{
  "page": "compare",
  "query": {
    "a": "GIMTX",
    "b": "SWJRX"
  },
  "retrieved_at": "2026-07-07T19:23:51+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": "GuidePath Multi-Asset Income Allocation Fund",
    "ticker": "GIMTX",
    "slug": "GIMTX",
    "series_id": "S000037698",
    "html_url": "https://fundwatcher.app/funds/GIMTX/"
  },
  "fund_b": {
    "name": "Schwab Monthly Income Fund - Target Payout",
    "ticker": "SWJRX",
    "slug": "SWJRX",
    "series_id": "S000021072",
    "html_url": "https://fundwatcher.app/funds/SWJRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.09777612155699104646946446494",
    "coverage_b_by_a": "0.09777612155699104646946446494",
    "shared_count": 3,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Mount Vernon Liquid Assets Portfolio, LLC",
        "value": "11093541.25",
        "weight": "0.09204441",
        "shared": false
      },
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "9820944.12",
        "weight": "0.08148553",
        "shared": true
      },
      {
        "name": "VANGUARD INT HDV",
        "value": "8236670.24",
        "weight": "0.06834062",
        "shared": false
      },
      {
        "name": "iShares Trust 0-5YR HIGH YEILD CORP BD ET",
        "value": "6850242.86",
        "weight": "0.05683727",
        "shared": false
      },
      {
        "name": "Vanguard High-Yield Corporate Fund, Class Admiral shares",
        "value": "6526153.30",
        "weight": "0.05414826",
        "shared": false
      },
      {
        "name": "iShares Emerging Markets Dividend ETF",
        "value": "5504788.08",
        "weight": "0.04567387",
        "shared": false
      },
      {
        "name": "Loomis Sayles Global Allocation Fund",
        "value": "5180406.19",
        "weight": "0.04298244",
        "shared": false
      },
      {
        "name": "VANGUARD HIGH DVD YIELD ETF MUTUAL FUND",
        "value": "4974975.20",
        "weight": "0.04127795",
        "shared": false
      },
      {
        "name": "Vanguard Scottsdale Funds LONG-TERM TREASURY ETF",
        "value": "4167124.40",
        "weight": "0.03457512",
        "shared": false
      },
      {
        "name": "ISHARES INTERNATIONAL SELECT DIVIDEND ETF",
        "value": "4012429.12",
        "weight": "0.03329160",
        "shared": false
      },
      {
        "name": "ISHARES SELECT DIVIDEND ETF MUTUAL FUND",
        "value": "3884574.96",
        "weight": "0.03223077",
        "shared": false
      },
      {
        "name": "WisdomTree US LargeCap Dividend Fund",
        "value": "3744802.93",
        "weight": "0.03107107",
        "shared": false
      },
      {
        "name": "GLOBAL X US PREFERRED ETF MUTUAL FUND",
        "value": "3671094.40",
        "weight": "0.03045950",
        "shared": false
      },
      {
        "name": "WISDOMTREE FLOATING RATE TRE MUTUAL FUND",
        "value": "3503563.32",
        "weight": "0.02906948",
        "shared": false
      },
      {
        "name": "iShares Flexible Income Active ETF",
        "value": "2830912.02",
        "weight": "0.02348841",
        "shared": false
      },
      {
        "name": "JANUS HENDERSON AAA CLO ETF MUTUAL FUND",
        "value": "2514520.77",
        "weight": "0.02086327",
        "shared": false
      },
      {
        "name": "Vanguard Real Estate Index Fund ETF Shares",
        "value": "2291564.50",
        "weight": "0.01901338",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio S&P 500 High Dividend ETF",
        "value": "2198707.04",
        "weight": "0.01824293",
        "shared": false
      },
      {
        "name": "Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF",
        "value": "2141745.84",
        "weight": "0.01777032",
        "shared": false
      },
      {
        "name": "BlackRock Advantage International Fund",
        "value": "2119570.94",
        "weight": "0.01758633",
        "shared": false
      },
      {
        "name": "Vanguard Emerging Markets Government Bond Index ETF",
        "value": "1849830.40",
        "weight": "0.01534826",
        "shared": false
      },
      {
        "name": "WISDOMTREE US SMALLCAP DIVID MUTUAL FUND",
        "value": "1629771.18",
        "weight": "0.01352240",
        "shared": false
      },
      {
        "name": "ISHARES CONVT BD",
        "value": "1475038.89",
        "weight": "0.01223857",
        "shared": false
      },
      {
        "name": "iShares Investment Grade Systematic Bond ETF",
        "value": "1419840.60",
        "weight": "0.01178058",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio Long Term Corporate Bond ETF",
        "value": "1410814.46",
        "weight": "0.01170569",
        "shared": false
      },
      {
