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 2015 Fund · SWGRX | 94% | 0.27% | Charles Schwab Investment Management, Inc. |
| 2 | Schwab Target 2020 Fund · SWCRX | 91% | 0.28% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Target 2025 Fund · SWHRX | 88% | 0.29% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Target 2030 Fund · SWDRX | 69% | 0.38% | Charles Schwab Investment Management, Inc. |
| 5 | Schwab Target 2035 Fund · SWIRX | 57% | 0.44% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab Target 2040 Fund · SWERX | 52% | 0.48% | Charles Schwab Investment Management, Inc. |
| 7 | Schwab MarketTrack Conservative Portfolio · SWCGX | 50% | 0.49% | Charles Schwab Investment Management, Inc. |
| 8 | Schwab MarketTrack Balanced Portfolio · SWBGX | 49% | 0.48% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab Target 2045 Fund · SWMRX | 47% | 0.52% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab Target 2050 Fund · SWNRX | 43% | 0.54% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab Balanced Fund · SWOBX | 41% | 0.51% | Charles Schwab Investment Management, Inc. |
| 12 | Schwab Target 2055 Fund · SWORX | 40% | 0.56% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab Target 2060 Fund · SWPRX | 39% | 0.57% | Charles Schwab Investment Management, Inc. |
| 14 | Schwab Target 2065 Fund · SWQRX | 37% | 0.58% | Charles Schwab Investment Management, Inc. |
| 15 | Schwab MarketTrack Growth Portfolio · SWHGX | 33% | 0.49% | Charles Schwab Investment Management, Inc. |
| 16 | Schwab Monthly Income Fund - Income Payout · SWLRX cheaper | 29% | 0.16% | Charles Schwab Investment Management, Inc. |
| 17 | Schwab Monthly Income Fund - Flexible Payout · SWKRX cheaper | 21% | 0.19% | Charles Schwab Investment Management, Inc. |
| 18 | Schwab Monthly Income Fund - Target Payout · SWJRX cheaper | 21% | 0.19% | Charles Schwab Investment Management, Inc. |
| 19 | Schwab MarketTrack All Equity Portfolio · SWEGX | 14% | 0.51% | Charles Schwab Investment Management, Inc. |
| 20 | Schwab VIT Balanced Portfolio · SWB1Z | 3% | 0.57% | Charles Schwab Investment Management, Inc. |
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