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 2040 Index Fund · SWYGX | 91% | 0.08% | Charles Schwab Investment Management, Inc. |
| 2 | Schwab VIT Balanced with Growth Portfolio · SWC1Z | 89% | 0.54% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Target 2030 Index Fund · SWYEX | 88% | 0.08% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Target 2045 Index Fund · SWYHX | 84% | 0.08% | Charles Schwab Investment Management, Inc. |
| 5 | Schwab VIT Growth Portfolio · SWG1Z | 82% | 0.55% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab Target 2050 Index Fund · SWYMX | 78% | 0.08% | Charles Schwab Investment Management, Inc. |
| 7 | Schwab VIT Balanced Portfolio · SWB1Z | 77% | 0.57% | Charles Schwab Investment Management, Inc. |
| 8 | Schwab Target 2025 Index Fund · SWYDX | 76% | 0.08% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab Target 2055 Index Fund · SWYJX | 74% | 0.08% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab Target 2020 Index Fund · SWYLX | 73% | 0.08% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab Target 2060 Index Fund · SWYNX | 72% | 0.08% | Charles Schwab Investment Management, Inc. |
| 12 | Schwab Target 2065 Index Fund · SWYOX | 70% | 0.08% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab Target 2015 Index Fund · SWYBX | 70% | 0.08% | Charles Schwab Investment Management, Inc. |
| 14 | Schwab Target 2070 Index Fund · SWYPX | 70% | 0.08% | — |
| 15 | Schwab Target 2010 Index Fund · SWYAX | 66% | 0.08% | Charles Schwab Investment Management, Inc. |
| 16 | First American Multi-Manager Domestic Equity Fund · FAEQX diff. adviser | 41% | 0.39% | U.S. Bancorp Asset Management, Inc. |
| 17 | Ocean Park Domestic ETF diff. adviser | 41% | 0.98% | Ocean Park Asset Management, LLC |
| 18 | First American Multi-Manager International Equity Fund · FAIEX diff. adviser | 19% | 0.65% | U.S. Bancorp Asset Management, Inc. |
| 19 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP diff. adviser | 18% | 0.40% | Transamerica Asset Management, Inc. |
| 20 | Strategy Shares NASDAQ 7HANDL Index ETF · HNDL diff. adviser | 15% | 0.95% | Rational Advisors, Inc. |
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