{
  "page": "compare",
  "query": {
    "a": "ARMY",
    "b": "FSDAX"
  },
  "retrieved_at": "2026-07-07T18:27:19+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": "Tema International Defense Innovation ETF",
    "ticker": "ARMY",
    "slug": "ARMY",
    "series_id": "S000093386",
    "html_url": "https://fundwatcher.app/funds/ARMY/"
  },
  "fund_b": {
    "name": "Select Defense and Aerospace Portfolio",
    "ticker": "FSDAX",
    "slug": "FSDAX",
    "series_id": "S000007456",
    "html_url": "https://fundwatcher.app/funds/FSDAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1498202573938701032866670439",
    "coverage_b_by_a": "0.1498202573938701032866670440",
    "shared_count": 11,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "KONGSBERG GRUPP",
        "value": "62485.62",
        "weight": "0.05683331",
        "shared": false
      },
      {
        "name": "ELBIT SYSTEMS LTD",
        "value": "57433.92",
        "weight": "0.05223857",
        "shared": false
      },
      {
        "name": "SAAB AB-B",
        "value": "50954.14",
        "weight": "0.04634494",
        "shared": false
      },
      {
        "name": "INDRA SISTEMAS",
        "value": "48935.97",
        "weight": "0.04450933",
        "shared": false
      },
      {
        "name": "DASSAULT AVIATION SA",
        "value": "48410.87",
        "weight": "0.04403173",
        "shared": false
      },
      {
        "name": "BAE SYSTEMS PLC",
        "value": "48016.17",
        "weight": "0.04367273",
        "shared": true
      },
      {
        "name": "RHEINMETALL AG",
        "value": "45208.61",
        "weight": "0.04111914",
        "shared": false
      },
      {
        "name": "LEONARDO SPA",
        "value": "44899.86",
        "weight": "0.04083832",
        "shared": false
      },
      {
        "name": "THALES SA",
        "value": "43070.15",
        "weight": "0.03917412",
        "shared": false
      },
      {
        "name": "BABCOCK INTL GRP",
        "value": "42599.03",
        "weight": "0.03874561",
        "shared": false
      },
      {
        "name": "QINETIQ GROUP PLC COMMON STOCK",
        "value": "42474.09",
        "weight": "0.03863198",
        "shared": false
      },
      {
        "name": "CSG NV",
        "value": "42349.23",
        "weight": "0.03851841",
        "shared": false
      },
      {
        "name": "CHEMRING GROUP",
        "value": "42070.59",
        "weight": "0.03826498",
        "shared": false
      },
      {
        "name": "HENSOLDT AG",
        "value": "40087.44",
        "weight": "0.03646122",
        "shared": false
      },
      {
        "name": "RENK GROUP AG",
        "value": "39688.41",
        "weight": "0.03609828",
        "shared": false
      },
      {
        "name": "ROCKET LAB CORP",
        "value": "37244.90",
        "weight": "0.03387581",
        "shared": true
      },
      {
        "name": "ROLLS-ROYCE HOLDINGS PLC",
        "value": "36948.32",
        "weight": "0.03360606",
        "shared": true
      },
      {
        "name": "Airbus SE",
        "value": "36573.27",
        "weight": "0.03326493",
        "shared": false
      },
      {
        "name": "MTU AERO ENGINES",
        "value": "33245.26",
        "weight": "0.03023797",
        "shared": false
      },
      {
        "name": "SAFRAN SA",
        "value": "32139.52",
        "weight": "0.02923225",
        "shared": false
      },
      {
        "name": "TKMS AG& CO KGAA",
        "value": "30724.50",
        "weight": "0.02794523",
        "shared": false
      },
      {
        "name": "AEROVIRONMENT INC",
        "value": "27243.00",
        "weight": "0.02477866",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "21058.56",
        "weight": "0.01915365",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "20852.88",
        "weight": "0.01896657",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "18591.54",
        "weight": "0.01690979",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "16209.60",
        "weight": "0.01474331",
        "shared": true
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "14487.60",
        "weight": "0.01317708",
        "shared": true
      },
      {
        "name": "AVON TECHNOLOGIES PLC",
        "value": "14366.54",
        "weight": "0.01306697",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "12853.80",
        "weight": "0.01169107",
        "shared": true
      },
      {
        "name": "LEONARDO DRS INC",
        "value": "12843.44",
        "weight": "0.01168165",
        "shared": true
      },
      {
        "name": "FIRST AM-TR OB-X",
