{
  "page": "compare",
  "query": {
    "a": "CLMZX",
    "b": "MTGP"
  },
  "retrieved_at": "2026-07-07T19:33:21+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": "Columbia Mortgage Opportunities Fund",
    "ticker": "CLMZX",
    "slug": "CLMZX",
    "series_id": "S000045258",
    "html_url": "https://fundwatcher.app/funds/CLMZX/"
  },
  "fund_b": {
    "name": "WisdomTree Mortgage Plus Bond Fund",
    "ticker": "MTGP",
    "slug": "MTGP",
    "series_id": "S000065063",
    "html_url": "https://fundwatcher.app/funds/MTGP/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07275588467289615250677753215",
    "coverage_b_by_a": "0.07275588467289615250677753215",
    "shared_count": 3,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "FNCL 6 3/24",
        "value": "485150551.71",
        "weight": "0.10265131",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "477614641.77",
        "weight": "0.10105681",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "425168336.25",
        "weight": "0.08995988",
        "shared": true
      },
      {
        "name": "FNCL 5 3/24",
        "value": "262170699.84",
        "weight": "0.05547178",
        "shared": true
      },
      {
        "name": "Ginnie Mae",
        "value": "237168751.20",
        "weight": "0.05018170",
        "shared": false
      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "152707259.70",
        "weight": "0.03231079",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "141342067.50",
        "weight": "0.02990607",
        "shared": false
      },
      {
        "name": "FNCL 5.5 3/25",
        "value": "60961967.40",
        "weight": "0.01289873",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "31600550.08",
        "weight": "0.00668625",
        "shared": false
      },
      {
        "name": "STACR 2021-DNA5 B2",
        "value": "28254258.03",
        "weight": "0.00597822",
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      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "27416881.98",
        "weight": "0.00580104",
        "shared": false
      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5513",
        "value": "27239223.24",
        "weight": "0.00576345",
        "shared": false
      },
      {
        "name": "Madison Park Funding XLII Ltd",
        "value": "26993215.59",
        "weight": "0.00571140",
        "shared": false
      },
      {
        "name": "Freddie Mac REMICS",
        "value": "24865244.73",
        "weight": "0.00526115",
        "shared": false
      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_25-5563",
        "value": "24563721.01",
        "weight": "0.00519735",
        "shared": false
      },
      {
        "name": "Cayuga Park CLO Ltd., Series 2020-1A, Class AR2",
        "value": "24471016.50",
        "weight": "0.00517774",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-86",
        "value": "24033986.67",
        "weight": "0.00508527",
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      },
      {
        "name": "GITST 2025-NPL2 A1",
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      },
      {
        "name": "UMBS, 30 Year",
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      },
      {
        "name": "POINT SECURITIZATION TRUST PNT_26-1",
        "value": "20570261.43",
        "weight": "0.00435239",
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      },
      {
        "name": "Freddie Mac Pool",
        "value": "20552343.94",
        "weight": "0.00434860",
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      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-12",
        "value": "20214449.58",
        "weight": "0.00427710",
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      },
      {
        "name": "Center Street Lending Resi-Investor ABS Mortgage Trust, Series 2026-RTL1, Class A1",
        "value": "20131483.20",
        "weight": "0.00425955",
        "shared": false
      },
      {
        "name": "Pagaya AI Debt Grantor Trust 2026-1",
        "value": "19266873.24",
        "weight": "0.00407661",
        "shared": false
      },
      {
        "name": "Freddie Mac Pool",
        "value": "18513925.96",
        "weight": "0.00391730",
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      },
      {
        "name": "ASP WHCO PARTICIPATION LP ASPWP-29-1A",
        "value": "18000000.00",
        "weight": "0.00380856",
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      },
      {
        "name": "STACR 2020-DNA6 B2 144A FRN 12-25-50",
        "value": "17839439.80",
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      },
      {
        "name": "STACR 2020-HQA5 B2 144A FRN 11-25-50",
        "value": "17370882.72",
        "weight": "0.00367544",
        "shared": false
      },
      {
        "name": "Knock Issuer Trust 2025-1",
        "value": "17234008.92",
        "weight": "0.00364648",
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      },
      {
        "name": "ITASCA PARK LLC",
        "value": "17196546.00",
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      {
        "name": "Freddie Mac REMICS",
        "value": "16899250.15",
        "weight": "0.00357565",
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      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "16777536.95",
        "weight": "0.00354990",
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      },
