{
  "page": "compare",
  "query": {
    "a": "CWFIX",
    "b": "IBHG"
  },
  "retrieved_at": "2026-07-07T19:30:42+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": "Carillon Chartwell Short Duration High Yield Fund",
    "ticker": "CWFIX",
    "slug": "CWFIX",
    "series_id": "S000075962",
    "html_url": "https://fundwatcher.app/funds/CWFIX/"
  },
  "fund_b": {
    "name": "iShares iBonds 2027 Term High Yield and Income ETF",
    "ticker": "IBHG",
    "slug": "IBHG",
    "series_id": "S000072335",
    "html_url": "https://fundwatcher.app/funds/IBHG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1139534127841233872054053613",
    "coverage_b_by_a": "0.1139534127841233872054053613",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Block, Inc.",
        "value": "7851373.02",
        "weight": "0.02624328",
        "shared": false
      },
      {
        "name": "DARLING INGREDIENTS INC REGD 144A P/P 6.00000000",
        "value": "7794087.12",
        "weight": "0.02605180",
        "shared": false
      },
      {
        "name": "Vistra Operations Co. LLC",
        "value": "7787552.08",
        "weight": "0.02602995",
        "shared": false
      },
      {
        "name": "FTAI AVIATION INVESTORS REGD 144A P/P 5.50000000",
        "value": "7737265.46",
        "weight": "0.02586187",
        "shared": false
      },
      {
        "name": "AQUARI 7.875 11/01/29 144A",
        "value": "7433099.40",
        "weight": "0.02484519",
        "shared": false
      },
      {
        "name": "CHTR 5 02/01/28 144A",
        "value": "7373961.62",
        "weight": "0.02464752",
        "shared": false
      },
      {
        "name": "SS&C Technologies, Inc.",
        "value": "7354946.55",
        "weight": "0.02458397",
        "shared": true
      },
      {
        "name": "BYD 4 3/4 12/01/27",
        "value": "7278531.54",
        "weight": "0.02432855",
        "shared": true
      },
      {
        "name": "KNTK 6.625 12/15/28 144A",
        "value": "7230322.53",
        "weight": "0.02416741",
        "shared": false
      },
      {
        "name": "Medline Borrower, L.P.",
        "value": "7172987.75",
        "weight": "0.02397577",
        "shared": false
      },
      {
        "name": "XPO INC REGD 144A P/P 6.25000000",
        "value": "7076452.32",
        "weight": "0.02365310",
        "shared": false
      },
      {
        "name": "Jazz Securities DAC",
        "value": "6909858.09",
        "weight": "0.02309625",
        "shared": false
      },
      {
        "name": "Clearway Energy Operating LLC",
        "value": "6880943.13",
        "weight": "0.02299961",
        "shared": false
      },
      {
        "name": "GFL ENVIRONMENTAL INC REGD 144A P/P 4.75000000",
        "value": "6872980.27",
        "weight": "0.02297299",
        "shared": false
      },
      {
        "name": "American Airlines Inc/AAdvantage Loyalty IP Ltd",
        "value": "6847341.12",
        "weight": "0.02288729",
        "shared": false
      },
      {
        "name": "ESAB Corp.",
        "value": "6551173.05",
        "weight": "0.02189735",
        "shared": false
      },
      {
        "name": "VICI PROPERTIES / NOTE REGD 144A P/P 4.25000000",
        "value": "6068369.39",
        "weight": "0.02028357",
        "shared": false
      },
      {
        "name": "SBA COMMUNICATIONS CORP SR UNSECURED 02/27 3.875",
        "value": "5384649.63",
        "weight": "0.01799823",
        "shared": true
      },
      {
        "name": "CZR 7 02/15/30 144A",
        "value": "5335084.50",
        "weight": "0.01783256",
        "shared": false
      },
      {
        "name": "WESCO DISTRIBUTION INC REGD 144A P/P 6.37500000",
        "value": "5140440.45",
        "weight": "0.01718196",
        "shared": false
      },
      {
        "name": "HRI 6.625 06/15/29 144A",
        "value": "5138038.49",
        "weight": "0.01717393",
        "shared": false
      },
      {
        "name": "PHINIA Inc.",
        "value": "5095355.27",
        "weight": "0.01703126",
        "shared": false
      },
      {
        "name": "WULF COMPUTE LLC SR SECURED 144A 10/30 7.75",
        "value": "4622975.00",
        "weight": "0.01545233",
        "shared": false
