{
  "page": "compare",
  "query": {
    "a": "HTDIX",
    "b": "SDRAX"
  },
  "retrieved_at": "2026-07-07T16:19:32+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": "Tactical Dividend & Momentum Fund",
    "ticker": "HTDIX",
    "slug": "HTDIX",
    "series_id": "S000050364",
    "html_url": "https://fundwatcher.app/funds/HTDIX/"
  },
  "fund_b": {
    "name": "Swan Defined Risk Fund",
    "ticker": "SDRAX",
    "slug": "SDRAX",
    "series_id": "S000037505",
    "html_url": "https://fundwatcher.app/funds/SDRAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2918153937223784887476605064",
    "coverage_b_by_a": "0.2918153937223784887476605064",
    "shared_count": 11,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "VANGUARD INF T E",
        "value": "16364489.60",
        "weight": "0.18013487",
        "shared": false
      },
      {
        "name": "TECHNOLOGY SELECT SECT SPDR MUTUAL FUND",
        "value": "15103515.24",
        "weight": "0.16625448",
        "shared": true
      },
      {
        "name": "State StreetFinSelSectSPDRETF",
        "value": "11819217.92",
        "weight": "0.13010203",
        "shared": true
      },
      {
        "name": "State Street Communication Services Select Sector SPDR ETF",
        "value": "9734525.36",
        "weight": "0.10715443",
        "shared": true
      },
      {
        "name": "STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR",
        "value": "9400732.11",
        "weight": "0.10348014",
        "shared": true
      },
      {
        "name": "State Street Industrial Select Sector SPDR ETF USD Class",
        "value": "7826139.20",
        "weight": "0.08614754",
        "shared": true
      },
      {
        "name": "State Street Health Care Select Sector SPDR ETF USD Class",
        "value": "5611955.58",
        "weight": "0.06177455",
        "shared": true
      },
      {
        "name": "State Street Consumer Staples Select Sector SPDR ETF",
        "value": "4519310.67",
        "weight": "0.04974707",
        "shared": true
      },
      {
        "name": "STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "2904081.35",
        "weight": "0.03196716",
        "shared": true
      },
      {
        "name": "MSILF-TR SEC-INS",
        "value": "2201102.18",
        "weight": "0.02422900",
        "shared": false
      },
      {
        "name": "UTILITIES SELECT SECTOR SPDR MUTUAL FUND",
        "value": "2035128.75",
        "weight": "0.02240202",
        "shared": true
      },
      {
        "name": "STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "1672653.39",
        "weight": "0.01841201",
        "shared": true
      },
      {
        "name": "STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "1652909.96",
        "weight": "0.01819468",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "iShares Core S&P 500 ETF",
        "value": "347507720.00",
        "weight": "0.58682517",
        "shared": false
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "68892139.87",
        "weight": "0.11633595",
        "shared": false
      },
      {
        "name": "TECHNOLOGY SELECT SECT SPDR MUTUAL FUND",
        "value": "57546497.40",
        "weight": "0.09717693",
        "shared": true
      },
      {
        "name": "State StreetFinSelSectSPDRETF",
        "value": "21746497.60",
        "weight": "0.03672261",
        "shared": true
      },
      {
        "name": "STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR",
        "value": "17101577.52",
        "weight": "0.02887889",
        "shared": true
      },
      {
        "name": "State Street Health Care Select Sector SPDR ETF USD Class",
        "value": "16778341.62",
        "weight": "0.02833305",
        "shared": true
      },
      {
        "name": "State Street Communication Services Select Sector SPDR ETF",
        "value": "16581773.64",
        "weight": "0.02800111",
        "shared": true
      },
      {
        "name": "State Street Industrial Select Sector SPDR ETF USD Class",
        "value": "15619559.94",
        "weight": "0.02637625",
        "shared": true
      },
      {
        "name": "State Street Consumer Staples Select Sector SPDR ETF",
        "value": "9144787.02",
        "weight": "0.01544251",
        "shared": true
      },
      {
        "name": "STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "7095868.32",
        "weight": "0.01198257",
        "shared": true
      },
      {
        "name": "UTILITIES SELECT SECTOR SPDR MUTUAL FUND",
        "value": "4391122.32",
        "weight": "0.00741515",
        "shared": true
      },
      {
        "name": "STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "3518987.34",
        "weight": "0.00594240",
        "shared": true
      },
      {
        "name": "STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "3283017.82",
        "weight": "0.00554393",
        "shared": true
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "2974819.13",
        "weight": "0.00502348",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-004900",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1552947/000091047226004900/0000910472-26-004900-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-007814",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537140/000091047226007814/0000910472-26-007814-index.htm"
    }
  ]
}