{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "BIGY"
  },
  "retrieved_at": "2026-07-07T18:59:35+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": "BRADLEY FOSTER & SARGENT EQUITY FUND",
    "ticker": "BFSIX",
    "slug": "BFSIX",
    "series_id": "S000042102",
    "html_url": "https://fundwatcher.app/funds/BFSIX/"
  },
  "fund_b": {
    "name": "YieldMax Target 12 Big 50 Option Income ETF",
    "ticker": "BIGY",
    "slug": "BIGY",
    "series_id": "S000088623",
    "html_url": "https://fundwatcher.app/funds/BIGY/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4523805911585739976971919357",
    "coverage_b_by_a": "0.4523805911585739976971919357",
    "shared_count": 17,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "3741120.00",
        "weight": "0.05911986",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3338290.00",
        "weight": "0.05275405",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3240900.00",
        "weight": "0.05121502",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "3100825.00",
        "weight": "0.04900146",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3003000.00",
        "weight": "0.04745556",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "2905980.00",
        "weight": "0.04592238",
        "shared": true
      },
      {
        "name": "ALAMOS GOLD INC A",
        "value": "2709500.00",
        "weight": "0.04281746",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2520000.00",
        "weight": "0.03982284",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2396625.00",
        "weight": "0.03787318",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "2275300.00",
        "weight": "0.03595592",
        "shared": false
      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "2264400.00",
        "weight": "0.03578367",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "2084440.00",
        "weight": "0.03293981",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1701900.00",
        "weight": "0.02689464",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "1587420.00",
        "weight": "0.02508555",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1551630.00",
        "weight": "0.02451997",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1522880.00",
        "weight": "0.02406564",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1516185.00",
        "weight": "0.02395984",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1513770.00",
        "weight": "0.02392168",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488066.66",
        "weight": "0.02351549",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1485660.00",
        "weight": "0.02347746",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1448760.00",
        "weight": "0.02289434",
        "shared": false
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1435285.43",
        "weight": "0.02268141",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "1259420.00",
        "weight": "0.01990226",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1235900.00",
        "weight": "0.01953058",
        "shared": true
      },
      {
        "name": "DR HORTON INC",
        "value": "1202925.00",
        "weight": "0.01900948",
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      },
      {
        "name": "PFIZER INC",
        "value": "1106000.00",
        "weight": "0.01747780",
        "shared": false
      },
      {
        "name": "BARRICK MINING CORP",
        "value": "1014800.00",
        "weight": "0.01603660",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "996600.00",
        "weight": "0.01574899",
        "shared": true
      },
      {
        "name": "United States Treasury Bill",
        "value": "983345.31",
        "weight": "0.01553953",
        "shared": false
      },
      {
        "name": "STRYKER CORP",
        "value": "968650.00",
        "weight": "0.01530730",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "933700.00",
        "weight": "0.01475500",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "842560.00",
        "weight": "0.01331474",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "791850.00",
        "weight": "0.01251338",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "772250.00",
        "weight": "0.01220365",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
        "weight": "0.01196937",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "751840.00",
        "weight": "0.01188111",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "616700.00",
        "weight": "0.00974553",
        "shared": false
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "214360.00",
        "weight": "0.00338747",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "1529613.39",
        "weight": "0.06040476",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "1485523.00",
        "weight": "0.05866362",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "1248234.00",
        "weight": "0.04929303",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1246513.70",
        "weight": "0.04922509",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1065435.50",
        "weight": "0.04207427",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "895433.49",
        "weight": "0.03536086",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "758802.66",
        "weight": "0.02996528",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "757689.53",
        "weight": "0.02992132",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "751057.10",
        "weight": "0.02965940",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "742026.84",
        "weight": "0.02930280",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "549868.05",
        "weight": "0.02171441",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "522916.40",
        "weight": "0.02065008",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "517099.80",
        "weight": "0.02042038",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "516634.36",
        "weight": "0.02040200",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "514642.60",
        "weight": "0.02032335",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "510768.72",
        "weight": "0.02017037",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "510234.13",
        "weight": "0.02014925",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "508060.00",
        "weight": "0.02006340",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "506738.56",
        "weight": "0.02001121",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "505697.64",
        "weight": "0.01997011",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "504040.50",
        "weight": "0.01990467",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "493843.35",
        "weight": "0.01950198",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "488216.11",
        "weight": "0.01927976",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "486592.41",
        "weight": "0.01921564",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "483288.50",
        "weight": "0.01908517",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "482274.75",
        "weight": "0.01904513",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "473223.27",
        "weight": "0.01868769",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "420730.04",
        "weight": "0.01661472",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "279852.72",
        "weight": "0.01105144",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "261324.63",
        "weight": "0.01031977",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "255925.01",
        "weight": "0.01010653",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "255091.31",
        "weight": "0.01007361",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "254723.70",
        "weight": "0.01005909",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "251642.16",
        "weight": "0.00993740",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "250202.96",
        "weight": "0.00988057",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "250110.00",
        "weight": "0.00987690",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "249750.50",
        "weight": "0.00986270",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "248433.14",
        "weight": "0.00981068",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "248242.40",
        "weight": "0.00980315",
        "shared": false
      },
      {
        "name": "ADOBE INC",
        "value": "245157.00",
        "weight": "0.00968130",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "244053.81",
        "weight": "0.00963774",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "243150.36",
        "weight": "0.00960206",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "242051.04",
        "weight": "0.00955865",
        "shared": false
      },
      {
        "name": "BLACKSTONE INC",
        "value": "235989.94",
        "weight": "0.00931929",
        "shared": false
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "235974.96",
        "weight": "0.00931870",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "231564.06",
        "weight": "0.00914451",
        "shared": true
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "231273.00",
        "weight": "0.00913302",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "230491.17",
        "weight": "0.00910215",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "229708.17",
        "weight": "0.00907122",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "227150.30",
        "weight": "0.00897021",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-006111",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1437249/000091047226006111/0000910472-26-006111-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-011054",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1924868/000089418926011054/0000894189-26-011054-index.htm"
    }
  ]
}