{
  "page": "compare",
  "query": {
    "a": "JRROX",
    "b": "JREPX"
  },
  "retrieved_at": "2026-07-07T17:37:27+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": "2040 Preservation Blend Portfolio",
    "ticker": "JRROX",
    "slug": "JRROX",
    "series_id": "S000028826",
    "html_url": "https://fundwatcher.app/funds/JRROX/"
  },
  "fund_b": {
    "name": "2025 Preservation Blend Portfolio",
    "ticker": "JREPX",
    "slug": "JREPX",
    "series_id": "S000028823",
    "html_url": "https://fundwatcher.app/funds/JREPX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4046975831952288591689293049",
    "coverage_b_by_a": "0.4046975831952288591689293050",
    "shared_count": 23,
    "as_of": {
      "a": "2023-05-31",
      "b": "2023-05-31"
    },
    "a_top": [
      {
        "name": "JHF II US STRAT EQUITY ALLOC MUTUAL FUND",
        "value": "232067757.57",
        "weight": "0.30215799",
        "shared": true
      },
      {
        "name": "JHF II INTL STRAT  EQUITY ALLO MUTUAL FUND",
        "value": "162030456.91",
        "weight": "0.21096768",
        "shared": true
      },
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "81034739.28",
        "weight": "0.10550924",
        "shared": true
      },
      {
        "name": "FMR-MID CAP",
        "value": "70144194.27",
        "weight": "0.09132948",
        "shared": true
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "35238527.26",
        "weight": "0.04588144",
        "shared": true
      },
      {
        "name": "FMR-S/C INDX",
        "value": "22298952.64",
        "weight": "0.02903379",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "19318638.89",
        "weight": "0.02515335",
        "shared": true
      },
      {
        "name": "U.S. Treasury STRIPS Principal, 2.00%, 8/15/51",
        "value": "18128804.66",
        "weight": "0.02360415",
        "shared": true
      },
      {
        "name": "VANGUARD FTSE EM",
        "value": "17778723.05",
        "weight": "0.02314834",
        "shared": false
      },
      {
        "name": "Vanguard Emerging Markets Government Bond Index ETF",
        "value": "16331875.20",
        "weight": "0.02126451",
        "shared": true
      },
      {
        "name": "UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000",
        "value": "15081983.04",
        "weight": "0.01963712",
        "shared": true
      },
      {
        "name": "XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000",
        "value": "13622399.41",
        "weight": "0.01773670",
        "shared": true
      },
      {
        "name": "JH COLLATERAL",
        "value": "10862610.38",
        "weight": "0.01414339",
        "shared": true
      },
      {
        "name": "Vanguard World Fund HEALTH CAR ETF",
        "value": "8537896.14",
        "weight": "0.01111655",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "7803115.31",
        "weight": "0.01015985",
        "shared": true
      },
      {
        "name": "VANGUARD DVD A E",
        "value": "6617335.00",
        "weight": "0.00861593",
        "shared": true
      },
      {
        "name": "State StreetFinSelSectSPDRETF",
        "value": "6596869.60",
        "weight": "0.00858929",
        "shared": false
      },
      {
        "name": "ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND",
        "value": "6491773.20",
        "weight": "0.00845245",
        "shared": true
      },
      {
        "name": "Vanguard Real Estate Index Fund ETF Shares",
        "value": "4292800.00",
        "weight": "0.00558933",
        "shared": true
      },
      {
        "name": "VANGUARD ENERGY ETF VANGUARD ENERGY ETF",
        "value": "4184935.23",
        "weight": "0.00544889",
        "shared": true
      },
      {
        "name": "VANGUARD INF T E",
        "value": "3958275.60",
        "weight": "0.00515377",
        "shared": false
      },
      {
        "name": "VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF",
        "value": "2786906.58",
        "weight": "0.00362862",
        "shared": true
      },
      {
        "name": "ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR",
        "value": "1411085.10",
        "weight": "0.00183727",
        "shared": true
      },
      {
        "name": "VG GLB EX-US R E",
        "value": "1403766.36",
        "weight": "0.00182774",
        "shared": true
      },
      {
        "name": "DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0",
        "value": "7894.49",
        "weight": "0.00001028",
        "shared": true
      },
      {
        "name": "CHINA COM RICH RENE ENE INVEST",
        "value": "2182.21",
        "weight": "0.00000284",
        "shared": true
      },
      {
        "name": "NMC HEALTH PLC COMMON STOCK GBP.1",
        "value": "1.84",
        "weight": "0.00000000",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "161125217.44",
        "weight": "0.21277599",
        "shared": true
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "70034569.38",
