ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (PIMIX) and April 30, 2026 (SWPPX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > PIMIX vs SWPPX Holdings as of March 31, 2026 (PIMIX) and April 30, 2026 (SWPPX)

PIMIX vs SWPPX: Portfolio Overlap

PIMCO Income Fund vs Schwab S&P 500 Index Fund

0.1%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

PIMIX
26 equity holdings
as of March 31, 2026
SWPPX
501 equity holdings
as of April 30, 2026
1 stocks held in common
Overlap View Venn Diagram
0.1% OVERLAP PIMIX SWPPX
Overlapping Holdings
1 Sorted by overlap contribution
# Stock PIMIX SWPPX Overlap%
1
VICI
 25.03% 0.05% 0.05%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in PIMIX — PIMCO Income Fund
StockWeight
AMSURG (AMBULATORY TOPCO LLC)20.68%
COOPERATIEVE RABOBANK UA (AKA: RABOBANK NEDERLAND)18.56%
CCO9.50%
N/A9.43%
UNITI GROUP INC4.54%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
NVDA7.85%
AAPL6.45%
MSFT4.90%
AMZN4.19%
GOOGL3.63%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between PIMIX and SWPPX?

PIMIX (PIMCO Income Fund) and SWPPX (Schwab S&P 500 Index Fund) share 0.1% portfolio overlap as of PIMIX's March 31, 2026 filing and SWPPX's April 30, 2026 filing, across 1 common stock. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do PIMIX and SWPPX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both PIMIX and SWPPX?

The most prominent shared holdings (by combined weight) are: VICI. See the full common-holdings table on this page for weights in each fund.

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