{
  "page": "compare",
  "query": {
    "a": "SWJRX",
    "b": "EVVLX"
  },
  "retrieved_at": "2026-07-07T17:33:39+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": "Schwab Monthly Income Fund - Target Payout",
    "ticker": "SWJRX",
    "slug": "SWJRX",
    "series_id": "S000021072",
    "html_url": "https://fundwatcher.app/funds/SWJRX/"
  },
  "fund_b": {
    "name": "The E-Valuator Very Conservative (0%-15%) RMS Fund",
    "ticker": "EVVLX",
    "slug": "EVVLX",
    "series_id": "S000070064",
    "html_url": "https://fundwatcher.app/funds/EVVLX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.09052220588462038536600408255",
    "coverage_b_by_a": "0.09052220588462038536600408255",
    "shared_count": 2,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "12644854.04",
        "weight": "0.20100410",
        "shared": false
      },
      {
        "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": true
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1874229.84",
        "weight": "0.02979298",
        "shared": true
      },
      {
        "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": false
      }
    ],
    "b_top": [
      {
        "name": "ISHARES CONVT BD",
        "value": "1630268.64",
        "weight": "0.07653112",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "1293656.10",
        "weight": "0.06072923",
        "shared": true
      },
      {
        "name": "Pacer Aristotle Pacific Floating Rate High Income ETF",
        "value": "1273802.86",
        "weight": "0.05979724",
        "shared": false
      },
      {
        "name": "Eaton Vance Total Return Bond ETF",
        "value": "1115485.00",
        "weight": "0.05236519",
        "shared": false
      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "993152.24",
        "weight": "0.04662241",
        "shared": false
      },
      {
        "name": "Vanguard Emerging Markets Bond Fund, Admiral Shares",
        "value": "972160.98",
        "weight": "0.04563700",
        "shared": false
      },
      {
        "name": "Dodge & Cox Global Bond Fund - Class I",
        "value": "834890.36",
        "weight": "0.03919299",
        "shared": false
      },
      {
        "name": "WisdomTree Interest Rate Hedged High Yield Bond Fund",
        "value": "834773.27",
        "weight": "0.03918749",
        "shared": false
      },
      {
        "name": "ISHARES 7-10 YEAR TSY. BD",
        "value": "770200.80",
        "weight": "0.03615621",
        "shared": false
      },
      {
        "name": "ISHARES 10 20 YEAR TREASURY BOND ETF",
        "value": "767587.12",
        "weight": "0.03603351",
        "shared": false
      },
      {
        "name": "Vanguard Core Bond Fund, Admiral Shares",
        "value": "743288.77",
        "weight": "0.03489285",
        "shared": false
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "689307.50",
        "weight": "0.03235876",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "689063.76",
        "weight": "0.03234732",
        "shared": true
      },
      {
        "name": "iShares 5-10 Year Investment Grade Corporate Bond ETF",
        "value": "688879.68",
        "weight": "0.03233868",
        "shared": false
      },
      {
        "name": "Hartford Schroders Emerging Markets Multi-Sector Bond Fund - Class SDR",
        "value": "675943.83",
        "weight": "0.03173142",
        "shared": false
      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "664547.68",
        "weight": "0.03119644",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "636614.33",
        "weight": "0.02988514",
        "shared": false
      },
      {
        "name": "The Gabelli U.S. Treasury Money Market Fund",
        "value": "599875.71",
        "weight": "0.02816049",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF",
        "value": "424190.80",
        "weight": "0.01991316",
        "shared": false
      },
      {
        "name": "American High-Income Trust - Class F-3",
        "value": "423939.27",
        "weight": "0.01990135",
        "shared": false
      },
      {
        "name": "JPMorgan International Bond Opportunities ETF",
        "value": "421007.28",
        "weight": "0.01976371",
        "shared": false
      },
      {
        "name": "VanEck IG Floating Rate ETF",
        "value": "359905.00",
        "weight": "0.01689533",
        "shared": false
      },
      {
        "name": "MSILF Government Portfolio - Class Advisory",