        "weight": "0.09248506",
        "shared": true
      },
      {
        "name": "JHF II INTL STRAT  EQUITY ALLO MUTUAL FUND",
        "value": "53074086.45",
        "weight": "0.07008767",
        "shared": true
      },
      {
        "name": "JH COLLATERAL",
        "value": "53022110.04",
        "weight": "0.07001903",
        "shared": true
      },
      {
        "name": "Vanguard Short-Term Corporate Bond ETF",
        "value": "47276368.65",
        "weight": "0.06243142",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio Short Term Corporate Bond ETF",
        "value": "47199557.52",
        "weight": "0.06232999",
        "shared": false
      },
      {
        "name": "JHF II US STRAT EQUITY ALLOC MUTUAL FUND",
        "value": "46913610.74",
        "weight": "0.06195238",
        "shared": true
      },
      {
        "name": "Vanguard Emerging Markets Government Bond Index ETF",
        "value": "35284514.88",
        "weight": "0.04659542",
        "shared": true
      },
      {
        "name": "XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000",
        "value": "32486726.11",
        "weight": "0.04290077",
        "shared": true
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027",
        "value": "28280274.00",
        "weight": "0.03734588",
        "shared": false
      },
      {
        "name": "INVESCO SENIOR LOAN ETF MUTUAL FUND",
        "value": "25286850.20",
        "weight": "0.03339288",
        "shared": false
      },
      {
        "name": "U.S. Treasury Inflation-Indexed Notes",
        "value": "23111983.84",
        "weight": "0.03052083",
        "shared": false
      },
      {
        "name": "VANGUARD DVD A E",
        "value": "20947129.50",
        "weight": "0.02766200",
        "shared": true
      },
      {
        "name": "ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND",
        "value": "20669316.36",
        "weight": "0.02729513",
        "shared": true
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "15083902.40",
        "weight": "0.01991924",
        "shared": false
      },
      {
        "name": "Vanguard Real Estate Index Fund ETF Shares",
        "value": "10214000.00",
        "weight": "0.01348823",
        "shared": true
      },
      {
        "name": "VANGUARD ENERGY ETF VANGUARD ENERGY ETF",
        "value": "9913349.19",
        "weight": "0.01309120",
        "shared": true
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "8395350.28",
        "weight": "0.01108659",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028",
        "value": "7320194.96",
        "weight": "0.00966678",
        "shared": false
      },
      {
        "name": "FMR-MID CAP",
        "value": "6730117.82",
        "weight": "0.00888754",
        "shared": true
      },
      {
        "name": "VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF",
        "value": "6602943.94",
        "weight": "0.00871960",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "5098888.53",
        "weight": "0.00673340",
        "shared": true
      },
      {
        "name": "U.S. Treasury STRIPS Principal, 2.00%, 8/15/51",
        "value": "4784896.28",
        "weight": "0.00631876",
        "shared": true
      },
      {
        "name": "UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000",
        "value": "3980402.86",
        "weight": "0.00525637",
        "shared": true
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "3569793.11",
        "weight": "0.00471414",
        "shared": false
      },
      {
        "name": "ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR",
        "value": "3339711.60",
        "weight": "0.00441030",
        "shared": true
      },
      {
        "name": "VG GLB EX-US R E",
        "value": "3322401.75",
        "weight": "0.00438744",
        "shared": true
      },
      {
        "name": "FMR-S/C INDX",
        "value": "2122325.64",
        "weight": "0.00280266",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "2059118.88",
        "weight": "0.00271920",
        "shared": true
      },
      {
        "name": "DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0",
        "value": "2421.11",
        "weight": "0.00000320",
        "shared": true
      },
      {
        "name": "CHINA COM RICH RENE ENE INVEST",
        "value": "669.24",
        "weight": "0.00000088",
        "shared": true
      },
      {
        "name": "NMC HEALTH PLC COMMON STOCK GBP.1",
        "value": "0.57",
        "weight": "0.00000000",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001145549-23-044899",
      "as_of": "2023-05-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1331971/000114554923044899/0001145549-23-044899-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001145549-23-044896",
      "as_of": "2023-05-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1331971/000114554923044896/0001145549-23-044896-index.htm"
    }
  ]
}