SWAGX Mutual Fund

NAV$8.78

AUM$8.3B

TER0.04%

Holdings11,460

SWAGX Mutual Fund

NAV$8.78

Schwab US Aggregate Bond Index Fund

AUM$8.3B

TER0.04%

Holdings11,460

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Holdings Overlap Analysis

Compare SWAGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWAGX Mutual Fund Overlap Analysis

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

SWAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11460 holdings, SWAGX may share significant positions with broad-market funds.

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