{
  "page": "compare",
  "query": {
    "a": "EARAX",
    "b": "ERBAX"
  },
  "retrieved_at": "2026-07-07T17:33:45+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": "Eaton Vance All Asset Strategy Fund",
    "ticker": "EARAX",
    "slug": "EARAX",
    "series_id": "S000033974",
    "html_url": "https://fundwatcher.app/funds/EARAX/"
  },
  "fund_b": {
    "name": "Eaton Vance Equity Strategy Fund",
    "ticker": "ERBAX",
    "slug": "ERBAX",
    "series_id": "S000030159",
    "html_url": "https://fundwatcher.app/funds/ERBAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5861015657307886981935149094",
    "coverage_b_by_a": "0.5861015657307886981935149095",
    "shared_count": 207,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "Eaton Vance Mortgage Opportunities ETF",
        "value": "26000948.52",
        "weight": "0.10973131",
        "shared": false
      },
      {
        "name": "Eaton Vance Total Return Bond ETF",
        "value": "25473353.78",
        "weight": "0.10750472",
        "shared": false
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "10018638.44",
        "weight": "0.04228147",
        "shared": true
      },
      {
        "name": "Vanguard Emerging Markets Government Bond Index ETF",
        "value": "9688954.25",
        "weight": "0.04089011",
        "shared": false
      },
      {
        "name": "ISHARES TIPS BOND ETF MUTUAL FUND",
        "value": "8306866.24",
        "weight": "0.03505731",
        "shared": false
      },
      {
        "name": "VANGUARD SHORT TERM TREASURY ETF",
        "value": "7615425.00",
        "weight": "0.03213924",
        "shared": false
      },
      {
        "name": "BRAZIL LETRAS DO TESOURO NACIONAL 0% 01/01/2029",
        "value": "7477285.00",
        "weight": "0.03155625",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "5934447.48",
        "weight": "0.02504504",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5473809.60",
        "weight": "0.02310102",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "4222740.48",
        "weight": "0.01782115",
        "shared": true
      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "4150368.32",
        "weight": "0.01751572",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "3576822.48",
        "weight": "0.01509520",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "3016958.75",
        "weight": "0.01273241",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2863350.00",
        "weight": "0.01208414",
        "shared": true
      },
      {
        "name": "ISHARES MSCI TAIWAN ETF MUTUAL FUND",
        "value": "2478116.83",
        "weight": "0.01045835",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2199462.65",
        "weight": "0.00928235",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1855973.61",
        "weight": "0.00783273",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1608782.76",
        "weight": "0.00678952",
        "shared": true
      },
      {
        "name": "BNP PARIBAS",
        "value": "1565767.52",
        "weight": "0.00660798",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1510746.93",
        "weight": "0.00637578",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1215048.45",
        "weight": "0.00512785",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1128827.70",
        "weight": "0.00476397",
        "shared": true
      },
      {
        "name": "ISHARES MSCI SOUTH KOREA ETF",
        "value": "1127555.13",
        "weight": "0.00475860",
        "shared": true
      },
      {
        "name": "ISHARES MSCI INDIA ETF MUTUAL FUND",
        "value": "1118630.27",
        "weight": "0.00472093",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1111394.95",
        "weight": "0.00469040",
        "shared": true
      },
      {
        "name": "SIEMENS ENERGY AG",
        "value": "1103187.71",
        "weight": "0.00465576",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "969739.32",
        "weight": "0.00409257",
        "shared": true
      },
      {
        "name": "Novartis AG (Registered)",
        "value": "955717.67",
        "weight": "0.00403340",
        "shared": true
      },
      {
        "name": "BANCO SANTANDER SA",
        "value": "945085.03",
        "weight": "0.00398852",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "917145.60",
        "weight": "0.00387061",
        "shared": true
      },
      {
        "name": "ENEL SPA",
        "value": "914882.03",
        "weight": "0.00386106",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "909750.66",
        "weight": "0.00383940",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "856162.08",
        "weight": "0.00361324",
        "shared": true
      },
      {
        "name": "EMAAR PROP PJSC",
        "value": "853819.16",
        "weight": "0.00360336",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "852768.84",
        "weight": "0.00359892",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "843854.90",
        "weight": "0.00356130",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "822678.15",
        "weight": "0.00347193",
        "shared": true
      },
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "814430.89",
        "weight": "0.00343713",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "779958.28",
        "weight": "0.00329164",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "779245.93",
        "weight": "0.00328864",
        "shared": true
      },
      {
        "name": "SOC GENERALE SA",
        "value": "771105.93",
        "weight": "0.00325428",
        "shared": true
      },
      {
        "name": "HUNTINGTON BANCSHARES INC",
        "value": "754219.20",
        "weight": "0.00318302",
        "shared": true
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "739591.98",
        "weight": "0.00312129",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "714112.45",
        "weight": "0.00301376",
        "shared": true
      },
      {
        "name": "BBVA",
        "value": "704043.16",
        "weight": "0.00297126",
        "shared": true
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "703431.08",
        "weight": "0.00296868",
        "shared": true
      },
      {
        "name": "FIRST ABU DHABI",
        "value": "702879.29",
        "weight": "0.00296635",
        "shared": true
      },
      {
        "name": "M&T BANK CORP",
        "value": "687609.62",
        "weight": "0.00290191",
        "shared": true
      },
      {
        "name": "ATLAS COPCO-A",
        "value": "659131.97",
