{
  "page": "compare",
  "query": {
    "a": "ALIBX",
    "b": "RFFC"
  },
  "retrieved_at": "2026-07-07T16:19:45+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": "ALPS Balanced Opportunity Fund",
    "ticker": "ALIBX",
    "slug": "ALIBX",
    "series_id": "S000069460",
    "html_url": "https://fundwatcher.app/funds/ALIBX/"
  },
  "fund_b": {
    "name": "ALPS Active Equity Opportunity ETF",
    "ticker": "RFFC",
    "slug": "RFFC",
    "series_id": "S000052853",
    "html_url": "https://fundwatcher.app/funds/RFFC/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6592359326567763014766945586",
    "coverage_b_by_a": "0.6592359326567763014766945585",
    "shared_count": 53,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "ALPS/SMITH Core Plus Bond ETF",
        "value": "3400193.64",
        "weight": "0.27701899",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "565656.00",
        "weight": "0.04608486",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "439013.50",
        "weight": "0.03576710",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "409252.64",
        "weight": "0.03334244",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "353545.26",
        "weight": "0.02880387",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "313685.10",
        "weight": "0.02555641",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "310730.49",
        "weight": "0.02531569",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "290175.86",
        "weight": "0.02364107",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "283388.14",
        "weight": "0.02308807",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "280831.65",
        "weight": "0.02287978",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "248954.80",
        "weight": "0.02028273",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "230078.16",
        "weight": "0.01874482",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "227247.42",
        "weight": "0.01851420",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "224169.96",
        "weight": "0.01826347",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "210933.06",
        "weight": "0.01718504",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "191573.10",
        "weight": "0.01560775",
        "shared": true
      },
      {
        "name": "WELLTOWER INC",
        "value": "179305.50",
        "weight": "0.01460829",
        "shared": true
      },
      {
        "name": "State Street Institutional Treasury Plus Money Market Fund- Premier Class",
        "value": "169143.47",
        "weight": "0.01378038",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "157203.80",
        "weight": "0.01280763",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "146540.80",
        "weight": "0.01193890",
        "shared": true
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "143520.20",
        "weight": "0.01169281",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "142206.42",
        "weight": "0.01158577",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "142059.20",
        "weight": "0.01157378",
        "shared": true
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "141035.40",
        "weight": "0.01149037",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "138911.50",
        "weight": "0.01131733",
        "shared": true
      },
      {
        "name": "LOWES COS INC",
        "value": "138498.20",
        "weight": "0.01128366",
        "shared": true
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "132768.75",
        "weight": "0.01081687",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "129291.40",
        "weight": "0.01053357",
        "shared": true
      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "128226.00",
        "weight": "0.01044677",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "126924.40",
        "weight": "0.01034073",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "121546.26",
        "weight": "0.00990256",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "120774.74",
        "weight": "0.00983970",
        "shared": true
      },
      {
        "name": "DEERE & CO",
        "value": "119153.74",
        "weight": "0.00970764",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "118186.20",
        "weight": "0.00962881",
        "shared": true
      },
      {
        "name": "TE CONNECTIVITY",
        "value": "115566.36",
        "weight": "0.00941537",
        "shared": true
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "115017.42",
        "weight": "0.00937065",
        "shared": true
      },
      {
        "name": "COMMSTCK",
        "value": "114524.40",
        "weight": "0.00933048",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "108088.20",
        "weight": "0.00880611",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "103251.35",
        "weight": "0.00841205",
        "shared": true
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "88116.00",
        "weight": "0.00717895",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "87393.27",
        "weight": "0.00712006",
        "shared": true
      },
      {
        "name": "SNOWFLAKE INC CL A",
        "value": "85976.10",
        "weight": "0.00700460",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "83486.00",
        "weight": "0.00680173",
        "shared": false
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "82997.25",
        "weight": "0.00676191",
        "shared": true
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "82098.61",
        "weight": "0.00668870",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "81238.68",
        "weight": "0.00661864",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "79919.08",
        "weight": "0.00651113",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "74602.79",
        "weight": "0.00607800",
        "shared": true
      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "60972.45",
        "weight": "0.00496752",