      {
        "name": "Easy Street Mortgage Loan Trust, Series 2025-RTL2, Class A1",
        "value": "16768409.88",
        "weight": "0.00354797",
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      },
      {
        "name": "NRZT 2025-NQM4 A1",
        "value": "16227722.46",
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      },
      {
        "name": "Freddie Mac REMICS",
        "value": "15752880.09",
        "weight": "0.00333310",
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      },
      {
        "name": "STACR 2021-DNA1 B2",
        "value": "15679490.40",
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      {
        "name": "MSRM 2025-NQM7 A1",
        "value": "15579754.73",
        "weight": "0.00329647",
        "shared": false
      },
      {
        "name": "Freddie Mac REMICS",
        "value": "15365599.86",
        "weight": "0.00325115",
        "shared": false
      },
      {
        "name": "MFRA 2024-NPL1 A1",
        "value": "15210916.85",
        "weight": "0.00321842",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-1",
        "value": "15141227.78",
        "weight": "0.00320368",
        "shared": false
      },
      {
        "name": "RCO IX MORTGAGE LLC 2025-4 SER 2025-4 CL A1 V/R REGD 144A P/P 5.30990000",
        "value": "15071241.55",
        "weight": "0.00318887",
        "shared": false
      },
      {
        "name": "Elmwood CLO 19 Ltd., Series 2022-6A, Class AR2",
        "value": "15001815.00",
        "weight": "0.00317418",
        "shared": false
      },
      {
        "name": "Saluda Grade Alternative Mortgage Trust 2025-FIG6",
        "value": "14980217.51",
        "weight": "0.00316961",
        "shared": false
      },
      {
        "name": "HOMES Trust, Series 2026-INV1, Class A1D",
        "value": "14213398.65",
        "weight": "0.00300736",
        "shared": false
      },
      {
        "name": "STRUCTURED AGENCY CREDIT RISK STACR_20-CS01",
        "value": "13879202.84",
        "weight": "0.00293665",
        "shared": false
      },
      {
        "name": "NRZT 2025-NQM5 A1 144A FRN 08-25-65",
        "value": "13734350.63",
        "weight": "0.00290600",
        "shared": false
      },
      {
        "name": "J.P. Morgan Mortgage Trust, Series 2025-VIS3, Class A1",
        "value": "13524250.12",
        "weight": "0.00286155",
        "shared": false
      },
      {
        "name": "NYMT Trust, Series 2024-RR1, Class A",
        "value": "13255424.98",
        "weight": "0.00280467",
        "shared": false
      },
      {
        "name": "GCAT Trust, Series 2025-NQM5, Class A1",
        "value": "13197817.32",
        "weight": "0.00279248",
        "shared": false
      },
      {
        "name": "HTAP Trust Series 2024-2, Class A",
        "value": "13103245.98",
        "weight": "0.00277247",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "U.S. Treasury Bills",
        "value": "5981296.68",
        "weight": "0.06956323",
        "shared": false
      },
      {
        "name": "FNCL 5 3/24",
        "value": "3616991.35",
        "weight": "0.04206607",
        "shared": true
      },
      {
        "name": "FN MA5735",
        "value": "3183908.82",
        "weight": "0.03702926",
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      },
      {
        "name": "FN MA5106",
        "value": "2553430.52",
        "weight": "0.02969672",
        "shared": false
      },
      {
        "name": "Barton Capital S.A. 0% CP 16/03/2026",
        "value": "2246071.95",
        "weight": "0.02612210",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "1958387.45",
        "weight": "0.02277629",
        "shared": true
      },
      {
        "name": "G2 MA7648",
        "value": "1773662.81",
        "weight": "0.02062792",
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      },
      {
        "name": "FN MA4761",
        "value": "1716125.68",
        "weight": "0.01995876",
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      },
      {
        "name": "FN MA4731",
        "value": "1662017.69",
        "weight": "0.01932948",
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      },
      {
        "name": "XIB 0 03/03/26",
        "value": "1649834.92",
        "weight": "0.01918779",
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      },
      {
        "name": "FN FS6300",
        "value": "1529082.87",
        "weight": "0.01778343",
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      },
      {
        "name": "G2SF 5.5 4/25",
        "value": "1517853.06",
        "weight": "0.01765282",
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      },
      {
        "name": "FN MA4511",
        "value": "1467195.34",
        "weight": "0.01706367",
        "shared": false
      },
      {
        "name": "G2 MA7589",
        "value": "1353462.35",
        "weight": "0.01574094",
        "shared": false
      },
      {
        "name": "FN MA5761",
        "value": "1348609.33",
        "weight": "0.01568450",
        "shared": false
      },
      {
        "name": "FN MA5470",
        "value": "1144966.92",
        "weight": "0.01331611",
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      },
      {
        "name": "Government National Mortgage Association",
        "value": "1113601.64",
        "weight": "0.01295133",
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      },
