{
  "page": "compare",
  "query": {
    "a": "MBLCX",
    "b": "SWJRX"
  },
  "retrieved_at": "2026-07-07T13:06:37+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": "Madison Diversified Income Fund",
    "ticker": "MBLCX",
    "slug": "MBLCX",
    "series_id": "S000020653",
    "html_url": "https://fundwatcher.app/funds/MBLCX/"
  },
  "fund_b": {
    "name": "Schwab Monthly Income Fund - Target Payout",
    "ticker": "SWJRX",
    "slug": "SWJRX",
    "series_id": "S000021072",
    "html_url": "https://fundwatcher.app/funds/SWJRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.08385251402704276629255896454",
    "coverage_b_by_a": "0.08385251402704276629255896454",
    "shared_count": 2,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Madison Dividend Value ETF",
        "value": "21618422.00",
        "weight": "0.20105647",
        "shared": false
      },
      {
        "name": "Madison Short-Term Strategic Income ETF",
        "value": "19078968.75",
        "weight": "0.17743895",
        "shared": false
      },
      {
        "name": "Madison Aggregate Bond ETF",
        "value": "18189450.00",
        "weight": "0.16916622",
        "shared": false
      },
      {
        "name": "Madison Covered Call ETF",
        "value": "14745754.00",
        "weight": "0.13713902",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF",
        "value": "11644391.70",
        "weight": "0.10829562",
        "shared": false
      },
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "8088118.14",
        "weight": "0.07522142",
        "shared": true
      },
      {
        "name": "V/E JPM EM L C B",
        "value": "6576076.80",
        "weight": "0.06115908",
        "shared": false
      },
      {
        "name": "GLOBAL X MLP ETF MUTUAL FUND",
        "value": "3356128.48",
        "weight": "0.03121279",
        "shared": false
      },
      {
        "name": "iShares 5-10 Year Investment Grade Corporate Bond ETF",
        "value": "2051665.00",
        "weight": "0.01908097",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "1242350.00",
        "weight": "0.01155415",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "928050.36",
        "weight": "0.00863109",
        "shared": true
      },
      {
        "name": "Federal National Mortgage Association",
        "value": "1570.95",
        "weight": "0.00001461",
        "shared": false
      },
      {
        "name": "Government National Mortgage Association",
        "value": "1391.79",
        "weight": "0.00001294",
        "shared": false
      },
      {
        "name": "G2 3068",
        "value": "1337.97",
        "weight": "0.00001244",
        "shared": false
      },
      {
        "name": "FED HM LN PC POOL C01005 FG 06/30 FIXED 8",
        "value": "286.06",
        "weight": "0.00000266",
        "shared": false
      },
      {
        "name": "Federal National Mortgage Association",
        "value": "166.58",
        "weight": "0.00000155",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "12644854.04",
        "weight": "0.20100410",
        "shared": true
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "12322040.34",
        "weight": "0.19587261",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "10827275.71",
        "weight": "0.17211166",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "7073664.00",
        "weight": "0.11244380",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4406063.78",
        "weight": "0.07003931",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4357015.18",
        "weight": "0.06925963",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "4037182.12",
        "weight": "0.06417552",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3902835.91",
        "weight": "0.06203994",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1874229.84",
        "weight": "0.02979298",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "790738.84",
        "weight": "0.01256968",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "672539.95",
        "weight": "0.01069077",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-064084",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040612/000141036826064084/0001410368-26-064084-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050048",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050048/0001410368-26-050048-index.htm"
    }
  ]
}