{
  "page": "compare",
  "query": {
    "a": "QLMAIX",
    "b": "IRSOX"
  },
  "retrieved_at": "2026-07-07T17:57:44+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": "Franklin Templeton Conservative Model Portfolio",
    "ticker": "QLMAIX",
    "slug": "QLMAIX",
    "series_id": "S000068272",
    "html_url": "https://fundwatcher.app/funds/QLMAIX/"
  },
  "fund_b": {
    "name": "VOYA TARGET RETIREMENT 2040 FUND",
    "ticker": "IRSOX",
    "slug": "IRSOX",
    "series_id": "S000039456",
    "html_url": "https://fundwatcher.app/funds/IRSOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1099305847534013315502540856",
    "coverage_b_by_a": "0.1099305847534013315502540856",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "American Funds IS US Government Secs 1A",
        "value": "24032036.47",
        "weight": "0.12950720",
        "shared": false
      },
      {
        "name": "FMR-500 INDX",
        "value": "20399296.46",
        "weight": "0.10993058",
        "shared": true
      },
      {
        "name": "FIDELITY US BOND INDEX FUNDFIDELITY ADV",
        "value": "16958983.87",
        "weight": "0.09139095",
        "shared": false
      },
      {
        "name": "VIP Investment Grade Bond II Portfolio - Initial Class",
        "value": "16937997.11",
        "weight": "0.09127785",
        "shared": false
      },
      {
        "name": "American Funds IS The Bond Fd of Amer1A",
        "value": "15995357.66",
        "weight": "0.08619802",
        "shared": false
      },
      {
        "name": "NYLI VP Bond Portfolio Initial Class",
        "value": "15041838.73",
        "weight": "0.08105957",
        "shared": false
      },
      {
        "name": "BlackRock High Yield VI Fund",
        "value": "13181950.47",
        "weight": "0.07103674",
        "shared": false
      },
      {
        "name": "American Funds IS Capital World Bond 1A",
        "value": "12913826.03",
        "weight": "0.06959183",
        "shared": false
      },
      {
        "name": "PIMCO VIT Total Return Portfolio",
        "value": "10773189.67",
        "weight": "0.05805607",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Portfolio U.S. Dollar-Hedged",
        "value": "9259057.18",
        "weight": "0.04989650",
        "shared": false
      },
      {
        "name": "NYLI VP PIMCO Real Return Portfolio Initial Class",
        "value": "7512948.14",
        "weight": "0.04048683",
        "shared": false
      },
      {
        "name": "American Funds IS Growth 1A",
        "value": "5316840.52",
        "weight": "0.02865213",
        "shared": false
      },
      {
        "name": "BLKR-LIQ TRS-INS",
        "value": "4746705.81",
        "weight": "0.02557971",
        "shared": false
      },
      {
        "name": "Voya Growth and Income Portfolio",
        "value": "4018747.19",
        "weight": "0.02165679",
        "shared": false
      },
      {
        "name": "Invesco VI Main Street Small Cap Fund",
        "value": "2626106.88",
        "weight": "0.01415193",
        "shared": false
      },
      {
        "name": "Fidelity International Index Fund",
        "value": "1755892.07",
        "weight": "0.00946240",
        "shared": false
      },
      {
        "name": "NYLI VP Epoch U.S. Equity Yield Portfolio Initial Class",
        "value": "1374829.33",
        "weight": "0.00740887",
        "shared": false
      },
      {
        "name": "VIP Equity-Income Portfolio - Initial Class",
        "value": "1371268.24",
        "weight": "0.00738968",
        "shared": false
      },
      {
        "name": "NYLI VP MFS Investors Trust - Initial Class",
        "value": "1348378.33",
        "weight": "0.00726633",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "FMR-500 INDX",
        "value": "61463908.26",
        "weight": "0.45640765",
        "shared": true
      },
      {
        "name": "Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF",
        "value": "20664116.32",
        "weight": "0.15344388",
        "shared": false
      },
      {
        "name": "Voya Intermediate Bond Fund",
        "value": "14734686.44",
        "weight": "0.10941419",
        "shared": false
      },
      {
        "name": "Voya Multi-Manager International Equity Fund",
        "value": "10865895.33",
        "weight": "0.08068601",
        "shared": false
      },
      {
        "name": "ISHARES-C S&P MC",
        "value": "5388487.26",
        "weight": "0.04001286",
        "shared": false
      },
      {
        "name": "VANGUARD FTSE EM",
        "value": "4674261.20",
        "weight": "0.03470929",
        "shared": false
      },
      {
        "name": "Voya VACS Series EME Fund",
        "value": "4127725.34",
        "weight": "0.03065092",
        "shared": false
      },
      {
        "name": "Vanguard Scottsdale Funds LONG-TERM TREASURY ETF",
        "value": "4046949.12",
        "weight": "0.03005111",
        "shared": false
      },
      {
        "name": "iShares Trust CORE US AGGREGATE BD ETF",
        "value": "3346301.40",
        "weight": "0.02484836",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF",
        "value": "2666415.90",
        "weight": "0.01979979",
        "shared": false
      },
      {
        "name": "Voya MI Dynamic Small Cap Fund",
        "value": "1681118.80",
        "weight": "0.01248335",
        "shared": false
      },
      {
        "name": "Voya Small Cap Growth Fund",
        "value": "996654.21",
        "weight": "0.00740078",
        "shared": false
      },
      {
        "name": "5-Year T-Note Futures, Jun-2026,ETH",
        "value": "12363.39",
        "weight": "0.00009181",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-021632",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1176343/000094040026021632/0000940400-26-021632-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-015317",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1392116/000094040026015317/0000940400-26-015317-index.htm"
    }
  ]
}