      {
        "name": "Government National Mortgage Association",
        "value": "1087256.08",
        "weight": "0.01264493",
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      },
      {
        "name": "Government National Mortgage Association",
        "value": "1047959.29",
        "weight": "0.01218790",
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      },
      {
        "name": "FN MA5614",
        "value": "1023772.74",
        "weight": "0.01190661",
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      },
      {
        "name": "OBX 2022-J2 Trust",
        "value": "1004840.26",
        "weight": "0.01168642",
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      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "978423.48",
        "weight": "0.01137919",
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      },
      {
        "name": "FN MA4654",
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        "weight": "0.01137082",
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      },
      {
        "name": "FN MA4578",
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      },
      {
        "name": "FN MA4866",
        "value": "944615.03",
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      },
      {
        "name": "Taco Bell Funding, LLC, Series 2025-1A, Class A2I",
        "value": "861425.79",
        "weight": "0.01001849",
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      },
      {
        "name": "G2 MA4900",
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      },
      {
        "name": "FN MA4733",
        "value": "839274.25",
        "weight": "0.00976087",
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      },
      {
        "name": "Uniform Mortgage-Backed Securities",
        "value": "826636.58",
        "weight": "0.00961389",
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      },
      {
        "name": "Freddie Mac REMICS",
        "value": "822201.39",
        "weight": "0.00956231",
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      },
      {
        "name": "TOWN 2025-STAY C 144A FRN 03-15-42",
        "value": "803056.88",
        "weight": "0.00933965",
        "shared": false
      },
      {
        "name": "BMARK 2020-B16 A5",
        "value": "757140.16",
        "weight": "0.00880564",
        "shared": false
      },
      {
        "name": "Freddie Mac Seasoned Credit Risk Transfer Trust Series 2020-3",
        "value": "746002.29",
        "weight": "0.00867610",
        "shared": false
      },
      {
        "name": "G2 MA9171",
        "value": "711409.28",
        "weight": "0.00827378",
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      },
      {
        "name": "UMBS, 30 Year",
        "value": "707167.26",
        "weight": "0.00822444",
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      },
      {
        "name": "Government National Mortgage Association",
        "value": "703497.50",
        "weight": "0.00818176",
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      },
      {
        "name": "FN MA5878",
        "value": "694564.96",
        "weight": "0.00807788",
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      },
      {
        "name": "GNR 2025-134 HA",
        "value": "685280.70",
        "weight": "0.00796990",
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      {
        "name": "GNR 2024-78 TZ",
        "value": "683847.21",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "680433.40",
        "weight": "0.00791353",
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      },
      {
        "name": "Government National Mortgage Association",
        "value": "650821.11",
        "weight": "0.00756913",
        "shared": false
      },
      {
        "name": "Freddie Mac Pool",
        "value": "649553.39",
        "weight": "0.00755439",
        "shared": false
      },
      {
        "name": "Government National Mortgage Association",
        "value": "645529.09",
        "weight": "0.00750758",
        "shared": false
      },
      {
        "name": "GCAT 2025-INV5 Trust",
        "value": "632364.89",
        "weight": "0.00735448",
        "shared": false
      },
      {
        "name": "FN MA4548",
        "value": "617059.38",
        "weight": "0.00717648",
        "shared": false
      },
      {
        "name": "Government National Mortgage Association",
        "value": "580573.15",
        "weight": "0.00675214",
        "shared": false
      },
      {
        "name": "G2 MA7418",
        "value": "574335.86",
        "weight": "0.00667960",
        "shared": false
      },
      {
        "name": "GNR 2023-133 AL",
        "value": "543742.70",
        "weight": "0.00632380",
        "shared": false
      },
      {
        "name": "Rate Mortgage Trust 2022-J1",
        "value": "526717.72",
        "weight": "0.00612579",
        "shared": false
      },
      {
        "name": "Government National Mortgage Association",
        "value": "515970.75",
        "weight": "0.00600080",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040877",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1352280/000141036826040877/0001410368-26-040877-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-015399",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1350487/000094040026015399/0000940400-26-015399-index.htm"
    }
  ]
}