      },
      {
        "name": "HAT Holdings I LLC / HAT Holdings II LLC",
        "value": "4608673.20",
        "weight": "0.01540453",
        "shared": false
      },
      {
        "name": "STARWOOD PROPERTY TRUST SR UNSECURED 144A 07/26 3.625",
        "value": "4335250.91",
        "weight": "0.01449061",
        "shared": false
      },
      {
        "name": "Icahn Enterprises LP / Icahn Enterprises Finance Corp",
        "value": "4296893.95",
        "weight": "0.01436240",
        "shared": true
      },
      {
        "name": "Brink's Co. (The)",
        "value": "4241664.14",
        "weight": "0.01417780",
        "shared": false
      },
      {
        "name": "ALBERTSONS COS/SAFEWAY REGD 144A P/P 5.50000000",
        "value": "4226572.80",
        "weight": "0.01412735",
        "shared": false
      },
      {
        "name": "Park Intermediate Holdings LLC / PK Domestic Property LLC / PK Finance Co-Issuer",
        "value": "4175548.91",
        "weight": "0.01395680",
        "shared": false
      },
      {
        "name": "HESS MIDSTREAM PARTNERS LP 5.125% 06/15/2028 144A",
        "value": "4157746.46",
        "weight": "0.01389730",
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      {
        "name": "OneMain Finance Corp",
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      },
      {
        "name": "TransDigm, Inc.",
        "value": "3977878.98",
        "weight": "0.01329609",
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      {
        "name": "SLM CORP SR UNSECURED 01/30 6.5",
        "value": "3961211.55",
        "weight": "0.01324038",
        "shared": false
      },
      {
        "name": "TransDigm, Inc.",
        "value": "3896739.00",
        "weight": "0.01302488",
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      },
      {
        "name": "SLM Corp",
        "value": "3827390.40",
        "weight": "0.01279308",
        "shared": false
      },
      {
        "name": "Tenet Healthcare Corp.",
        "value": "3805880.76",
        "weight": "0.01272119",
        "shared": false
      },
      {
        "name": "ONEMAIN FINANCE CORP SR UNSEC 3.875% 09-15-28",
        "value": "3763391.54",
        "weight": "0.01257917",
        "shared": false
      },
      {
        "name": "SIRIUS XM RADIO LLC REGD 144A P/P 4.00000000",
        "value": "3653512.51",
        "weight": "0.01221189",
        "shared": false
      },
      {
        "name": "TRAVEL + LEISURE CO SR SECURED 144A 07/26 6.625",
        "value": "3583035.84",
        "weight": "0.01197633",
        "shared": false
      },
      {
        "name": "Safeway Inc.",
        "value": "3562966.27",
        "weight": "0.01190924",
        "shared": false
      },
      {
        "name": "Kodiak Gas Services LLC",
        "value": "3557531.35",
        "weight": "0.01189108",
        "shared": false
      },
      {
        "name": "Park Intermediate Holdings LLC / PK Domestic Property LLC / PK Finance Co-Issuer 5.88 10/01/2028",
        "value": "3542883.88",
        "weight": "0.01184212",
        "shared": false
      },
      {
        "name": "CENTENE CORP",
        "value": "3405685.06",
        "weight": "0.01138353",
        "shared": false
      },
      {
        "name": "PRIME SECURITY SERVICES BORROW SR SECURED 144A 08/27 3.375",
        "value": "3348015.09",
        "weight": "0.01119077",
        "shared": true
      },
      {
        "name": "RWNYNY 7.25 10/01/29 144A",
        "value": "3313281.41",
        "weight": "0.01107467",
        "shared": false
      },
      {
        "name": "HESS MIDSTREAM PARTNERS LP 5.875% 03/01/2028 144A",
        "value": "3296012.40",
        "weight": "0.01101695",
        "shared": false
      },
      {
        "name": "Teva Pharmaceutical Industries Ltd.",
        "value": "3206605.87",
        "weight": "0.01071811",
        "shared": false
      },
      {
        "name": "THC 5 1/8 11/01/27",
        "value": "3101960.83",
        "weight": "0.01036833",
        "shared": true
      },
      {
        "name": "CORPBOND",
        "value": "3089651.40",
        "weight": "0.01032718",
        "shared": false
      },
      {
        "name": "SUNOCO LP / SUNOCO FIN CORP 5.875% 03/15/2028",
