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 Monthly Income Fund - Flexible Payout · SWKRX | 100% | 0.19% | Charles Schwab Investment Management, Inc. |
| 2 | Schwab Monthly Income Fund - Income Payout · SWLRX cheaper | 77% | 0.16% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Target 2025 Fund · SWHRX | 21% | 0.29% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Target 2020 Fund · SWCRX | 21% | 0.28% | Charles Schwab Investment Management, Inc. |
| 5 | Schwab Target 2015 Fund · SWGRX | 21% | 0.27% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab Target 2010 Fund · SWBRX | 21% | 0.25% | Charles Schwab Investment Management, Inc. |
| 7 | Schwab MarketTrack Conservative Portfolio · SWCGX | 20% | 0.49% | Charles Schwab Investment Management, Inc. |
| 8 | Schwab Target 2030 Fund · SWDRX | 20% | 0.38% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab MarketTrack Balanced Portfolio · SWBGX | 20% | 0.48% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab Balanced Fund · SWOBX | 19% | 0.51% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab MarketTrack Growth Portfolio · SWHGX | 17% | 0.49% | Charles Schwab Investment Management, Inc. |
| 12 | Schwab Target 2035 Fund · SWIRX | 15% | 0.44% | Charles Schwab Investment Management, Inc. |
| 13 | SMI 3Fourteen REAL Asset Allocation ETF · RAA diff. adviser | 13% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 14 | Schwab Target 2040 Fund · SWERX | 12% | 0.48% | Charles Schwab Investment Management, Inc. |
| 15 | Brookstone Yield ETF diff. adviser | 11% | 1.46% | Brookstone Asset Management, LLC |
| 16 | Dynamic Alpha Macro Fund | 11% | 1.81% | — |
| 17 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX diff. adviser | 10% | 0.77% | AssetMark Inc. |
| 18 | Schwab Target 2045 Fund · SWMRX | 10% | 0.52% | Charles Schwab Investment Management, Inc. |
| 19 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX diff. adviser | 9% | 1.09% | Systelligence, LLC |
| 20 | Madison Diversified Income Fund · MBLAX, MBLCX diff. adviser | 8% | 1.13% | Madison Asset Management, LLC |
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