{
  "page": "compare",
  "query": {
    "a": "SWYMX",
    "b": "HNDL"
  },
  "retrieved_at": "2026-07-07T18:28:32+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 Target 2050 Index Fund",
    "ticker": "SWYMX",
    "slug": "SWYMX",
    "series_id": "S000054919",
    "html_url": "https://fundwatcher.app/funds/SWYMX/"
  },
  "fund_b": {
    "name": "Strategy Shares NASDAQ 7HANDL Index ETF",
    "ticker": "HNDL",
    "slug": "HNDL",
    "series_id": "S000059719",
    "html_url": "https://fundwatcher.app/funds/HNDL/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1491995219838364509780706406",
    "coverage_b_by_a": "0.1491995219838364509780706406",
    "shared_count": 2,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US LARGE-CAP ETF MUTUAL FUND",
        "value": "716332319.92",
        "weight": "0.50450835",
        "shared": false
      },
      {
        "name": "SCHWAB INTL EQUITY ETF MUTUAL FUND",
        "value": "317044802.25",
        "weight": "0.22329266",
        "shared": false
      },
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "148683720.42",
        "weight": "0.10471701",
        "shared": true
      },
      {
        "name": "SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND",
        "value": "90036599.90",
        "weight": "0.06341221",
        "shared": false
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "81945840.60",
        "weight": "0.05771394",
        "shared": false
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "64664162.15",
        "weight": "0.04554256",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "1154729.16",
        "weight": "0.00081327",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "SCHWAB U S AGGREGATE BOND ETF",
        "value": "69574156.75",
        "weight": "0.11327876",
        "shared": true
      },
      {
        "name": "iShares Trust CORE US AGGREGATE BD ETF",
        "value": "69510446.26",
        "weight": "0.11317503",
        "shared": false
      },
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "69491453.72",
        "weight": "0.11314410",
        "shared": false
      },
      {
        "name": "UTILITIES SELECT SECTOR SPDR MUTUAL FUND",
        "value": "46344364.50",
        "weight": "0.07545664",
        "shared": false
      },
      {
        "name": "GLOBAL X MLP ENERGY INFRASTRUCTURE ETF",
        "value": "45177762.00",
        "weight": "0.07355721",
        "shared": false
      },
      {
        "name": "INVES NASDAQ 100",
        "value": "44991057.60",
        "weight": "0.07325322",
        "shared": false
      },
      {
        "name": "WISDOMTREE US EFFICIENT CORE F",
        "value": "38347663.24",
        "weight": "0.06243663",
        "shared": false
      },
      {
        "name": "VANGUARD DVD A E",
        "value": "34845638.94",
        "weight": "0.05673473",
        "shared": false
      },
      {
        "name": "JPMORGAN EQUITY PREMIUM INCOME ETF",
        "value": "31206214.08",
        "weight": "0.05080911",
        "shared": false
      },
      {
        "name": "SCHWAB US REIT ETF MUTUAL FUND",
        "value": "27320508.83",
        "weight": "0.04448251",
        "shared": true
      },
      {
        "name": "GLOBAL X US PREFERRED ETF MUTUAL FUND",
        "value": "23494510.20",
        "weight": "0.03825313",
        "shared": false
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "19103662.00",
        "weight": "0.03110407",
        "shared": false
      },
      {
        "name": "DIMENSIONAL CORE FIXED INCOME ETF",
        "value": "15226668.66",
        "weight": "0.02479165",
        "shared": false
      },
      {
        "name": "SPDR Portfolio S&P 500 ETF",
        "value": "15006252.80",
        "weight": "0.02443277",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "14661053.68",
        "weight": "0.02387073",
        "shared": false
      },
      {
        "name": "iShares Core S&P 500 ETF",
        "value": "14015279.95",
        "weight": "0.02281930",
        "shared": false
      },
      {
        "name": "INVESCO TAXABLE MUNICIPAL BOND",
        "value": "11392780.77",
        "weight": "0.01854942",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "7667891.00",
        "weight": "0.01248465",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "6770248.45",
        "weight": "0.01102314",
        "shared": false
      },
      {
        "name": "Vanguard Mortgage-Backed Securities ETF - Class USD INC",
        "value": "3810094.96",
        "weight": "0.00620349",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "3455727.91",
        "weight": "0.00562652",
        "shared": false
      },
      {
        "name": "WI TREASURY SEC. 0.000000% 02/19/2026",
        "value": "1497449.30",
        "weight": "0.00243811",
        "shared": false
      },
      {
        "name": "HNDL TRS N7HNDLT EQ",
        "value": "899683.91",
        "weight": "0.00146484",
        "shared": false
      },
      {
        "name": "HNDL TRS N7HNDLT EQ",
        "value": "374806.67",
        "weight": "0.00061025",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050051",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050051/0001410368-26-050051-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-002260",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1506213/000100472626002260/0001004726-26-002260-index.htm"
    }
  ]
}