        "value": "12319.85",
        "weight": "0.01120542",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "11831.56",
        "weight": "0.01076130",
        "shared": true
      },
      {
        "name": "AVIO SPA",
        "value": "11236.01",
        "weight": "0.01021962",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "929235900.00",
        "weight": "0.22395538",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "558177576.00",
        "weight": "0.13452652",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "454855223.00",
        "weight": "0.10962477",
        "shared": true
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "206269821.00",
        "weight": "0.04971314",
        "shared": false
      },
      {
        "name": "HEICO CORP CL A",
        "value": "170886287.00",
        "weight": "0.04118535",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "169884390.00",
        "weight": "0.04094388",
        "shared": true
      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "130611545.00",
        "weight": "0.03147872",
        "shared": false
      },
      {
        "name": "ROLLS-ROYCE HOLDINGS PLC",
        "value": "115540257.33",
        "weight": "0.02784639",
        "shared": true
      },
      {
        "name": "WOODWARD INC",
        "value": "114055524.00",
        "weight": "0.02748855",
        "shared": false
      },
      {
        "name": "CARPENTER TECHNOLOGY CORP",
        "value": "113410143.00",
        "weight": "0.02733301",
        "shared": false
      },
      {
        "name": "AXON ENTERPRISE INC",
        "value": "106527360.00",
        "weight": "0.02567419",
        "shared": false
      },
      {
        "name": "ROCKET LAB CORP",
        "value": "103076470.00",
        "weight": "0.02484249",
        "shared": true
      },
      {
        "name": "HUNTINGTON INGALLS INDUSTRIES INC",
        "value": "102106244.00",
        "weight": "0.02460865",
        "shared": false
      },
      {
        "name": "BOMBARDIER INC-B",
        "value": "98616552.18",
        "weight": "0.02376760",
        "shared": false
      },
      {
        "name": "TEXTRON INC",
        "value": "93174925.00",
        "weight": "0.02245611",
        "shared": false
      },
      {
        "name": "TRANSDIGM GROUP INC",
        "value": "90283347.00",
        "weight": "0.02175921",
        "shared": false
      },
      {
        "name": "ATI INC",
        "value": "82711104.00",
        "weight": "0.01993422",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "78631278.00",
        "weight": "0.01895094",
        "shared": true
      },
      {
        "name": "STANDARDAERO INC",
        "value": "65936640.00",
        "weight": "0.01589141",
        "shared": false
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "59616474.00",
        "weight": "0.01436818",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "51461856.00",
        "weight": "0.01240284",
        "shared": true
      },
      {
        "name": "Fidelity Securities Lending Cash Central Fund",
        "value": "48021348.28",
        "weight": "0.01157364",
        "shared": false
      },
      {
        "name": "MERCURY SYSTEMS INC",
        "value": "41933130.00",
        "weight": "0.01010631",
        "shared": false
      },
      {
        "name": "KARMAN HOLDINGS INC",
        "value": "37605348.00",
        "weight": "0.00906327",
        "shared": false
      },
      {
        "name": "CACI INTL-A",
        "value": "36305115.00",
        "weight": "0.00874991",
        "shared": false
      },
      {
        "name": "BAE SYSTEMS PLC",
        "value": "33315761.15",
        "weight": "0.00802944",
        "shared": true
      },
      {
        "name": "LEONARDO DRS INC",
        "value": "31175715.00",
        "weight": "0.00751367",
        "shared": true
      },
      {
        "name": "Fidelity Cash Central Fund",
        "value": "17553132.72",
        "weight": "0.00423049",
        "shared": false
      },
      {
        "name": "AEROVIRONMENT INC",
        "value": "7895425.00",
        "weight": "0.00190288",
        "shared": true
      },
      {
        "name": "BETA TECHNOLOGIES INC",
        "value": "327120.00",
        "weight": "0.00007884",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-012693",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1944285/000089418926012693/0000894189-26-012693-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002654",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/320351/000003540226002654/0000035402-26-002654-index.htm"
    }
  ]
}