        "value": "340392.61",
        "weight": "0.01597935",
        "shared": false
      },
      {
        "name": "VANGUARD SHORT-TERM TIPS MUTUAL FUND",
        "value": "330519.15",
        "weight": "0.01551585",
        "shared": false
      },
      {
        "name": "EV-SHRT DUR",
        "value": "318222.18",
        "weight": "0.01493858",
        "shared": false
      },
      {
        "name": "ISHR 1-5Y INV GR",
        "value": "263640.96",
        "weight": "0.01237633",
        "shared": false
      },
      {
        "name": "First Trust U.S. Equity Opportunities ETF",
        "value": "163097.87",
        "weight": "0.00765645",
        "shared": false
      },
      {
        "name": "NEW PERSPECTIVE FUND R6 (NPF CL R6)",
        "value": "108396.01",
        "weight": "0.00508853",
        "shared": false
      },
      {
        "name": "SCHW-US L/C GRW",
        "value": "107606.22",
        "weight": "0.00505145",
        "shared": false
      },
      {
        "name": "Nuveen Large Cap Growth Index Fund - Class R6",
        "value": "106792.96",
        "weight": "0.00501328",
        "shared": false
      },
      {
        "name": "VANGUARD GRW ETF",
        "value": "105703.18",
        "weight": "0.00496212",
        "shared": false
      },
      {
        "name": "SS SPDR S&P15 VT",
        "value": "93299.76",
        "weight": "0.00437985",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "90846.07",
        "weight": "0.00426467",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "90230.05",
        "weight": "0.00423575",
        "shared": false
      },
      {
        "name": "VANGUARD US MOMENTUM FACTOR MUTUAL FUND",
        "value": "86526.90",
        "weight": "0.00406191",
        "shared": false
      },
      {
        "name": "Schwab Fundamental U.S. Large Company ETF",
        "value": "83160.10",
        "weight": "0.00390386",
        "shared": false
      },
      {
        "name": "Invesco Dorsey Wright Developed Markets Momentum ETF",
        "value": "81361.36",
        "weight": "0.00381942",
        "shared": false
      },
      {
        "name": "iShares Morningstar Value ETF",
        "value": "80100.40",
        "weight": "0.00376022",
        "shared": false
      },
      {
        "name": "Vanguard Strategic Equity Fund - Class Investor",
        "value": "78330.96",
        "weight": "0.00367716",
        "shared": false
      },
      {
        "name": "U.S. Large Company Portfolio",
        "value": "78127.69",
        "weight": "0.00366762",
        "shared": false
      },
      {
        "name": "VNGRD MULTI ETF",
        "value": "75056.30",
        "weight": "0.00352343",
        "shared": false
      },
      {
        "name": "Vanguard Russell 2000 Growth",
        "value": "69169.51",
        "weight": "0.00324708",
        "shared": false
      },
      {
        "name": "iShares Morningstar Small-Cap Growth ETF",
        "value": "67404.00",
        "weight": "0.00316420",
        "shared": false
      },
      {
        "name": "VictoryShares U.S. Small Mid Cap Value Momentum ETF",
        "value": "66369.98",
        "weight": "0.00311566",
        "shared": false
      },
      {
        "name": "Vanguard Strategic Small-Cap Equity Investor Class",
        "value": "65512.34",
        "weight": "0.00307540",
        "shared": false
      },
      {
        "name": "DFA U.S. Targeted Value Portfolio - Class Institutional",
        "value": "64947.82",
        "weight": "0.00304890",
        "shared": false
      },
      {
        "name": "Vanguard Mega Cap ETF",
        "value": "64287.20",
        "weight": "0.00301789",
        "shared": false
      },
      {
        "name": "ISHARES US SMALLCAP EQUITY F MUTUAL FUND",
        "value": "63638.07",
        "weight": "0.00298742",
        "shared": false
      },
      {
        "name": "VANGUARD LARGE-CAP ETF MUTUAL FUND",
        "value": "60666.55",
        "weight": "0.00284792",
        "shared": false
      },
      {
        "name": "Vanguard Global Capital Cycles Fund - Class Investor",
        "value": "59391.81",
        "weight": "0.00278808",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "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"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-238501",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1821505/000119312526238501/0001193125-26-238501-index.htm"
    }
  ]
}