{
  "page": "compare",
  "query": {
    "a": "SSCPX",
    "b": "SWSCX"
  },
  "retrieved_at": "2026-07-07T16:16:42+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": "Saratoga Small Capitalization Portfolio",
    "ticker": "SSCPX",
    "slug": "SSCPX",
    "series_id": "S000010891",
    "html_url": "https://fundwatcher.app/funds/SSCPX/"
  },
  "fund_b": {
    "name": "Schwab Small-Cap Equity Fund",
    "ticker": "SWSCX",
    "slug": "SWSCX",
    "series_id": "S000005516",
    "html_url": "https://fundwatcher.app/funds/SWSCX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1712962510718928757313916045",
    "coverage_b_by_a": "0.1712962510718928757313916045",
    "shared_count": 43,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Dreyfus Instl Resv PFD GOVT INSTL",
        "value": "255305.50",
        "weight": "0.03601709",
        "shared": false
      },
      {
        "name": "ADV ENERGY INDS",
        "value": "138925.98",
        "weight": "0.01959891",
        "shared": true
      },
      {
        "name": "VESTIS CORP",
        "value": "137174.10",
        "weight": "0.01935177",
        "shared": false
      },
      {
        "name": "WATTS WATER TECH INC CL A",
        "value": "136098.36",
        "weight": "0.01920001",
        "shared": true
      },
      {
        "name": "KULICKE and SOFFA INDUSTRIES INC",
        "value": "135047.64",
        "weight": "0.01905178",
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      },
      {
        "name": "KRYSTAL BIOTECH INC",
        "value": "134787.96",
        "weight": "0.01901514",
        "shared": true
      },
      {
        "name": "COMFORT SYSTEMS USA INC",
        "value": "134360.78",
        "weight": "0.01895488",
        "shared": true
      },
      {
        "name": "ALLIENT INC",
        "value": "128717.20",
        "weight": "0.01815871",
        "shared": true
      },
      {
        "name": "FABRINET",
        "value": "123312.38",
        "weight": "0.01739623",
        "shared": false
      },
      {
        "name": "EMCOR GROUP INC",
        "value": "122460.78",
        "weight": "0.01727609",
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      },
      {
        "name": "INDEPENDENT BANK CORP MASS",
        "value": "118900.61",
        "weight": "0.01677384",
        "shared": false
      },
      {
        "name": "HECLA MINING CO",
        "value": "115208.75",
        "weight": "0.01625302",
        "shared": true
      },
      {
        "name": "COEUR MINING INC",
        "value": "114871.65",
        "weight": "0.01620546",
        "shared": true
      },
      {
        "name": "PRIMORIS SVCS CORP",
        "value": "113341.44",
        "weight": "0.01598959",
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      },
      {
        "name": "NEXTRACKER INC CL A",
        "value": "112667.20",
        "weight": "0.01589447",
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      },
      {
        "name": "POSTAL REALTY TRUST INC",
        "value": "112646.82",
        "weight": "0.01589159",
        "shared": false
      },
      {
        "name": "PHIBRO ANIMAL HEALTH CORP CL A",
        "value": "110872.29",
        "weight": "0.01564125",
        "shared": true
      },
      {
        "name": "TEXAS CAPITAL BANCSHARES INC",
        "value": "109309.10",
        "weight": "0.01542073",
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      },
      {
        "name": "CENTRAL GARDEN and PET CO CL A",
        "value": "106521.36",
        "weight": "0.01502745",
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      },
      {
        "name": "CARPENTER TECHNOLOGY CORP",
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      },
      {
        "name": "HILLTOP HOLDINGS",
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      },
      {
        "name": "STERLING INFRASTRUCTURE INC",
        "value": "96757.38",
        "weight": "0.01365000",
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      },
      {
        "name": "BYLINE BANCORP INC",
        "value": "95035.20",
        "weight": "0.01340704",
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      },
      {
        "name": "CREDO TECHNOLOGY",
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      },
      {
        "name": "SIMMONS FIRST -A",
        "value": "90212.21",
        "weight": "0.01272664",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "87797.88",
        "weight": "0.01238604",
        "shared": true
      },
      {
        "name": "SOUTHERN FIRST BANCSHARES INC",
        "value": "87166.24",
        "weight": "0.01229693",
        "shared": false
      },
      {
        "name": "REMITLY GLOBAL INC",
        "value": "86355.70",
        "weight": "0.01218259",
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      },
      {
        "name": "HOME BANCSHARES INC",
        "value": "86224.40",
        "weight": "0.01216406",
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      },
      {
        "name": "ATMUS FILTRATION TECHNOLOGIES INC",
        "value": "83695.41",
        "weight": "0.01180729",
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      },
      {
        "name": "MIRUM PHARMACEUTICALS INC",
        "value": "83337.87",
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      },
      {
        "name": "UNITED FIRE GROUP INC",
        "value": "83276.98",
        "weight": "0.01174826",
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      },
      {
        "name": "MAXIMUS INC",
        "value": "82490.51",
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      },
      {
        "name": "STONEX GROUP INC",
        "value": "81472.50",
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      },
      {
        "name": "BANCFIRST CORP",
        "value": "80630.00",
        "weight": "0.01137484",
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      },
      {
        "name": "PARK NATL CORP",
        "value": "80455.17",
        "weight": "0.01135017",
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      },
      {
        "name": "CITY HOLDING CO",
        "value": "78940.26",
        "weight": "0.01113646",
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      },
      {
        "name": "ASTRONICS CORP",
        "value": "78846.36",
        "weight": "0.01112321",
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      },
      {
        "name": "NWPX INFRASTRUCTURE INC",
        "value": "78764.00",
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      {
        "name": "POWELL INDUSTRIES INC",
        "value": "78540.00",
        "weight": "0.01107999",
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      },
      {
        "name": "COMMVAULT SYSTEMS INC",
        "value": "76827.24",
        "weight": "0.01083836",
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      },
      {
        "name": "INTERDIGITAL INC",
        "value": "75871.71",
