SWYFX ETF
$20.47
Schwab Target 2035 Index Fund
AUM$1.6B
TER0.08%
Holdings9

✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
SWYFX ETF Overlap Analysis
SWYFX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SWYFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SWYFX may share significant positions with broad-market funds.
SWYFX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. SWYFX tax-loss harvesting finds highly correlated but non-identical funds.