        "value": "2803844.34",
        "weight": "0.00937187",
        "shared": false
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    ],
    "b_top": [
      {
        "name": "BlackRock Cash Funds: Institutional, SL Agency Shares",
        "value": "13997201.95",
        "weight": "0.03106347",
        "shared": false
      },
      {
        "name": "DISH Network Corp",
        "value": "13005042.94",
        "weight": "0.02886161",
        "shared": false
      },
      {
        "name": "CHTR 5 1/8 05/01/27",
        "value": "12778890.93",
        "weight": "0.02835972",
        "shared": false
      },
      {
        "name": "BlackRock Cash Funds: Treasury, SL Agency Shares",
        "value": "11640000.00",
        "weight": "0.02583222",
        "shared": false
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      {
        "name": "NSANY 4.345 09/17/27 144A",
        "value": "11414148.64",
        "weight": "0.02533099",
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      },
      {
        "name": "SS&C Technologies, Inc.",
        "value": "9424337.54",
        "weight": "0.02091508",
        "shared": true
      },
      {
        "name": "RAKUTN 11.25 02/15/27 144A",
        "value": "9106132.71",
        "weight": "0.02020890",
        "shared": false
      },
      {
        "name": "Directv Financing LLC / Directv Financing Co-Obligor Inc.",
        "value": "8094511.06",
        "weight": "0.01796385",
        "shared": false
      },
      {
        "name": "NXST 5.625 07/15/27 144A",
        "value": "7678812.62",
        "weight": "0.01704130",
        "shared": false
      },
      {
        "name": "Vertical US Newco Inc",
        "value": "7360993.60",
        "weight": "0.01633598",
        "shared": false
      },
      {
        "name": "SIRIUS XM RADIO LLC REGD 144A P/P 5.00000000",
        "value": "7088235.62",
        "weight": "0.01573066",
        "shared": false
      },
      {
        "name": "SBA COMMUNICATIONS CORP SR UNSECURED 02/27 3.875",
        "value": "7015719.69",
        "weight": "0.01556972",
        "shared": true
      },
      {
        "name": "THC 5 1/8 11/01/27",
        "value": "6751782.14",
        "weight": "0.01498398",
        "shared": true
      },
      {
        "name": "Icahn Enterprises LP / Icahn Enterprises Finance Corp",
        "value": "6714828.82",
        "weight": "0.01490197",
        "shared": true
      },
      {
        "name": "MPW 5 10/15/27",
        "value": "6481287.47",
        "weight": "0.01438368",
        "shared": false
      },
      {
        "name": "Vistra Operations Co. LLC",
        "value": "6129990.17",
        "weight": "0.01360406",
        "shared": false
      },
      {
        "name": "Alliant Holdings Intermediate, LLC/Alliant Holdings Co-Issuer, Inc.",
        "value": "6128030.55",
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      },
      {
        "name": "Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC",
        "value": "6060461.59",
        "weight": "0.01344976",
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      },
      {
        "name": "Vistra Operations Co. LLC",
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      {
        "name": "LYV 6.5 05/15/27 144A",
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      },
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        "name": "Warnermedia Holdings Inc",
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      {
        "name": "Global Aircraft Leasing Co., Ltd.",
        "value": "5331744.53",
        "weight": "0.01183254",
        "shared": false
      },
      {
        "name": "IQVIA INC REGD 144A P/P 5.00000000",
        "value": "5251406.53",
        "weight": "0.01165425",
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      },
      {
        "name": "CSC HOLDINGS LLC REGD 144A P/P 5.50000000",
        "value": "4997516.11",
        "weight": "0.01109080",
        "shared": false
      },
      {
        "name": "PFGC 5.5 10/15/27 144A",
        "value": "4822692.12",
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      },
      {
        "name": "BYD 4 3/4 12/01/27",
        "value": "4724546.50",
