{
  "page": "compare",
  "query": {
    "a": "SEPI",
    "b": "SCJAX"
  },
  "retrieved_at": "2026-07-07T17:21:13+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": "Shelton Equity Premium Income ETF",
    "ticker": "SEPI",
    "slug": "SEPI",
    "series_id": "S000092397",
    "html_url": "https://fundwatcher.app/funds/SEPI/"
  },
  "fund_b": {
    "name": "Steward Covered Call Income Fund",
    "ticker": "SCJAX",
    "slug": "SCJAX",
    "series_id": "S000059856",
    "html_url": "https://fundwatcher.app/funds/SCJAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4528610531918373582419778480",
    "coverage_b_by_a": "0.4528610531918373582419778480",
    "shared_count": 25,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "CATERPILLAR INC",
        "value": "5369418.34",
        "weight": "0.05732806",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5153205.95",
        "weight": "0.05501961",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4291210.38",
        "weight": "0.04581628",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4217067.40",
        "weight": "0.04502467",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "3946672.00",
        "weight": "0.04213772",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3812010.66",
        "weight": "0.04069997",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3671596.60",
        "weight": "0.03920080",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3577379.40",
        "weight": "0.03819487",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3297955.45",
        "weight": "0.03521152",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3171316.59",
        "weight": "0.03385943",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2959703.07",
        "weight": "0.03160008",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2830159.44",
        "weight": "0.03021697",
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      },
      {
        "name": "MERCK & CO",
        "value": "2814184.55",
        "weight": "0.03004641",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "2418461.80",
        "weight": "0.02582137",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "2257296.00",
        "weight": "0.02410064",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2144946.16",
        "weight": "0.02290110",
        "shared": false
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "2119450.50",
        "weight": "0.02262889",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2081068.60",
        "weight": "0.02221910",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2005452.00",
        "weight": "0.02141176",
        "shared": true
      },
      {
        "name": "AKAMAI TECHNOLOGIES INC",
        "value": "1966346.85",
        "weight": "0.02099424",
        "shared": false
      },
      {
        "name": "NEWMONT CORP",
        "value": "1961598.25",
        "weight": "0.02094354",
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      },
      {
        "name": "CARDINAL HEALTH INC",
        "value": "1903480.48",
        "weight": "0.02032303",
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      },
      {
        "name": "HERSHEY CO/THE",
        "value": "1897204.14",
        "weight": "0.02025602",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "1835791.95",
        "weight": "0.01960033",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1784374.56",
        "weight": "0.01905136",
        "shared": true
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "1773698.64",
        "weight": "0.01893738",
        "shared": false
      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "1770855.94",
        "weight": "0.01890703",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "1744047.50",
        "weight": "0.01862080",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1691848.76",
        "weight": "0.01806348",
        "shared": true
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "1640408.32",
        "weight": "0.01751427",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "1492702.42",
        "weight": "0.01593724",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "1439998.50",
        "weight": "0.01537454",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "1408985.16",
        "weight": "0.01504341",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "1392302.52",
        "weight": "0.01486530",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1348409.04",
        "weight": "0.01439666",
        "shared": true
      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "1168090.00",
        "weight": "0.01247143",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1076488.80",
        "weight": "0.01149343",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "917916.20",
        "weight": "0.00980038",
        "shared": true
      },
      {
        "name": "LEIDOS HOLDINGS INC",
        "value": "863291.52",
        "weight": "0.00921717",
        "shared": false
      },
      {
        "name": "DR HORTON INC",
        "value": "444867.24",
        "weight": "0.00474975",
        "shared": false
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    ],
    "b_top": [
      {
        "name": "APPLE INC",
        "value": "5656664.00",
        "weight": "0.04704581",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "5638335.00",
        "weight": "0.04689337",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "5240670.00",
        "weight": "0.04358603",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5206509.00",
        "weight": "0.04330192",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4292600.00",
        "weight": "0.03570105",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3776820.00",
        "weight": "0.03141137",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3582500.00",
        "weight": "0.02979523",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3317594.00",
        "weight": "0.02759204",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "2668542.00",
        "weight": "0.02219395",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2306544.00",
        "weight": "0.01918325",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2263586.00",
        "weight": "0.01882598",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2154243.00",
        "weight": "0.01791659",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1710940.00",
        "weight": "0.01422969",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "1703702.00",
        "weight": "0.01416949",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1673516.00",
        "weight": "0.01391844",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1577664.00",
        "weight": "0.01312125",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1496656.00",
        "weight": "0.01244751",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1481238.00",
        "weight": "0.01231928",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1460901.00",
        "weight": "0.01215014",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1456752.00",
        "weight": "0.01211563",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1410375.00",
        "weight": "0.01172992",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1400854.00",
        "weight": "0.01165074",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "1370910.00",
        "weight": "0.01140170",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1357965.00",
        "weight": "0.01129403",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1231356.00",
        "weight": "0.01024104",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1224760.00",
        "weight": "0.01018618",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1214160.00",
        "weight": "0.01009803",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1196481.00",
        "weight": "0.00995099",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "1181953.00",
        "weight": "0.00983016",
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      },
      {
        "name": "LOWES COS INC",
        "value": "1175064.00",
        "weight": "0.00977287",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "1167243.00",
        "weight": "0.00970782",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "1145301.00",
        "weight": "0.00952533",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1127840.00",
        "weight": "0.00938011",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "1114470.00",
        "weight": "0.00926892",
        "shared": false
      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "1113893.89",
        "weight": "0.00926412",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "1080651.00",
        "weight": "0.00898765",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1023840.00",
        "weight": "0.00851516",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "1019320.00",
        "weight": "0.00847756",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "1018992.00",
        "weight": "0.00847484",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "1007046.00",
        "weight": "0.00837548",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "1000368.00",
        "weight": "0.00831994",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "981440.00",
        "weight": "0.00816252",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "952506.00",
        "weight": "0.00792188",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "951786.00",
        "weight": "0.00791589",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "950859.00",
        "weight": "0.00790818",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "947781.00",
        "weight": "0.00788258",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "945000.00",
        "weight": "0.00785945",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "941227.00",
        "weight": "0.00782807",
        "shared": false
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "907596.00",
        "weight": "0.00754837",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "897990.00",
        "weight": "0.00746848",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002000324-26-002252",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/836267/000200032426002252/0002000324-26-002252-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001021",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/92500/000206657826001021/0002066578-26-001021-index.htm"
    }
  ]
}