        "weight": "0.01070356",
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      },
      {
        "name": "UNITED NATURAL FOODS INC",
        "value": "73286.78",
        "weight": "0.01033889",
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      },
      {
        "name": "ALKERMES PLC",
        "value": "72450.70",
        "weight": "0.01022095",
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      },
      {
        "name": "TARSUS PHARMACEUTICALS INC",
        "value": "72423.68",
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      {
        "name": "SMARTFINANCIAL INC",
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      {
        "name": "REDWOOD TRUST INC REIT",
        "value": "72122.05",
        "weight": "0.01017458",
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      },
      {
        "name": "RESIDEO TECHNOLOGIES INC",
        "value": "68382.90",
        "weight": "0.00964708",
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      },
      {
        "name": "BRIGHTSPHERE INVESTMENT GROUP INC",
        "value": "66840.26",
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      },
      {
        "name": "NEWMARK GROUP INC CL A",
        "value": "64425.24",
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    ],
    "b_top": [
      {
        "name": "AXOS FINANCIAL INC",
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      },
      {
        "name": "ENOVA INTL INC",
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        "name": "DIAMONDROCK HOSPITALITY CO",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "7588480.84",
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      {
        "name": "JACKSON FINANCIAL INC",
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      {
        "name": "INTL BANCSHARES",
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      },
      {
        "name": "OUTFRONT MEDIA INC",
        "value": "6526344.96",
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      {
        "name": "ENERSYS INC",
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      {
        "name": "FABRINET",
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      {
        "name": "BANKUNITED INC",
        "value": "5723030.67",
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      {
        "name": "IBEX LTD",
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      {
        "name": "ASSOCIATED BANC CORP",
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      {
        "name": "MOOG INC-CLASS A",
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      {
        "name": "NEXTRACKER INC CL A",
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      },
      {
        "name": "CNO FINANCIAL GROUP INC",
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      {
        "name": "CREDO TECHNOLOGY GROUP HOLDING LTD",
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      },
      {
        "name": "CUSTOMERS BANCORP INC",
        "value": "5196908.34",
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      {
        "name": "ADV ENERGY INDS",
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      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
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      {
        "name": "XENIA HOTELS & R",
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      {
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      },
      {
        "name": "COMMERCIAL METALS CO",
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      {
        "name": "BREAD FINANCIAL HOLDINGS",
        "value": "4532589.36",
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      {
        "name": "AAR CORP",
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        "name": "COMFORT SYSTEMS USA INC",
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      {
        "name": "BRINKER INTL",
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        "name": "PRIMORIS SVCS CORP",
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      {
        "name": "HANCOCK WHITNEY CORP",
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      {
        "name": "CATALYST PHARMACEUTICALS INC",
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      {
        "name": "WATTS WATER TECH INC CL A",
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      },
      {
        "name": "ALKERMES PLC",
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      },
      {
        "name": "Pagseguro Digital Ltd., Class A",
        "value": "4107217.50",
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      },
      {
        "name": "MONARCH CASINO and RESORT INC",
        "value": "4105303.56",
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      {
        "name": "AXSOME THERAPEUTICS INC",
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      {
        "name": "STERLING INFRASTRUCTURE INC",
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      },
      {
        "name": "TRUSTMARK CORP",
        "value": "4046500.84",
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      {
        "name": "EVERTEC INC",
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      },
      {
        "name": "QUALYS INC",
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      {
        "name": "INDIVIOR PHARMACEUTICALS INC",
        "value": "3928913.62",
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      {
        "name": "RINGCENTRAL INC CL A",
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      {
        "name": "MIRUM PHARMACEUTICALS INC",
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      },
      {
        "name": "SANMINA CORP",
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      },
      {
        "name": "OSI SYSTEMS INC",
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        "name": "ARROWHEAD PHARMACEUTICALS INC",
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      {
        "name": "AMNEAL PHARM INC",
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      },
      {
        "name": "MAXIMUS INC",
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      },
      {
        "name": "BLACKBAUD INC",
        "value": "3420206.70",
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      },
      {
        "name": "KOPPERS HOLDINGS",
        "value": "3318168.18",
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      },
      {
        "name": "SPX TECHNOLOGIES INC",
        "value": "3286417.29",
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      },
      {
        "name": "BELDEN INC",
        "value": "3252911.82",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-005979",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/924628/000091047226005979/0000910472-26-005979-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030043",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030043/0001410368-26-030043-index.htm"
    }
  ]
}