{
  "page": "compare",
  "query": {
    "a": "SAMIX",
    "b": "BKAG"
  },
  "retrieved_at": "2026-07-07T18:00:59+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": "Moderately Aggressive Balanced Allocation Portfolio",
    "ticker": "SAMIX",
    "slug": "SAMIX",
    "series_id": "S000060152",
    "html_url": "https://fundwatcher.app/funds/SAMIX/"
  },
  "fund_b": {
    "name": "BNY Mellon Core Bond ETF",
    "ticker": "BKAG",
    "slug": "BKAG",
    "series_id": "S000067265",
    "html_url": "https://fundwatcher.app/funds/BKAG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.03596177720146419083326719626",
    "coverage_b_by_a": "0.03596177720146419083326719626",
    "shared_count": 1,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "VANG-IN B I-ADM",
        "value": "260616.06",
        "weight": "0.19887030",
        "shared": false
      },
      {
        "name": "SARATOGA-L VAL-I",
        "value": "201722.82",
        "weight": "0.15393018",
        "shared": false
      },
      {
        "name": "SARATOGA-LCG-I",
        "value": "200621.92",
        "weight": "0.15309011",
        "shared": false
      },
      {
        "name": "SARATOGA-M/C-I",
        "value": "176588.56",
        "weight": "0.13475079",
        "shared": false
      },
      {
        "name": "Dreyfus Instl Resv PFD GOVT INSTL",
        "value": "112677.92",
        "weight": "0.08598201",
        "shared": true
      },
      {
        "name": "SARATOGA-S/C-I",
        "value": "96862.41",
        "weight": "0.07391354",
        "shared": false
      },
      {
        "name": "VANG-TO INT-ADM",
        "value": "73311.92",
        "weight": "0.05594269",
        "shared": false
      },
      {
        "name": "EV-GL MAC AR-I",
        "value": "65760.09",
        "weight": "0.05018006",
        "shared": false
      },
      {
        "name": "SARATOGA-A/T T-I",
        "value": "57726.71",
        "weight": "0.04404996",
        "shared": false
      },
      {
        "name": "SAT-HL & BIO-I",
        "value": "33094.60",
        "weight": "0.02525375",
        "shared": false
      },
      {
        "name": "VAN-ST BD I-ADM",
        "value": "31499.57",
        "weight": "0.02403662",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Dreyfus Instl Resv PFD GOVT INSTL",
        "value": "82164948.06",
        "weight": "0.03596178",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "13914241.41",
        "weight": "0.00608996",
        "shared": false
      },
      {
        "name": "DREY INST PREF GOV MM-M",
        "value": "12580457.17",
        "weight": "0.00550619",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "11893650.00",
        "weight": "0.00520559",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "11493490.18",
        "weight": "0.00503045",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "10366702.50",
        "weight": "0.00453728",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "10136214.00",
        "weight": "0.00443640",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9652947.12",
        "weight": "0.00422488",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9572900.00",
        "weight": "0.00418985",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9307418.75",
        "weight": "0.00407365",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "9018351.56",
        "weight": "0.00394713",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8711871.83",
        "weight": "0.00381299",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8563475.05",
        "weight": "0.00374804",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8479082.01",
        "weight": "0.00371111",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8324338.59",
        "weight": "0.00364338",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8232710.94",
        "weight": "0.00360328",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "8212023.00",
        "weight": "0.00359422",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7895991.84",
        "weight": "0.00345590",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7862466.76",
        "weight": "0.00344123",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7837279.65",
        "weight": "0.00343020",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7684960.94",
        "weight": "0.00336354",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7585211.25",
        "weight": "0.00331988",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7482180.47",
        "weight": "0.00327478",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7473736.68",
        "weight": "0.00327109",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "7393201.56",
        "weight": "0.00323584",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6952584.38",
        "weight": "0.00304299",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6862262.47",
        "weight": "0.00300346",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6753679.69",
        "weight": "0.00295594",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6751671.88",
        "weight": "0.00295506",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6721675.36",
        "weight": "0.00294193",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6649256.25",
        "weight": "0.00291023",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6607128.13",
        "weight": "0.00289179",
        "shared": false
      },
      {
        "name": "TBA GNMA 30 YR 5.50000000",
        "value": "6519531.00",
        "weight": "0.00285345",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6479760.51",
        "weight": "0.00283605",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6394890.22",
        "weight": "0.00279890",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6257256.21",
        "weight": "0.00273866",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6198242.19",
        "weight": "0.00271283",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6197770.31",
        "weight": "0.00271263",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6160523.41",
        "weight": "0.00269632",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6128542.93",
        "weight": "0.00268233",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6088879.66",
        "weight": "0.00266497",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6056945.67",
        "weight": "0.00265099",
        "shared": false
      },
      {
        "name": "FN MA4237",
        "value": "6048452.95",
        "weight": "0.00264727",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5957812.50",
        "weight": "0.00260760",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5859140.63",
        "weight": "0.00256442",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5772150.00",
        "weight": "0.00252634",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5770093.75",
        "weight": "0.00252544",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5738165.20",
        "weight": "0.00251147",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5686331.72",
        "weight": "0.00248878",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5629045.88",
        "weight": "0.00246371",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-006000",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/924628/000091047226006000/0000910472-26-006000-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-011331",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1493580/000094040026011331/0000940400-26-011331-index.htm"
    }
  ]
}