% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 24.36% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 8.06% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.86% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.82% | |
| SCHWAB U S AGGREGATE BOND ETF | 3.01% |
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