        "weight": "0.00278172",
        "shared": true
      },
      {
        "name": "E.ON SE",
        "value": "656466.18",
        "weight": "0.00277047",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "30196846.68",
        "weight": "0.05076872",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "23734423.31",
        "weight": "0.03990371",
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      },
      {
        "name": "APPLE INC",
        "value": "21526707.30",
        "weight": "0.03619197",
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      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "20213171.50",
        "weight": "0.03398358",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "16654532.44",
        "weight": "0.02800058",
        "shared": true
      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "14647866.67",
        "weight": "0.02462686",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "11623710.00",
        "weight": "0.01954247",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "11355546.24",
        "weight": "0.01909161",
        "shared": true
      },
      {
        "name": "ISHARES MSCI BRAZIL ETF MUTUAL FUND",
        "value": "10832277.51",
        "weight": "0.01821186",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "9069334.56",
        "weight": "0.01524790",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "8734260.15",
        "weight": "0.01468455",
        "shared": true
      },
      {
        "name": "ISHARES MSCI TAIWAN ETF MUTUAL FUND",
        "value": "7098829.71",
        "weight": "0.01193497",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "6828179.64",
        "weight": "0.01147994",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "6165691.14",
        "weight": "0.01036612",
        "shared": true
      },
      {
        "name": "BNP PARIBAS",
        "value": "5270724.92",
        "weight": "0.00886145",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4863658.80",
        "weight": "0.00817707",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4651899.78",
        "weight": "0.00782105",
        "shared": true
      },
      {
        "name": "SIEMENS ENERGY AG",
        "value": "3940952.15",
        "weight": "0.00662576",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "3693154.74",
        "weight": "0.00620915",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "3545253.95",
        "weight": "0.00596049",
        "shared": true
      },
      {
        "name": "BANCO SANTANDER SA",
        "value": "3489770.76",
        "weight": "0.00586721",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "3470516.40",
        "weight": "0.00583484",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "3466787.61",
        "weight": "0.00582857",
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      },
      {
        "name": "E.ON SE",
        "value": "3458764.01",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "3358182.24",
        "weight": "0.00564597",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "3246603.30",
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        "shared": true
      },
      {
        "name": "ISHARES MSCI SOUTH KOREA ETF",
        "value": "3114891.86",
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        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "3004844.42",
        "weight": "0.00505192",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "2985665.97",
        "weight": "0.00501968",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2933122.68",
        "weight": "0.00493134",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "2897520.00",
        "weight": "0.00487148",
        "shared": true
      },
      {
        "name": "SOC GENERALE SA",
        "value": "2872971.88",
        "weight": "0.00483021",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "2850225.00",
        "weight": "0.00479197",
        "shared": true
      },
      {
        "name": "Novartis AG (Registered)",
        "value": "2842604.31",
        "weight": "0.00477915",
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      },
      {
        "name": "UNICREDIT SPA",
        "value": "2835662.29",
        "weight": "0.00476748",
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      },
      {
        "name": "ASML Holding NV",
        "value": "2817188.60",
        "weight": "0.00473642",
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      },
      {
        "name": "DR HORTON INC",
        "value": "2772180.76",
        "weight": "0.00466075",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2755456.34",
        "weight": "0.00463264",
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      },
      {
        "name": "ENEL SPA",
        "value": "2703989.73",
        "weight": "0.00454611",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "2664278.56",
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      },
      {
        "name": "BBVA",
        "value": "2627892.01",
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      },
      {
        "name": "ISHARES MSCI INDIA ETF MUTUAL FUND",
        "value": "2601896.06",
        "weight": "0.00437446",
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      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "2505272.90",
        "weight": "0.00421201",
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      },
      {
        "name": "IBERDROLA SA",
        "value": "2487146.20",
        "weight": "0.00418154",
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      },
      {
        "name": "SUMITOMO MITSUI FINL GROUP INC",
        "value": "2473868.81",
        "weight": "0.00415921",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "2420820.96",
        "weight": "0.00407003",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2370022.20",
        "weight": "0.00398462",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2339858.04",
        "weight": "0.00393391",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "2204485.24",
        "weight": "0.00370631",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "2182252.80",
        "weight": "0.00366893",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040150",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/102816/000141036826040150/0001410368-26-040150-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040147",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/102816/000141036826040147/0001410368-26-040147-index.htm"
    }
  ]
}