        "shared": true
      },
      {
        "name": "SYNOPSYS INC",
        "value": "60807.60",
        "weight": "0.00495409",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "1384837.92",
        "weight": "0.04914672",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1184111.10",
        "weight": "0.04202310",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "1133479.08",
        "weight": "0.04022621",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1120667.73",
        "weight": "0.03977155",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1065218.22",
        "weight": "0.03780369",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1006110.00",
        "weight": "0.03570599",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "1004844.49",
        "weight": "0.03566108",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "991995.90",
        "weight": "0.03520509",
        "shared": true
      },
      {
        "name": "State Street Institutional Treasury Plus Money Market Fund- Premier Class",
        "value": "917477.89",
        "weight": "0.03256051",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "808928.64",
        "weight": "0.02870819",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "719218.50",
        "weight": "0.02552445",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "678740.82",
        "weight": "0.02408793",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "607297.40",
        "weight": "0.02155247",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "604137.87",
        "weight": "0.02144034",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "593962.87",
        "weight": "0.02107924",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "561572.55",
        "weight": "0.01992973",
        "shared": true
      },
      {
        "name": "CORNING INC",
        "value": "553699.16",
        "weight": "0.01965031",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "497470.90",
        "weight": "0.01765482",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "469109.47",
        "weight": "0.01664830",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "462340.80",
        "weight": "0.01640808",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "460661.24",
        "weight": "0.01634848",
        "shared": true
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "439694.55",
        "weight": "0.01560439",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "433404.18",
        "weight": "0.01538115",
        "shared": true
      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "401512.60",
        "weight": "0.01424934",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "383976.35",
        "weight": "0.01362699",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "377637.12",
        "weight": "0.01340202",
        "shared": true
      },
      {
        "name": "Schneider Electric SE ADR",
        "value": "368762.55",
        "weight": "0.01308707",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "361182.54",
        "weight": "0.01281806",
        "shared": true
      },
      {
        "name": "TE CONNECTIVITY",
        "value": "360184.75",
        "weight": "0.01278265",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "360090.45",
        "weight": "0.01277930",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "359841.24",
        "weight": "0.01277046",
        "shared": true
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "355669.71",
        "weight": "0.01262242",
        "shared": true
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "342419.22",
        "weight": "0.01215217",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "339905.52",
        "weight": "0.01206296",
        "shared": true
      },
      {
        "name": "LOWES COS INC",
        "value": "337326.75",
        "weight": "0.01197144",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "334820.46",
        "weight": "0.01188249",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "333796.24",
        "weight": "0.01184614",
        "shared": true
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "330348.10",
        "weight": "0.01172377",
        "shared": true
      },
      {
        "name": "WELLTOWER INC",
        "value": "326214.00",
        "weight": "0.01157706",
        "shared": true
      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "325951.36",
        "weight": "0.01156774",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "312338.95",
        "weight": "0.01108464",
        "shared": true
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "308582.19",
        "weight": "0.01095132",
        "shared": true
      },
      {
        "name": "NRG ENERGY INC",
        "value": "301189.68",
        "weight": "0.01068897",
        "shared": true
      },
      {
        "name": "TRANE TECHNOLOGI",
        "value": "293573.20",
        "weight": "0.01041866",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "292966.44",
        "weight": "0.01039713",
        "shared": true
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "290601.32",
        "weight": "0.01031319",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "287898.60",
        "weight": "0.01021728",
        "shared": true
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "283572.80",
        "weight": "0.01006376",
        "shared": true
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "274738.75",
        "weight": "0.00975024",
        "shared": false
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "265995.50",
        "weight": "0.00943995",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001049169-26-001751",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/915802/000104916926001751/0001049169-26-001751-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001049169-26-001018",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1414040/000104916926001018/0001049169-26-001018-index.htm"
    }
  ]
}