        "name": "Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY",
        "value": "1353690.60",
        "weight": "0.01123173",
        "shared": false
      },
      {
        "name": "Invesco S&P 500 BuyWrite ETF",
        "value": "1268603.10",
        "weight": "0.01052575",
        "shared": false
      },
      {
        "name": "JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD",
        "value": "1157131.31",
        "weight": "0.00960085",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "1075278.13",
        "weight": "0.00892171",
        "shared": true
      },
      {
        "name": "ISHARES INTERNAT",
        "value": "1061197.42",
        "weight": "0.00880488",
        "shared": false
      },
      {
        "name": "iShares Trust IBOXX USD INVST GRADE CORP",
        "value": "1012408.11",
        "weight": "0.00840007",
        "shared": false
      },
      {
        "name": "iShares Aaa - A Rated Corporate Bond ETF",
        "value": "889266.74",
        "weight": "0.00737835",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "888126.12",
        "weight": "0.00736889",
        "shared": true
      },
      {
        "name": "JPMORGAN EQUITY PREMIUM INCOME ETF",
        "value": "877463.08",
        "weight": "0.00728041",
        "shared": false
      },
      {
        "name": "iShares U.S. Large Cap Premium Income Active ETF",
        "value": "870382.50",
        "weight": "0.00722167",
        "shared": false
      },
      {
        "name": "ISHARES 7-10 YEAR TSY. BD",
        "value": "712077.84",
        "weight": "0.00590819",
        "shared": false
      },
      {
        "name": "Ishares High Yield Corporate Bond Buywrite Strategy ETF",
        "value": "711015.54",
        "weight": "0.00589938",
        "shared": false
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "710403.75",
        "weight": "0.00589430",
        "shared": false
      },
      {
        "name": "BlackRock High Equity Income Fund",
        "value": "686032.51",
        "weight": "0.00569209",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "618464.25",
        "weight": "0.00513147",
        "shared": false
      },
      {
        "name": "V/E JPM EM L C B",
        "value": "524347.02",
        "weight": "0.00435057",
        "shared": false
      },
      {
        "name": "Vanguard Mortgage-Backed Securities ETF - Class USD INC",
        "value": "516168.30",
        "weight": "0.00428271",
        "shared": false
      },
      {
        "name": "WisdomTree Emerging Markets Local Debt Fund",
        "value": "512833.88",
        "weight": "0.00425504",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio Short Term Treasury ETF",
        "value": "497052.12",
        "weight": "0.00412410",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio Aggregate Bond ETF",
        "value": "433311.06",
        "weight": "0.00359523",
        "shared": false
      },
      {
        "name": "ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR",
        "value": "390677.00",
        "weight": "0.00324149",
        "shared": false
      },
      {
        "name": "Vanguard Utilities ETF",
        "value": "375079.02",
        "weight": "0.00311207",
        "shared": false
      },
      {
        "name": "State StreetFinSelSectSPDRETF",
        "value": "329149.79",
        "weight": "0.00273099",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "12644854.04",
        "weight": "0.20100410",
        "shared": true
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "12322040.34",
        "weight": "0.19587261",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "10827275.71",
        "weight": "0.17211166",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "7073664.00",
        "weight": "0.11244380",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4406063.78",
        "weight": "0.07003931",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4357015.18",
        "weight": "0.06925963",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4037182.12",
        "weight": "0.06417552",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3902835.91",
        "weight": "0.06203994",
        "shared": true
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1874229.84",
        "weight": "0.02979298",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "790738.84",
        "weight": "0.01256968",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "672539.95",
        "weight": "0.01069077",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-248160",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1504079/000119312526248160/0001193125-26-248160-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050048",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050048/0001410368-26-050048-index.htm"
    }
  ]
}