SWYGX ETF

$20.16

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AUM$1.6B

TER0.08%

Holdings9

SWYGX ETF

$20.16

Schwab Target 2040 Index Fund

AUM$1.6B

TER0.08%

Holdings9

Screen 3,400+ ETFsFind similar ETFs with lower fees

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Holdings Overlap Analysis

Compare SWYGX holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings SWYGX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

SWYGX ETF Overlap Analysis

SWYGX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SWYGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SWYGX may share significant positions with broad-market funds.

SWYGX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. SWYGX tax-loss harvesting finds highly correlated but non-identical funds.