{
  "page": "compare",
  "query": {
    "a": "DIVPX",
    "b": "SCJAX"
  },
  "retrieved_at": "2026-07-07T18:45:04+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": "MAI MANAGED VOLATILITY FUND",
    "ticker": "DIVPX",
    "slug": "DIVPX",
    "series_id": "S000029851",
    "html_url": "https://fundwatcher.app/funds/DIVPX/"
  },
  "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": "0.5018747201612635626288023736",
    "coverage_b_by_a": "0.5018747201612635626288023737",
    "shared_count": 50,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "FRST AM-GV OB-X",
        "value": "49792332.25",
        "weight": "0.22794332",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "10477378.80",
        "weight": "0.04796418",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "10018771.80",
        "weight": "0.04586474",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "8724835.60",
        "weight": "0.03994125",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "8716809.60",
        "weight": "0.03990451",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "7751116.64",
        "weight": "0.03548368",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "7523868.08",
        "weight": "0.03444337",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "5902088.50",
        "weight": "0.02701905",
        "shared": true
      },
      {
        "name": "U.S. Treasury Inflation-Protected Indexed Notes",
        "value": "5349703.49",
        "weight": "0.02449030",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5051562.50",
        "weight": "0.02312545",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5023922.25",
        "weight": "0.02299891",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "4695600.00",
        "weight": "0.02149589",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "4565196.40",
        "weight": "0.02089892",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4530130.02",
        "weight": "0.02073839",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3860957.10",
        "weight": "0.01767500",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "3811387.92",
        "weight": "0.01744808",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3183022.65",
        "weight": "0.01457150",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "2965748.94",
        "weight": "0.01357684",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "2505053.76",
        "weight": "0.01146784",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "2406471.60",
        "weight": "0.01101654",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2395712.86",
        "weight": "0.01096729",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2209056.75",
        "weight": "0.01011280",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "2194015.13",
        "weight": "0.01004394",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "2191299.36",
        "weight": "0.01003151",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "2186500.82",
        "weight": "0.01000954",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "2159722.24",
        "weight": "0.00988695",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "2120077.40",
        "weight": "0.00970546",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "2050000.00",
        "weight": "0.00938465",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "2012550.00",
        "weight": "0.00921321",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2011720.80",
        "weight": "0.00920942",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "1842634.95",
        "weight": "0.00843536",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "1801708.16",
        "weight": "0.00824800",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "1601384.91",
        "weight": "0.00733095",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1587867.75",
        "weight": "0.00726907",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "1319882.20",
        "weight": "0.00604226",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "1318423.35",
        "weight": "0.00603558",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "1303436.62",
        "weight": "0.00596698",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1283703.30",
        "weight": "0.00587664",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "1212086.40",
        "weight": "0.00554879",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "1151005.47",
        "weight": "0.00526916",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1146978.97",
        "weight": "0.00525073",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1134082.95",
        "weight": "0.00519170",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1117672.50",
        "weight": "0.00511657",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "1091701.07",
        "weight": "0.00499768",
        "shared": true
      },
      {
        "name": "METLIFE INC",
        "value": "1065915.30",
        "weight": "0.00487963",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "1064747.64",
        "weight": "0.00487429",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1049356.70",
        "weight": "0.00480383",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "959742.84",
        "weight": "0.00439359",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "922669.92",
        "weight": "0.00422387",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "890456.84",
        "weight": "0.00407640",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "APPLE INC",
        "value": "5656664.00",
        "weight": "0.04704581",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "5638335.00",
        "weight": "0.04689337",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "5240670.00",
        "weight": "0.04358603",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5206509.00",
        "weight": "0.04330192",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4292600.00",
        "weight": "0.03570105",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3776820.00",
        "weight": "0.03141137",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3582500.00",
        "weight": "0.02979523",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3317594.00",
        "weight": "0.02759204",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "2668542.00",
        "weight": "0.02219395",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2306544.00",
        "weight": "0.01918325",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2263586.00",
        "weight": "0.01882598",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2154243.00",
        "weight": "0.01791659",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1710940.00",
        "weight": "0.01422969",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "1703702.00",
        "weight": "0.01416949",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1673516.00",
        "weight": "0.01391844",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1577664.00",
        "weight": "0.01312125",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1496656.00",
        "weight": "0.01244751",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1481238.00",
        "weight": "0.01231928",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1460901.00",
        "weight": "0.01215014",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1456752.00",
        "weight": "0.01211563",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1410375.00",
        "weight": "0.01172992",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1400854.00",
        "weight": "0.01165074",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "1370910.00",
        "weight": "0.01140170",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1357965.00",
        "weight": "0.01129403",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1231356.00",
        "weight": "0.01024104",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1224760.00",
        "weight": "0.01018618",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1214160.00",
        "weight": "0.01009803",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1196481.00",
        "weight": "0.00995099",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "1181953.00",
        "weight": "0.00983016",
        "shared": true
      },
      {
        "name": "LOWES COS INC",
        "value": "1175064.00",
        "weight": "0.00977287",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "1167243.00",
        "weight": "0.00970782",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "1145301.00",
        "weight": "0.00952533",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1127840.00",
        "weight": "0.00938011",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "1114470.00",
        "weight": "0.00926892",
        "shared": true
      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "1113893.89",
        "weight": "0.00926412",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "1080651.00",
        "weight": "0.00898765",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1023840.00",
        "weight": "0.00851516",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "1019320.00",
        "weight": "0.00847756",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "1018992.00",
        "weight": "0.00847484",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "1007046.00",
        "weight": "0.00837548",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "1000368.00",
        "weight": "0.00831994",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "981440.00",
        "weight": "0.00816252",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "952506.00",
        "weight": "0.00792188",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "951786.00",
        "weight": "0.00791589",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "950859.00",
        "weight": "0.00790818",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "947781.00",
        "weight": "0.00788258",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "945000.00",
        "weight": "0.00785945",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "941227.00",
        "weight": "0.00782807",
        "shared": false
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "907596.00",
        "weight": "0.00754837",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "897990.00",
        "weight": "0.00746848",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000315774-26-000129",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/315774/000031577426000129/0000315774-26-000129-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"
    }
  ]
}