{
  "page": "compare",
  "query": {
    "a": "GQSIX",
    "b": "SWSCX"
  },
  "retrieved_at": "2026-07-07T17:53:50+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": "Disciplined U.S. Small Cap Equity Portfolio",
    "ticker": "GQSIX",
    "slug": "GQSIX",
    "series_id": "S000059608",
    "html_url": "https://fundwatcher.app/funds/GQSIX/"
  },
  "fund_b": {
    "name": "Schwab Small-Cap Equity Fund",
    "ticker": "SWSCX",
    "slug": "SWSCX",
    "series_id": "S000005516",
    "html_url": "https://fundwatcher.app/funds/SWSCX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1753867800585750724600351485",
    "coverage_b_by_a": "0.1753867800585750724600351486",
    "shared_count": 49,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "187934.25",
        "weight": "0.05609087",
        "shared": false
      },
      {
        "name": "EZCORP INC CL A NON VTG",
        "value": "58643.42",
        "weight": "0.01750272",
        "shared": false
      },
      {
        "name": "Constellium SE, Class A",
        "value": "55772.24",
        "weight": "0.01664579",
        "shared": true
      },
      {
        "name": "ALLIENT INC",
        "value": "42584.62",
        "weight": "0.01270981",
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      },
      {
        "name": "BENCHMARK ELECTRONICS INC",
        "value": "40532.70",
        "weight": "0.01209739",
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      },
      {
        "name": "Hamilton Insurance Group Ltd., Class B",
        "value": "38439.21",
        "weight": "0.01147257",
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      },
      {
        "name": "RESIDEO TECHNOLOGIES INC",
        "value": "38225.88",
        "weight": "0.01140890",
        "shared": true
      },
      {
        "name": "PHOTRONICS INC",
        "value": "37901.68",
        "weight": "0.01131214",
        "shared": true
      },
      {
        "name": "PAR PACIFIC HOLDINGS INC",
        "value": "36118.50",
        "weight": "0.01077993",
        "shared": true
      },
      {
        "name": "GREEN PLAINS INC",
        "value": "35750.66",
        "weight": "0.01067014",
        "shared": false
      },
      {
        "name": "ENERSYS INC",
        "value": "35401.16",
        "weight": "0.01056583",
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      },
      {
        "name": "ACM RESEARCH INC-CLASS A",
        "value": "34735.68",
        "weight": "0.01036721",
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      },
      {
        "name": "VIR BIOTECHNOLOGY INC",
        "value": "34118.10",
        "weight": "0.01018289",
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      },
      {
        "name": "PACIRA BIOSCIENCES INC",
        "value": "33774.25",
        "weight": "0.01008026",
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      },
      {
        "name": "COVISTA INC",
        "value": "32492.04",
        "weight": "0.00969758",
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      },
      {
        "name": "A10 NETWORKS INC",
        "value": "32042.68",
        "weight": "0.00956346",
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      },
      {
        "name": "OCEANEERING INTL",
        "value": "30782.80",
        "weight": "0.00918744",
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      },
      {
        "name": "10X GENOMICS INC",
        "value": "29789.55",
        "weight": "0.00889099",
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      },
      {
        "name": "COMMERCIAL METALS CO",
        "value": "28963.20",
        "weight": "0.00864436",
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      },
      {
        "name": "WORLD KINECT CORP",
        "value": "28615.17",
        "weight": "0.00854049",
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      },
      {
        "name": "FRONTDOOR INC",
        "value": "28344.19",
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      },
      {
        "name": "WISDOMTREE INVESTMENTS INC",
        "value": "27472.00",
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      },
      {
        "name": "KENNAMETAL INC",
        "value": "27251.84",
        "weight": "0.00813359",
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      },
      {
        "name": "SANMINA CORP",
        "value": "27227.50",
        "weight": "0.00812632",
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      },
      {
        "name": "PELOTON INTERACTIVE INC CL A",
        "value": "27124.65",
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      },
      {
        "name": "MUELLER WATER PRODUCTS INC A",
        "value": "26941.74",
        "weight": "0.00804103",
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      },
      {
        "name": "OIL STATES INTL",
        "value": "26128.48",
        "weight": "0.00779831",
        "shared": true
      },
      {
        "name": "ATMUS FILTRATION TECHNOLOGIES INC",
        "value": "26120.80",
        "weight": "0.00779602",
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      },
      {
        "name": "PEDIATRIX MEDICAL GROUP INC",
        "value": "25863.99",
        "weight": "0.00771937",
        "shared": false
      },
      {
        "name": "MINERALS TECHNOLOGIES INC",
        "value": "25466.76",
        "weight": "0.00760081",
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      },
      {
        "name": "CATALYST PHARMACEUTICALS INC",
        "value": "25457.65",
        "weight": "0.00759809",
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      },
      {
        "name": "MANITOWOC CO INC",
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      },
      {
        "name": "PROGYNY INC",
        "value": "25398.86",
        "weight": "0.00758055",
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      },
      {
        "name": "TELADOC HEALTH INC",
        "value": "25294.44",
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      },
      {
        "name": "CINEMARK HOLDINGS INC",
        "value": "25269.12",
        "weight": "0.00754182",
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      },
      {
        "name": "TEREX CORP",
        "value": "25253.20",
        "weight": "0.00753707",
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      },
      {
        "name": "MIMEDX GROUP INC",
        "value": "25166.40",
        "weight": "0.00751117",
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      },
      {
        "name": "AAR CORP",
        "value": "25164.36",
        "weight": "0.00751056",
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      },
      {
        "name": "S & T BANCORP",
        "value": "25109.97",
        "weight": "0.00749432",
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      },
      {
