Compare Funds: SWBGX vs. SWPPX
SWBGX
SWPPX
Comparison
Average Return
In the past year, SWBGX returned a total of 17.52%, which is significantly lower than SWPPX's 28.93% return. Over the past 10 years, SWBGX has had annualized average returns of 8.19%, compared to 15.64% for SWPPX. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| SWBGX - Schwab MarketTrack Balanced Portfolio™ | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SWAGX | Schwab U.S. Aggregate Bond Index Fund | 30.31% |
| 2 | SWPPX | Schwab S&P 500 Index Fund | 15.58% |
| 3 | SWISX | Schwab International Index Fund | 9.13% |
| 4 | SFLNX | Schwab Fundamental U.S. Large Company Index Fund | 9.02% |
| 5 | SWLGX | Schwab U.S. Large-Cap Growth Index Fund | 8.49% |
| 6 | SWSSX | Schwab Small Cap Index Fund | 4.21% |
| 7 | SWSBX | Schwab Short-Term Bond Index Fund | 3.99% |
| 8 | SFNNX | Schwab Fundamental International Equity Index Fund | 3.90% |
| 9 | SGUXX | Schwab Government Money Market Fund | 3.47% |
| 10 | SCHH | Schwab U.S. REIT ETF | 2.98% |
| 11 | SFILX | Schwab Fundamental International Small Equity Index Fund | 2.50% |
| 12 | SFENX | Schwab Fundamental Emerging Markets Equity Index Fund | 2.45% |
| 13 | SFSNX | Schwab Fundamental U.S. Small Company Index Fund | 1.81% |
| 14 | SCYB | Schwab High Yield Bond ETF | 1.57% |
| 15 | n/a | Usd | 0.59% |
| 16 | n/a | n/a | n/a |
| 17 | n/a | n/a | n/a |
| 18 | n/a | n/a | n/a |
| 19 | n/a | n/a | n/a |
| 20 | n/a | n/a | n/a |
| 21 | n/a | n/a | n/a |
| 22 | n/a | n/a | n/a |
| 23 | n/a | n/a | n/a |
| 24 | n/a | n/a | n/a |
| 25 | n/a | n/a | n/a |
| View SWBGX holdings | |||
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.52% |
| 2 | AAPL | Apple Inc. | 6.61% |
| 3 | MSFT | Microsoft Corporation | 4.88% |
| 4 | AMZN | Amazon.com, Inc. | 3.61% |
| 5 | GOOGL | Alphabet Inc. | 2.97% |
| 6 | AVGO | Broadcom Inc. | 2.60% |
| 7 | GOOG | Alphabet Inc. | 2.38% |
| 8 | META | Meta Platforms, Inc. | 2.22% |
| 9 | TSLA | Tesla, Inc. | 1.86% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.56% |
| 11 | JPM | JPMorgan Chase & Co. | 1.41% |
| 12 | LLY | Eli Lilly and Company | 1.29% |
| 13 | XOM | Exxon Mobil Corporation | 1.26% |
| 14 | JNJ | Johnson & Johnson | 1.05% |
| 15 | WMT | Walmart Inc. | 0.97% |
| 16 | V | Visa Inc. | 0.90% |
| 17 | COST | Costco Wholesale Corporation | 0.79% |
| 18 | MA | Mastercard Incorporated | 0.72% |
| 19 | NFLX | Netflix, Inc. | 0.72% |
| 20 | CVX | Chevron Corporation | 0.69% |
| 21 | ABBV | AbbVie Inc. | 0.68% |
| 22 | MU | Micron Technology, Inc. | 0.68% |
| 23 | PG | The Procter & Gamble Company | 0.60% |
| 24 | PLTR | Palantir Technologies Inc. | 0.59% |
| 25 | AMD | Advanced Micro Devices, Inc. | 0.59% |
| View SWPPX holdings | |||