        "weight": "0.01048501",
        "shared": true
      },
      {
        "name": "PRIME SECURITY SERVICES BORROW SR SECURED 144A 08/27 3.375",
        "value": "4669708.55",
        "weight": "0.01036331",
        "shared": true
      },
      {
        "name": "IRON MOUNTAIN INC REGD 144A P/P 4.87500000",
        "value": "4570026.65",
        "weight": "0.01014209",
        "shared": false
      },
      {
        "name": "Wynn Las Vegas LLC / Wynn Las Vegas Capital Corp 5.25 05/15/2027",
        "value": "4352912.36",
        "weight": "0.00966026",
        "shared": false
      },
      {
        "name": "LYV 4.75 10/15/27 144A",
        "value": "4317947.93",
        "weight": "0.00958266",
        "shared": false
      },
      {
        "name": "GEN DIGITAL INC REGD 144A P/P 6.75000000",
        "value": "4173364.63",
        "weight": "0.00926179",
        "shared": false
      },
      {
        "name": "ALLIANT HOLDINGS INTERMEDIATE SR SECURED 144A 10/27 4.25",
        "value": "3712160.23",
        "weight": "0.00823826",
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      },
      {
        "name": "SOTHEBY'S SR SECURED 144A 10/27 7.375",
        "value": "3698374.88",
        "weight": "0.00820767",
        "shared": false
      },
      {
        "name": "WYNN MACAU LTD REGD 144A P/P 5.50000000",
        "value": "3644779.77",
        "weight": "0.00808872",
        "shared": false
      },
      {
        "name": "LILAPR 6.75 10/15/27 144A",
        "value": "3601616.76",
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      },
      {
        "name": "URI 3 7/8 11/15/27",
        "value": "3512270.25",
        "weight": "0.00779465",
        "shared": false
      },
      {
        "name": "BROOKFIELD PROP. RE 4.50%",
        "value": "3495664.59",
        "weight": "0.00775780",
        "shared": false
      },
      {
        "name": "OneMain Finance Corp",
        "value": "3478000.25",
        "weight": "0.00771860",
        "shared": true
      },
      {
        "name": "MGM CHINA HOLDINGS LTD SR UNSECURED 144A 02/27 4.75",
        "value": "3469377.13",
        "weight": "0.00769946",
        "shared": false
      },
      {
        "name": "YUM 4.75 06/01/27 144A",
        "value": "3453844.64",
        "weight": "0.00766499",
        "shared": false
      },
      {
        "name": "GGAM FIN. LTD 8.00%",
        "value": "3368638.55",
        "weight": "0.00747589",
        "shared": true
      },
      {
        "name": "GOODYEAR TIRE & RUBBER REGD 4.87500000",
        "value": "3315041.11",
        "weight": "0.00735695",
        "shared": false
      },
      {
        "name": "RHP Hotel Properties, LP/RHP Finance Corporation",
        "value": "3308448.38",
        "weight": "0.00734232",
        "shared": false
      },
      {
        "name": "MGM RESORTS INTL REGD 5.50000000",
        "value": "3220666.72",
        "weight": "0.00714751",
        "shared": false
      },
      {
        "name": "MXCN 5 1/8 10/15/27",
        "value": "3210817.15",
        "weight": "0.00712565",
        "shared": false
      },
      {
        "name": "Navient Corp.",
        "value": "3190439.95",
        "weight": "0.00708042",
        "shared": false
      },
      {
        "name": "MINERAL RESOURCES LTD REGD 144A P/P MTN 8.00000000",
        "value": "2938472.64",
        "weight": "0.00652124",
        "shared": false
      },
      {
        "name": "OUTFRONT MEDIA CAP LLC/C REGD 144A P/P 5.00000000",
        "value": "2918064.75",
        "weight": "0.00647595",
        "shared": false
      },
      {
        "name": "SUNOCO LP / SUNOCO FIN CORP 6% 04/15/2027",
        "value": "2853557.48",
        "weight": "0.00633279",
        "shared": false
      },
      {
        "name": "FORTESCUE TREASURY PTY LTD COMPANY GUAR 144A 09/27 4.5",
        "value": "2852902.90",
        "weight": "0.00633134",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-238816",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/897111/000119312526238816/0001193125-26-238816-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-031817",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000141036826031817/0001410368-26-031817-index.htm"
    }
  ]
}