{
  "page": "compare",
  "query": {
    "a": "WITAX",
    "b": "OWFIX"
  },
  "retrieved_at": "2026-07-07T18:19:22+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": "SBH MUNICIPAL OPPORTUNITIES",
    "ticker": "WITAX",
    "slug": "WITAX",
    "series_id": "S000055877",
    "html_url": "https://fundwatcher.app/funds/WITAX/"
  },
  "fund_b": {
    "name": "Old Westbury Fixed Income Fund",
    "ticker": "OWFIX",
    "slug": "OWFIX",
    "series_id": "S000001856",
    "html_url": "https://fundwatcher.app/funds/OWFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.05859225013256119943809472010",
    "coverage_b_by_a": "0.05859225013256119943809472010",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "US TREASURY N/B",
        "value": "9796093.80",
        "weight": "0.05859225",
        "shared": true
      },
      {
        "name": "IPMI 3 LLC 3.900%, Due 12/01/2028",
        "value": "8219016.81",
        "weight": "0.04915946",
        "shared": false
      },
      {
        "name": "IOWA FIN AUTH SINGLE FAMILY MTG REV VAR, Due 1/1/2049",
        "value": "6048454.61",
        "weight": "0.03617693",
        "shared": false
      },
      {
        "name": "UTAH HSG CORP TEMS 2021 2.5%, DUE 8/21/51",
        "value": "5064235.53",
        "weight": "0.03029013",
        "shared": false
      },
      {
        "name": "Tarrant County Cultural Education Facilities Finance Corp., Baylor Scott and White Health Project, Series 2024B",
        "value": "5000000.00",
        "weight": "0.02990593",
        "shared": false
      },
      {
        "name": "PUBLIC FIN AUTH WI EDUCTNL FAC REVENUE",
        "value": "4502412.46",
        "weight": "0.02692976",
        "shared": false
      },
      {
        "name": "Tarrant County Cultural Education Facilities Finance Corp., Series 2011C",
        "value": "4500000.00",
        "weight": "0.02691533",
        "shared": false
      },
      {
        "name": "KNOXVILLE TN CMNTY DEV CORP MF REVENUE",
        "value": "4482177.90",
        "weight": "0.02680874",
        "shared": false
      },
      {
        "name": "NY LSLPWR 09/01/2051",
        "value": "4354807.52",
        "weight": "0.02604691",
        "shared": false
      },
      {
        "name": "CT ST HLTH & EDU-A-4",
        "value": "4150000.00",
        "weight": "0.02482192",
        "shared": false
      },
      {
        "name": "DOUGLAS CNTY NEB SAN & IMPT DIST NO 425 4.9%, Due 11/1/2033",
        "value": "4095566.40",
        "weight": "0.02449634",
        "shared": false
      },
      {
        "name": "NYC MUNI WTR FIN-BB-2",
        "value": "4000000.00",
        "weight": "0.02392474",
        "shared": false
      },
      {
        "name": "GEORGIA POWER CO 1.8% 09-01-29",
        "value": "3612084.84",
        "weight": "0.02160455",
        "shared": false
      },
      {
        "name": "NEW HAMPSHIRE ST HSG FIN AUTH SINGLE FAMILY 6%, DUE 07/01/2051",
        "value": "3488636.13",
        "weight": "0.02086618",
        "shared": false
      },
      {
        "name": "SOUTH CAROLINA ST JOBS-ECON DEV AUTH SOL WST DISP REVENUE",
        "value": "2999964.90",
        "weight": "0.01794335",
        "shared": false
      },
      {
        "name": "NASHVILLE & DAVIDSON",
        "value": "2844868.68",
        "weight": "0.01701569",
        "shared": false
      },
      {
        "name": "SOUTHERN BOONE CNTY MO R-I SCHDIST GO BLDG 6%, Due 3/1/2044",
        "value": "2844154.15",
        "weight": "0.01701141",
        "shared": false
      },
      {
        "name": "OHIO ST HSG FIN AGY RSDL MTGE REVENUE",
        "value": "2840506.88",
        "weight": "0.01698960",
        "shared": false
      },
      {
        "name": "NYC HSG DEV CORP-F-2A",
        "value": "2500937.50",
        "weight": "0.01495857",
        "shared": false
      },
      {
        "name": "King County Public Hospital District No 2, Series 2024, GO Bonds",
        "value": "2484306.73",
        "weight": "0.01485910",
        "shared": false
      },
      {
        "name": "Dallas Fort Worth International Airport 5.25%, DUE 11/1/2044",
        "value": "2447007.08",
        "weight": "0.01463600",
        "shared": false
      },
      {
        "name": "NEVADA HSG DIV SINGLE FAMILY MTG REV 7%, Due 4/1/2049",
        "value": "2379457.60",
        "weight": "0.01423198",
        "shared": false
      },
      {
        "name": "City of Fort Worth TX 5.5%, DUE 3/1/2044",
        "value": "2333048.82",
        "weight": "0.01395440",
        "shared": false
      },
      {
        "name": "RALEIGH N C HSG AUTH MULTIFAMILY REV BDS 2025 VAR, Due 01/01/2044",
        "value": "2230540.03",
        "weight": "0.01334127",
        "shared": false
      },
      {
        "name": "FED HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS VAR  11/25/2042",
        "value": "2044135.20",
        "weight": "0.01222635",
        "shared": false
      },
      {
        "name": "FLORIDA ST HSG FIN CORP MF MTGE REVENUE",
        "value": "2013346.60",
        "weight": "0.01204220",
        "shared": false
      },
      {
        "name": "KING CNTY WA SWR REVENUE COUNTY OF KING WA SEWER REVENUE",
        "value": "2000000.00",
        "weight": "0.01196237",
        "shared": false
