{
  "page": "compare",
  "query": {
    "a": "APLIX",
    "b": "SCJAX"
  },
  "retrieved_at": "2026-07-07T17:03:15+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Hedged Equity Income Fund",
    "ticker": "APLIX",
    "slug": "APLIX",
    "series_id": "S000070405",
    "html_url": "https://fundwatcher.app/funds/APLIX/"
  },
  "fund_b": {
    "name": "Steward Covered Call Income Fund",
    "ticker": "SCJAX",
    "slug": "SCJAX",
    "series_id": "S000059856",
    "html_url": "https://fundwatcher.app/funds/SCJAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3955211533200211749575511435",
    "coverage_b_by_a": "0.3955211533200211749575511433",
    "shared_count": 23,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-30"
    },
    "a_top": [
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        "name": "ALPHABET INC CL C",
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        "weight": "0.05863545",
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      },
      {
        "name": "APPLE INC",
        "value": "1532244.00",
        "weight": "0.04729312",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "1488396.00",
        "weight": "0.04593974",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "1413864.00",
        "weight": "0.04363929",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "1176000.00",
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      {
        "name": "PHILLIPS 66",
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        "weight": "0.03572577",
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      {
        "name": "BROADCOM INC",
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        "weight": "0.03550678",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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        "weight": "0.03507152",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "1115617.00",
        "weight": "0.03443381",
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      },
      {
        "name": "CARDINAL HEALTH INC",
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        "weight": "0.03396118",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
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      },
      {
        "name": "INTL BUS MACH CORP",
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      },
      {
        "name": "TRUIST FINL CORP",
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      {
        "name": "AstraZeneca PLC ORD USD0.25",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "EMERSON ELECTRIC CO",
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        "name": "GENERAL DYNAMICS CORPORATION",
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        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "PEPSICO INC",
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      {
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        "name": "BHP Group Ltd. SPONSORED ADS",
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        "name": "FASTENAL CO",
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        "name": "MSC INDUSTRIAL DIRECT CO CL A",
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        "name": "BLACKROCK INC",
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      {
        "name": "NXP SEMICONDUCTO",
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      {
        "name": "LAZARD INC CL A",
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      {
        "name": "STAG INDUSTRIAL INC CL A",
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      {
        "name": "PROCTER & GAMBLE",
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      {
        "name": "TEXAS ROADHOUSE INC",
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      {
        "name": "GILEAD SCIENCES INC",
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      },
      {
        "name": "CROWN CASTLE INC",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "TESLA INC",
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        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "SNAP-ON INCORPORATED",
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      {
        "name": "CAVANAL HILL GOVERNMENT SECURITIES MONEY MARKET",
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      {
        "name": "S P 500 INDEX PUT OPTION",
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    ],
    "b_top": [
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        "name": "APPLE INC",
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        "weight": "0.04704581",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "AMAZON.COM INC",
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        "weight": "0.04358603",
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      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.04330192",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4292600.00",
        "weight": "0.03570105",
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      {
        "name": "BROADCOM INC",
        "value": "3776820.00",
        "weight": "0.03141137",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3582500.00",
        "weight": "0.02979523",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3317594.00",
        "weight": "0.02759204",
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      },
      {
        "name": "TESLA INC",
        "value": "2668542.00",
        "weight": "0.02219395",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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        "weight": "0.01918325",
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      },
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        "name": "JPMORGAN CHASE and CO",
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        "weight": "0.01882598",
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      },
      {
        "name": "ADV MICRO DEVICE",
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      },
      {
        "name": "EXXON MOBIL CORP",
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        "weight": "0.01422969",
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      {
        "name": "WALMART INC",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "CATERPILLAR INC",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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        "name": "COCA-COLA CO/THE",
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        "name": "HOME DEPOT INC",
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      {
        "name": "CISCO SYSTEMS INC",
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        "name": "COSTCO WHOLESALE CORP",
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      {
        "name": "MASTERCARD INC CL A",
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        "name": "ABBVIE INC",
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      {
        "name": "QUALCOMM INC",
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      },
      {
        "name": "RTX CORP",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "CHEVRON CORP",
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      {
        "name": "NT-INST TRSR-PRM",
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      },
      {
        "name": "SOUTHERN CO",
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      {
        "name": "HONEYWELL INTL INC",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
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        "name": "SALESFORCE INC",
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        "name": "THE BOOKING HOLDINGS INC",
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        "name": "INTL BUS MACH CORP",
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      {
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        "name": "NETFLIX INC",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
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      },
      {
        "name": "SERVICENOW INC",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "945000.00",
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      },
      {
        "name": "DANAHER CORP",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001004726-26-002945",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/864508/000100472626002945/0001004726-26-002945-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001021",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/92500/000206657826001021/0002066578-26-001021-index.htm"
    }
  ]
}