Compare Funds: SWEGX vs. SWTSX
SWEGX
SWTSX
Comparison
Average Return
In the past year, MUTF:SWEGX returned a total of 11.12%, which is lower than MUTF:SWTSX's 13.53% return. Over the past 10 years, MUTF:SWEGX has had annualized average returns of 8.88% , compared to 12.06% for MUTF:SWTSX. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| SWEGX - Schwab MarketTrack All Equity Portfolio™ | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SWPPX | Schwab® S&P 500 Index Fund | 27.45% |
| 2 | SWISX | Schwab International Index Fund® | 16.04% |
| 3 | SFLNX | Schwab Fundamental U.S. Large Company Index Fund | 13.49% |
| 4 | SWLGX | Schwab ® U.S. Large-Cap Growth Index Fund | 9.06% |
| 5 | SWSSX | Schwab Small Cap Index Fund® | 8.09% |
| 6 | SFNNX | Schwab Fundamental International Equity Index Fund | 7.05% |
| 7 | SCHH | Schwab U.S. REIT ETF | 5.04% |
| 8 | SFENX | Schwab Fundamental Emerging Markets Equity Index Fund | 4.98% |
| 9 | SFILX | Schwab Fundamental International Small Equity Index Fund | 4.97% |
| 10 | SFSNX | Schwab Fundamental U.S. Small Company Index Fund | 3.42% |
| 11 | n/a | Usd | 0.42% |
| 12 | n/a | n/a | n/a |
| 13 | n/a | n/a | n/a |
| 14 | n/a | n/a | n/a |
| 15 | n/a | n/a | n/a |
| 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 SWEGX holdings | |||
| SWTSX - Schwab Total Stock Market Index Fund® | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AAPL | Apple Inc. | 6.12% |
| 2 | MSFT | Microsoft Corporation | 5.12% |
| 3 | NVDA | NVIDIA Corporation | 4.87% |
| 4 | AMZN | Amazon.com, Inc. | 3.29% |
| 5 | META | Meta Platforms, Inc. | 2.32% |
| 6 | BRK.B | Berkshire Hathaway Inc. | 1.79% |
| 7 | GOOGL | Alphabet Inc. | 1.66% |
| 8 | AVGO | Broadcom Inc. | 1.44% |
| 9 | GOOG | Alphabet Inc. | 1.36% |
| 10 | TSLA | Tesla, Inc. | 1.33% |
| 11 | JPM | JPMorgan Chase & Co. | 1.26% |
| 12 | LLY | Eli Lilly and Company | 1.19% |
| 13 | V | Visa Inc. | 1.11% |
| 14 | XOM | Exxon Mobil Corporation | 0.95% |
| 15 | UNH | UnitedHealth Group Incorporated | 0.88% |
| 16 | MA | Mastercard Incorporated | 0.82% |
| 17 | COST | Costco Wholesale Corporation | 0.77% |
| 18 | PG | The Procter & Gamble Company | 0.73% |
| 19 | JNJ | Johnson & Johnson | 0.73% |
| 20 | NFLX | Netflix, Inc. | 0.73% |
| 21 | WMT | Walmart Inc. | 0.70% |
| 22 | ABBV | AbbVie Inc. | 0.68% |
| 23 | HD | The Home Depot, Inc. | 0.67% |
| 24 | CVX | Chevron Corporation | 0.51% |
| 25 | KO | The Coca-Cola Company | 0.51% |
| View SWTSX holdings | |||