      },
      {
        "name": "State of Ohio",
        "value": "2000000.00",
        "weight": "0.01196237",
        "shared": false
      },
      {
        "name": "MS ST HOME SF 5.50% 6/1/2045",
        "value": "1975665.32",
        "weight": "0.01181682",
        "shared": false
      },
      {
        "name": "ILLINOIS ST FIN AUTH REVENUE REGD V/R B/E 3.78900000",
        "value": "1932396.10",
        "weight": "0.01155802",
        "shared": false
      },
      {
        "name": "Denver Urban Renewal Authority, Colorado, Tax Increment Revenue Bonds, 9th and Colorado Urban Redevelopement Area, Series 2018A",
        "value": "1904553.35",
        "weight": "0.01139149",
        "shared": false
      },
      {
        "name": "NEBRASKA ST INVESTMENT FIN AUT NE INVESTMENT FIN AUT",
        "value": "1776047.35",
        "weight": "0.01062287",
        "shared": false
      },
      {
        "name": "SAN ANTONIO TX ELEC   GAS REVE SANUTL 12/45 ADJUSTABLE VAR",
        "value": "1736872.50",
        "weight": "0.01038856",
        "shared": false
      },
      {
        "name": "GEORGIA POWER CO 2.2% 10-01-32",
        "value": "1683747.13",
        "weight": "0.01007080",
        "shared": false
      },
      {
        "name": "Nevada Housing Division",
        "value": "1619596.80",
        "weight": "0.00968711",
        "shared": false
      },
      {
        "name": "LA PAZ CNTY INDL DEV AUTHARPT FACS 7.000% Due 11/15/2038",
        "value": "1553106.56",
        "weight": "0.00928942",
        "shared": false
      },
      {
        "name": "Chambers County Texas Impt Dist #1 2.0%, Due 09/01/2027",
        "value": "1430364.68",
        "weight": "0.00855528",
        "shared": false
      },
      {
        "name": "Chambers County Texas Impt Dist #1 2.0%, Due 09/01/2028",
        "value": "1384912.98",
        "weight": "0.00828342",
        "shared": false
      },
      {
        "name": "Chambers County Texas Impt Dist #1 2.0%, Due 09/01/2029",
        "value": "1361930.49",
        "weight": "0.00814596",
        "shared": false
      },
      {
        "name": "DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE",
        "value": "1358747.86",
        "weight": "0.00812692",
        "shared": false
      },
      {
        "name": "State of NY Mortgage Agency Homeowner Mortgage Rev 3%, DUE 10/01/2039",
        "value": "1179529.29",
        "weight": "0.00705498",
        "shared": false
      },
      {
        "name": "COLUMBUS HSG RE 3.19% 6/1/2044 MT",
        "value": "1103483.15",
        "weight": "0.00660014",
        "shared": false
      },
      {
        "name": "City of Austin TX 5%, DUE 09/01/2043",
        "value": "1085066.60",
        "weight": "0.00648998",
        "shared": false
      },
      {
        "name": "UT UTSMFH 03/01/2045",
        "value": "1062823.14",
        "weight": "0.00635694",
        "shared": false
      },
      {
        "name": "ORLANDO UTILITIES COM VAR",
        "value": "1049343.75",
        "weight": "0.00627632",
        "shared": false
      },
      {
        "name": "WYOMING CMNTY DEV AUTH HSG 3.2%, Due 12/10/2041",
        "value": "1043796.48",
        "weight": "0.00624314",
        "shared": false
      },
      {
        "name": "MHP LEE I LLC (MPT) 3.5% 12-01-42",
        "value": "1004630.10",
        "weight": "0.00600888",
        "shared": false
      },
      {
        "name": "TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX",
        "value": "999311.90",
        "weight": "0.00597707",
        "shared": false
      },
      {
        "name": "Village Community Development District No 7",
        "value": "960081.57",
        "weight": "0.00574243",
        "shared": false
      },
      {
        "name": "EHOVE Joint Vocational School District 5.5%, DUE 12/1/2041",
        "value": "954732.24",
        "weight": "0.00571043",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "US TREASURY N/B",
        "value": "179980895.57",
        "weight": "0.11264729",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "166754650.80",
        "weight": "0.10436918",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "112148326.88",
        "weight": "0.07019192",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "108653550.31",
        "weight": "0.06800459",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "105562908.06",
        "weight": "0.06607021",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "91636376.97",
        "weight": "0.05735381",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "80145251.55",
        "weight": "0.05016169",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "70803393.75",
        "weight": "0.04431476",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "69736316.56",
        "weight": "0.04364689",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028",
        "value": "39971258.58",
        "weight": "0.02501740",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "29730894.38",
        "weight": "0.01860811",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "16588328.21",
        "weight": "0.01038238",
        "shared": false
      },
      {
        "name": "Federated U.S. Treasury Cash Reserves",
        "value": "13800821.00",
