{
  "page": "compare",
  "query": {
    "a": "HCMBX",
    "b": "HCMEX"
  },
  "retrieved_at": "2026-07-07T17:40:01+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": "HCM Dynamic Income Fund",
    "ticker": "HCMBX",
    "slug": "HCMBX",
    "series_id": "S000076537",
    "html_url": "https://fundwatcher.app/funds/HCMBX/"
  },
  "fund_b": {
    "name": "HCM Multi-Asset Plus Fund",
    "ticker": "HCMEX",
    "slug": "HCMEX",
    "series_id": "S000055429",
    "html_url": "https://fundwatcher.app/funds/HCMEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3689416371824637494346642612",
    "coverage_b_by_a": "0.3689416371824637494346642612",
    "shared_count": 3,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond Etf",
        "value": "27702075.96",
        "weight": "0.20814787",
        "shared": false
      },
      {
        "name": "iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF",
        "value": "27017144.00",
        "weight": "0.20300143",
        "shared": true
      },
      {
        "name": "STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND",
        "value": "27015472.00",
        "weight": "0.20298887",
        "shared": true
      },
      {
        "name": "STATE STREET SPDR BLOOMBERG HIGH YIELD BOND MUTUAL FUND",
        "value": "24750128.96",
        "weight": "0.18596753",
        "shared": false
      },
      {
        "name": "BBH SWEEP VEHICLE",
        "value": "13796640.81",
        "weight": "0.10366521",
        "shared": true
      },
      {
        "name": "iShares JP Morgan USD Em Mkts Bd ETF",
        "value": "12806979.78",
        "weight": "0.09622909",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "iShares Trust CORE US AGGREGATE BD ETF",
        "value": "172023891.03",
        "weight": "0.23045708",
        "shared": false
      },
      {
        "name": "OPTION",
        "value": "127954457.02",
        "weight": "0.17141811",
        "shared": false
      },
      {
        "name": "iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF",
        "value": "120233337.00",
        "weight": "0.16107427",
        "shared": true
      },
      {
        "name": "STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND",
        "value": "120227098.00",
        "weight": "0.16106592",
        "shared": true
      },
      {
        "name": "Fundstrat Granny Shots US Large Cap ETF",
        "value": "69769623.00",
        "weight": "0.09346901",
        "shared": false
      },
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "48683404.00",
        "weight": "0.06522021",
        "shared": false
      },
      {
        "name": "BBH SWEEP VEHICLE",
        "value": "34934777.68",
        "weight": "0.04680145",
        "shared": true
      },
      {
        "name": "V/E SEMICONDUCT",
        "value": "21585420.00",
        "weight": "0.02891757",
        "shared": false
      },
      {
        "name": "iShares Semiconductor ETF",
        "value": "21428632.00",
        "weight": "0.02870752",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "9605911.50",
        "weight": "0.01286885",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008146",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537140/000091047226008146/0000910472-26-008146-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-008147",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537140/000091047226008147/0000910472-26-008147-index.htm"
    }
  ]
}