{
  "page": "compare",
  "query": {
    "a": "APLIX",
    "b": "ACIO"
  },
  "retrieved_at": "2026-07-07T18:47:20+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": "Hedged Equity Income Fund",
    "ticker": "APLIX",
    "slug": "APLIX",
    "series_id": "S000070405",
    "html_url": "https://fundwatcher.app/funds/APLIX/"
  },
  "fund_b": {
    "name": "Aptus Collared Investment Opportunity ETF",
    "ticker": "ACIO",
    "slug": "ACIO",
    "series_id": "S000065985",
    "html_url": "https://fundwatcher.app/funds/ACIO/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3674725651046095568007777980",
    "coverage_b_by_a": "0.3674725651046095568007777979",
    "shared_count": 20,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL C",
        "value": "1899723.00",
        "weight": "0.05863545",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "1532244.00",
        "weight": "0.04729312",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "1488396.00",
        "weight": "0.04593974",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1413864.00",
        "weight": "0.04363929",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1176000.00",
        "weight": "0.03629755",
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      },
      {
        "name": "PHILLIPS 66",
        "value": "1157475.00",
        "weight": "0.03572577",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "1150380.00",
        "weight": "0.03550678",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1136278.00",
        "weight": "0.03507152",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1115617.00",
        "weight": "0.03443381",
        "shared": true
      },
      {
        "name": "CARDINAL HEALTH INC",
        "value": "1100304.00",
        "weight": "0.03396118",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1072970.00",
        "weight": "0.03311750",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1032903.00",
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      },
      {
        "name": "TRUIST FINL CORP",
        "value": "1005924.00",
        "weight": "0.03104811",
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      },
      {
        "name": "AstraZeneca PLC ORD USD0.25",
        "value": "1000560.00",
        "weight": "0.03088255",
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      },
      {
        "name": "ABBVIE INC",
        "value": "951528.00",
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      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "949725.00",
        "weight": "0.02931351",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "856920.00",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "PEPSICO INC",
        "value": "814752.00",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "MOTOROLA SOLUTIONS INC",
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      },
      {
        "name": "MCDONALDS CORP",
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      },
      {
        "name": "BHP Group Ltd. SPONSORED ADS",
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      {
        "name": "FASTENAL CO",
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        "name": "MSC INDUSTRIAL DIRECT CO CL A",
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      {
        "name": "BLACKROCK INC",
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      },
      {
        "name": "NXP SEMICONDUCTO",
        "value": "635628.00",
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      },
      {
        "name": "LAZARD INC CL A",
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        "weight": "0.01952228",
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      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "580456.00",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "457175.00",
        "weight": "0.01411083",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "417060.00",
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      },
      {
        "name": "CROWN CASTLE INC",
        "value": "402930.00",
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      {
        "name": "META PLATFORMS INC CL A",
        "value": "388908.00",
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      {
        "name": "TESLA INC",
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      {
        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "346698.00",
        "weight": "0.01070093",
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      },
      {
        "name": "CAVANAL HILL GOVERNMENT SECURITIES MONEY MARKET",
        "value": "334180.98",
        "weight": "0.01031458",
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      },
      {
        "name": "S P 500 INDEX PUT OPTION",
        "value": "245400.00",
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      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "169478220.21",
        "weight": "0.07508684",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "139988162.60",
        "weight": "0.06202136",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "129277497.87",
        "weight": "0.05727603",
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      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.05173974",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "87120754.50",
        "weight": "0.03859860",
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      },
      {
        "name": "BROADCOM INC",
        "value": "58982332.90",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "TESLA INC",
        "value": "45750861.36",
        "weight": "0.02026979",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "40735941.84",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "38658541.43",
        "weight": "0.01712756",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      {
        "name": "LILLY ELI and CO",
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      {
        "name": "WALMART INC",
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        "name": "BLACKROCK INC",
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      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "LOWES COS INC",
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      {
        "name": "FIRST AM-TR OB-X",
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      {
        "name": "SOUTHERN CO",
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      {
        "name": "PEPSICO INC",
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      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
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      {
        "name": "US ULTRA BOND CBT Sep25",
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        "name": "JOHNSON&JOHNSON",
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        "name": "PROGRESSIVE CORP OHIO",
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        "name": "INTUITIVE SURGICAL INC",
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      {
        "name": "LINDE PLC",
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        "name": "MCDONALDS CORP",
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        "name": "CITIGROUP INC",
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        "name": "TJX COS INC",
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      {
        "name": "CSX CORP",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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        "name": "MICRON TECHNOLOGY INC",
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      {
        "name": "ABBVIE INC",
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        "name": "NORTHROP GRUMMAN CORP",
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        "name": "CINTAS CORP",
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        "name": "DUKE ENERGY CORP NEW",
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        "name": "COSTCO WHOLESALE CORP",
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        "name": "GENERAL ELECTRIC CO",
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        "name": "INTERCONTINENTAL EXCHANGE INC",
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      {
        "name": "ADV MICRO DEVICE",
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        "name": "NEWMONT CORP",
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        "name": "DEERE & CO",
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        "name": "ALTRIA GROUP INC",
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        "name": "PULTEGROUP INC",
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        "name": "DEVON ENERGY CORP",
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      {
        "name": "DIGITAL REALTY TRUST INC",
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      {
        "name": "CROWDSTRIKE HOLDINGS INC",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001004726-26-002945",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/864508/000100472626002945/0001004726-26-002945-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-009751",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1540305/000089418926009751/0000894189-26-009751-index.htm"
    }
  ]
}