        "name": "COMPASS MINERALS INTL INC",
        "value": "25000.56",
        "weight": "0.00746167",
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      },
      {
        "name": "INVENTRUST PROPE",
        "value": "24828.76",
        "weight": "0.00741039",
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      },
      {
        "name": "PAGERDUTY INC",
        "value": "24738.00",
        "weight": "0.00738330",
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      },
      {
        "name": "POSTAL REALTY TRUST INC",
        "value": "24636.88",
        "weight": "0.00735312",
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      },
      {
        "name": "SPECTRUM BRANDS HOLDINGS INC",
        "value": "24614.80",
        "weight": "0.00734653",
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      },
      {
        "name": "NETSCOUT SYSTEMS INC",
        "value": "24533.60",
        "weight": "0.00732230",
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      {
        "name": "SHORE BANCSHARES INC",
        "value": "24511.00",
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      {
        "name": "BROADSTONE NET LEASE INC",
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      {
        "name": "HARMONY BIOSCIENCES HOLDINGS INC",
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      {
        "name": "CASTLE BIOSCIENCES INC",
        "value": "24367.55",
        "weight": "0.00727274",
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      },
      {
        "name": "LIBERTY LATIN AMERICA LTD CL C",
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    ],
    "b_top": [
      {
        "name": "AXOS FINANCIAL INC",
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      },
      {
        "name": "ENOVA INTL INC",
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      {
        "name": "DIAMONDROCK HOSPITALITY CO",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
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      {
        "name": "JACKSON FINANCIAL INC",
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      {
        "name": "INTL BANCSHARES",
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      },
      {
        "name": "OUTFRONT MEDIA INC",
        "value": "6526344.96",
        "weight": "0.01009595",
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      {
        "name": "ENERSYS INC",
        "value": "6108981.57",
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      {
        "name": "FABRINET",
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      {
        "name": "BANKUNITED INC",
        "value": "5723030.67",
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      {
        "name": "IBEX LTD",
        "value": "5644839.60",
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      {
        "name": "ASSOCIATED BANC CORP",
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      {
        "name": "MOOG INC-CLASS A",
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      {
        "name": "NEXTRACKER INC CL A",
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      {
        "name": "CNO FINANCIAL GROUP INC",
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      {
        "name": "CREDO TECHNOLOGY GROUP HOLDING LTD",
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      {
        "name": "CUSTOMERS BANCORP INC",
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      {
        "name": "ADV ENERGY INDS",
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      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
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      {
        "name": "XENIA HOTELS & R",
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      {
        "name": "COMMERCIAL METALS CO",
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      {
        "name": "BREAD FINANCIAL HOLDINGS",
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      {
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        "name": "COMFORT SYSTEMS USA INC",
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      {
        "name": "BRINKER INTL",
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        "name": "PRIMORIS SVCS CORP",
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        "name": "HANCOCK WHITNEY CORP",
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      {
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      {
        "name": "WATTS WATER TECH INC CL A",
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      {
        "name": "ALKERMES PLC",
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      },
      {
        "name": "Pagseguro Digital Ltd., Class A",
        "value": "4107217.50",
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      },
      {
        "name": "MONARCH CASINO and RESORT INC",
        "value": "4105303.56",
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      {
        "name": "AXSOME THERAPEUTICS INC",
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      {
        "name": "STERLING INFRASTRUCTURE INC",
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      {
        "name": "TRUSTMARK CORP",
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      {
        "name": "EVERTEC INC",
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      {
        "name": "QUALYS INC",
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      {
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        "name": "RINGCENTRAL INC CL A",
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        "name": "MIRUM PHARMACEUTICALS INC",
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        "name": "SANMINA CORP",
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      {
        "name": "OSI SYSTEMS INC",
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        "name": "ARROWHEAD PHARMACEUTICALS INC",
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        "name": "AMNEAL PHARM INC",
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      {
        "name": "MAXIMUS INC",
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      {
        "name": "BLACKBAUD INC",
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      },
      {
        "name": "KOPPERS HOLDINGS",
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      },
      {
        "name": "SPX TECHNOLOGIES INC",
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      },
      {
        "name": "BELDEN INC",
        "value": "3252911.82",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-057080",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/835663/000141036826057080/0001410368-26-057080-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030043",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030043/0001410368-26-030043-index.htm"
    }
  ]
}