{
  "page": "compare",
  "query": {
    "a": "CSIFX",
    "b": "PEPS"
  },
  "retrieved_at": "2026-07-07T16:39:56+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": "Calvert Balanced Fund",
    "ticker": "CSIFX",
    "slug": "CSIFX",
    "series_id": "S000008717",
    "html_url": "https://fundwatcher.app/funds/CSIFX/"
  },
  "fund_b": {
    "name": "Parametric Equity Plus ETF",
    "ticker": "PEPS",
    "slug": "PEPS",
    "series_id": "S000088098",
    "html_url": "https://fundwatcher.app/funds/PEPS/"
  },
  "overlap": {
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    "coverage_b_by_a": "0.3440841511976505972358683260",
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      },
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        "name": "BAKER HUGHES CO",
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        "name": "NETFLIX INC",
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        "name": "BURLINGTON STORES INC",
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        "name": "DOMINOS PIZZA INC",
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      {
        "name": "ARGENX SE SPONSORED ADR",
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    ],
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      {
        "name": "ALPHABET INC CL C",
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      {
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      {
        "name": "TESLA INC",
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      {
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        "name": "LILLY ELI and CO",
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      {
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      {
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      {
        "name": "CHEVRON CORP",
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      {
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        "name": "US ULTRA BOND CBT Sep25",
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      {
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      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "ADV MICRO DEVICE",
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      {
        "name": "CISCO SYSTEMS INC",
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      {
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      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "178094.52",
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      },
      {
        "name": "RTX CORP",
        "value": "173995.80",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
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      },
      {
        "name": "WELLS FARGO & CO",
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      {
        "name": "LINDE PLC",
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      },
      {
        "name": "MCDONALDS CORP",
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      {
        "name": "AT&T INC",
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      {
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      },
      {
        "name": "GE VERNOVA LLC",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
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      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "122643.90",
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      },
      {
        "name": "PEPSICO INC",
        "value": "122057.94",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "119104.11",
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      },
      {
        "name": "AMGEN INC",
        "value": "112240.15",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050765",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/356682/000141036826050765/0001410368-26-050765-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-011929",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1676326/000207169126011929/0002071691-26-011929-index.htm"
    }
  ]
}