        "weight": "0.00863772",
        "shared": false
      },
      {
        "name": "US BANCORP",
        "value": "7486292.14",
        "weight": "0.00468556",
        "shared": false
      },
      {
        "name": "PAYPAL HOLDING",
        "value": "6654996.37",
        "weight": "0.00416526",
        "shared": false
      },
      {
        "name": "L3HARRIS TECH IN",
        "value": "6469626.85",
        "weight": "0.00404924",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANC",
        "value": "6286975.35",
        "weight": "0.00393492",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "6206731.50",
        "weight": "0.00388470",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE OPERATING CO SR UNSEC 1.85% 05-01-28",
        "value": "5801948.19",
        "weight": "0.00363135",
        "shared": false
      },
      {
        "name": "PAYCHEX INC",
        "value": "5685802.10",
        "weight": "0.00355866",
        "shared": false
      },
      {
        "name": "BAE Systems PLC",
        "value": "5683316.54",
        "weight": "0.00355710",
        "shared": false
      },
      {
        "name": "BHP FINANCE USA",
        "value": "5675764.13",
        "weight": "0.00355237",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENT",
        "value": "5572647.16",
        "weight": "0.00348783",
        "shared": false
      },
      {
        "name": "TORONTO DOM BANK",
        "value": "5561904.75",
        "weight": "0.00348111",
        "shared": false
      },
      {
        "name": "LABORATORY CORP",
        "value": "5474729.02",
        "weight": "0.00342655",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "5447505.69",
        "weight": "0.00340951",
        "shared": false
      },
      {
        "name": "KLA CORP 4.7% 02/01/2034",
        "value": "5437211.45",
        "weight": "0.00340307",
        "shared": false
      },
      {
        "name": "GEORGIA POWER",
        "value": "5313067.72",
        "weight": "0.00332537",
        "shared": false
      },
      {
        "name": "DIAGEO CAP PLC",
        "value": "5295326.60",
        "weight": "0.00331426",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "5248566.09",
        "weight": "0.00328500",
        "shared": false
      },
      {
        "name": "GEN MOTORS FIN",
        "value": "5216607.67",
        "weight": "0.00326499",
        "shared": false
      },
      {
        "name": "ENERGY TRANSFER",
        "value": "5213181.59",
        "weight": "0.00326285",
        "shared": false
      },
      {
        "name": "LEIDOS INC REGD 5.40000000",
        "value": "5198044.90",
        "weight": "0.00325338",
        "shared": false
      },
      {
        "name": "AMPHENOL CORP",
        "value": "5194694.72",
        "weight": "0.00325128",
        "shared": false
      },
      {
        "name": "METROPOLITAN LIFE GLOBAL FUNDING I GIC 144A LIFE SR SEC 1ST LIEN 5.4% 09-12-28",
        "value": "5173305.05",
        "weight": "0.00323789",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "5167037.51",
        "weight": "0.00323397",
        "shared": false
      },
      {
        "name": "BANK OF AMER CRP",
        "value": "5155692.60",
        "weight": "0.00322687",
        "shared": false
      },
      {
        "name": "MPLX L.P.",
        "value": "5155293.33",
        "weight": "0.00322662",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "5151262.65",
        "weight": "0.00322410",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CAR",
        "value": "5151025.35",
        "weight": "0.00322395",
        "shared": false
      },
      {
        "name": "HUNTINGTON BANCS",
        "value": "5145070.40",
        "weight": "0.00322022",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "5137506.15",
        "weight": "0.00321549",
        "shared": false
      },
      {
        "name": "DTE ELECTRIC CO",
        "value": "5124153.15",
        "weight": "0.00320713",
        "shared": false
      },
      {
        "name": "STRYKER CORP",
        "value": "5122825.10",
        "weight": "0.00320630",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER",
        "value": "5121456.90",
        "weight": "0.00320544",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNA",
        "value": "5121156.80",
        "weight": "0.00320525",
        "shared": false
      },
      {
        "name": "ING GROEP NV",
        "value": "5120428.35",
        "weight": "0.00320480",
        "shared": false
      },
      {
        "name": "LINCOLN NATIONAL CORP REGD 5.35000000",
        "value": "5117279.51",
        "weight": "0.00320283",
        "shared": false
      },
      {
        "name": "CRH SMW FINANCE",
        "value": "5115028.05",
        "weight": "0.00320142",
        "shared": false
      },
      {
        "name": "MARS INC",
        "value": "5108404.10",
        "weight": "0.00319727",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008409",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/357204/000091047226008409/0000910472-26-008409-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-012521",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/909994/000094040026012521/0000940400-26-012521-index.htm"
    }
  ]
}