{
  "page": "compare",
  "query": {
    "a": "LNOAX",
    "b": "BVAL"
  },
  "retrieved_at": "2026-07-07T15:24:21+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": "Ladenburg Income & Growth Fund",
    "ticker": "LNOAX",
    "slug": "LNOAX",
    "series_id": "S000050297",
    "html_url": "https://fundwatcher.app/funds/LNOAX/"
  },
  "fund_b": {
    "name": "Bluemonte Large Cap Value ETF",
    "ticker": "BVAL",
    "slug": "BVAL",
    "series_id": "S000092508",
    "html_url": "https://fundwatcher.app/funds/BVAL/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1492623235021043039545241140",
    "coverage_b_by_a": "0.1492623235021043039545241140",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "PIMCO Active Bond Exchange-Traded Fund",
        "value": "10509584.64",
        "weight": "0.18099066",
        "shared": false
      },
      {
        "name": "SCHWAB US LG VAL",
        "value": "8667215.50",
        "weight": "0.14926232",
        "shared": true
      },
      {
        "name": "SCHW-US L/C GRW",
        "value": "6539277.18",
        "weight": "0.11261607",
        "shared": false
      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "6443449.48",
        "weight": "0.11096577",
        "shared": false
      },
      {
        "name": "Invesco Total Return Bond ETF",
        "value": "6415241.70",
        "weight": "0.11047999",
        "shared": false
      },
      {
        "name": "State Street DoubleLine TR Tact ETF",
        "value": "5838959.18",
        "weight": "0.10055555",
        "shared": false
      },
      {
        "name": "FMR-ENH INTL",
        "value": "2855546.40",
        "weight": "0.04917675",
        "shared": false
      },
      {
        "name": "Avantis U.S. Small Cap Value ETF",
        "value": "2425921.20",
        "weight": "0.04177797",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "2332915.71",
        "weight": "0.04017627",
        "shared": false
      },
      {
        "name": "JPM HG EQ ETF",
        "value": "2289192.29",
        "weight": "0.03942329",
        "shared": false
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "1685290.48",
        "weight": "0.02902321",
        "shared": false
      },
      {
        "name": "INVESCO S&P SMAL",
        "value": "1182567.12",
        "weight": "0.02036556",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "881840.20",
        "weight": "0.01518660",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND",
        "value": "73941690.27",
        "weight": "0.34572049",
        "shared": false
      },
      {
        "name": "SCHWAB US LG VAL",
        "value": "63827391.48",
        "weight": "0.29843025",
        "shared": true
      },
      {
        "name": "VANGUARD RUSSELL 1000 VALUE MUTUAL FUND",
        "value": "42988786.56",
        "weight": "0.20099763",
        "shared": false
      },
      {
        "name": "SPDR Portfolio S&P 500 ETF",
        "value": "33119218.00",
        "weight": "0.15485164",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007561",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1314414/000091047226007561/0000910472-26-007561-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002048251-26-002580",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1452937/000204825126002580/0002048251-26-002580-index.htm"
    }
  ]
}