{
  "page": "compare",
  "query": {
    "a": "AAAIX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T17:06:01+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": "Strategic Allocation: Aggressive Fund",
    "ticker": "AAAIX",
    "slug": "AAAIX",
    "series_id": "S000005931",
    "html_url": "https://fundwatcher.app/funds/AAAIX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
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    "coverage_b_by_a": "0.1427493532251791368002479261",
    "shared_count": 308,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
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      },
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      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
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      },
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        "name": "American Century Focused Large Cap Value ETF",
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        "name": "American Century Focused Dynamic Growth ETF",
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      },
      {
        "name": "Avantis Emerging Markets Equity ETF",
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      },
      {
        "name": "American Century Quality Diversified International ETF",
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      },
      {
        "name": "Avantis International Equity ETF",
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      },
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        "name": "American Century Multisector Income ETF",
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        "name": "Avantis U.S. Small Cap Value ETF",
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        "name": "Uniform Mortgage-Backed Securities",
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        "name": "APPLE INC",
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      {
        "name": "TSMC",
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      {
        "name": "AMAZON.COM INC",
        "value": "1781109.90",
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      {
        "name": "New Zealand Parliament",
        "value": "1653685.18",
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      {
        "name": "ROYAL CARIBBEAN",
        "value": "1581045.50",
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      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
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      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "1551175.43",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "SOC GENERALE SA",
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      {
        "name": "iShares Core S&P 500 ETF",
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      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 07/15/2031",
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      {
        "name": "Uniform Mortgage-Backed Security, TBA",
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      {
        "name": "EQUINIX INC",
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      {
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      {
        "name": "HOWMET AEROSPACE INC",
        "value": "1332960.48",
        "weight": "0.00169907",
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      },
      {
        "name": "Government National Mortgage Association, TBA",
        "value": "1326995.40",
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      {
        "name": "Fannie Mae Pool 4.00",
        "value": "1319504.58",
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      {
        "name": "FN FS8360",
        "value": "1305133.57",
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      {
        "name": "MEXICO UNITED MEXICAN STATES 7.75% 11/13/2042",
        "value": "1294901.44",
        "weight": "0.00165055",
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      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027",
        "value": "1281479.06",
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      {
        "name": "GNII II 4% 04/20/2054#MA9602",
        "value": "1265106.40",
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      {
        "name": "FREDDIE MAC POOL FR 06/53 FIXED 5",
        "value": "1257375.64",
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      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 02/15/2042",
        "value": "1188380.72",
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      {
        "name": "FR SD8277",
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        "name": "Federal National Mortgage Association, Inc.",
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    ],
    "b_top": [
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        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC",
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      },
      {
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      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "TESLA INC",
        "value": "1472501.75",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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        "name": "LILLY ELI and CO",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "BERKSHIRE HATH-B",
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        "name": "JOHNSON&JOHNSON",
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        "name": "WALMART INC",
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      {
        "name": "ASML Holding NV",
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      {
        "name": "SS INST TREAS PLUS MM FUN",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "COSTCO WHOLESALE CORP",
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      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "ABBVIE INC",
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        "name": "BANK OF AMERICA CORPORATION",
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        "name": "PALANTIR TECHNOLOGIES INC",
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      {
        "name": "ADV MICRO DEVICE",
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      {
        "name": "CATERPILLAR INC",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
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      },
      {
        "name": "ASTRAZENECA PLC",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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        "name": "MERCK & CO",
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      {
        "name": "Novartis AG (Registered)",
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      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
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      {
        "name": "ROCHE HOLDING AG",
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      },
      {
        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "SHELL PLC",
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      {
        "name": "RTX CORP",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
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      },
      {
        "name": "NESTLE SA (REG)",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
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      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
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      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-129718",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/924211/000119312526129718/0001193125-26-129718-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}