Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Schwab Target 2070 Index Fund · SWYPX cheaper | 33% | 0.08% | — |
| 2 | Schwab Target 2065 Index Fund · SWYOX cheaper diff. adviser | 32% | 0.08% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Target 2060 Index Fund · SWYNX cheaper diff. adviser | 31% | 0.08% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Target 2055 Index Fund · SWYJX cheaper diff. adviser | 30% | 0.08% | Charles Schwab Investment Management, Inc. |
| 5 | Schwab Target 2050 Index Fund · SWYMX cheaper diff. adviser | 29% | 0.08% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab Target 2045 Index Fund · SWYHX cheaper diff. adviser | 26% | 0.08% | Charles Schwab Investment Management, Inc. |
| 7 | Schwab VIT Growth Portfolio · SWG1Z cheaper diff. adviser | 26% | 0.55% | Charles Schwab Investment Management, Inc. |
| 8 | Schwab Target 2040 Index Fund · SWYGX cheaper diff. adviser | 23% | 0.08% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab Target 2035 Index Fund · SWYFX cheaper diff. adviser | 19% | 0.08% | Charles Schwab Investment Management, Inc. |
| 10 | International Developed Markets Fund · RIFCX diff. adviser | 19% | 1.03% | Russell Investment Management, LLC |
| 11 | Total International Ex U.S. Index Master Portfolio diff. adviser | 19% | — | BlackRock Fund Advisors |
| 12 | Tax-Managed International Equity Fund · RTNAX, RTNCX, RTNSX, RTIUX diff. adviser | 19% | 0.94% | Russell Investment Management, LLC |
| 13 | Penn Series Developed International Index Fund diff. adviser | 19% | 0.94% | Penn Mutual Asset Management, LLC |
| 14 | International Developed Markets Fund · RINYX, RLNCX, RINTX, RLNAX, RIDRX, RNTTX diff. adviser | 19% | 0.81% | Russell Investment Management, LLC |
| 15 | SPDR(R) MSCI ACWI EX-US ETF · CWI cheaper diff. adviser | 19% | 0.30% | SSGA Funds Management, Inc. |
| 16 | iShares MSCI ACWI ex U.S. ETF · ACWX cheaper diff. adviser | 19% | 0.32% | BlackRock Fund Advisors |
| 17 | Schwab VIT Balanced with Growth Portfolio · SWC1Z cheaper diff. adviser | 19% | 0.54% | Charles Schwab Investment Management, Inc. |
| 18 | Xtrackers MSCI All World ex US Hedged Equity ETF · DBAW cheaper diff. adviser | 19% | 0.40% | DBX Advisors LLC |
| 19 | VIP International Index Portfolio cheaper diff. adviser | 19% | 0.16% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Global ex U.S. Index Fund · FSGGX cheaper diff. adviser | 18% | 0.06% | Fidelity Management & Research Company LLC |
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