{
  "page": "compare",
  "query": {
    "a": "CCHEX",
    "b": "VSTIX"
  },
  "retrieved_at": "2026-07-07T18:21:29+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": "Calamos Hedged Equity Fund",
    "ticker": "CCHEX",
    "slug": "CCHEX",
    "series_id": "S000047914",
    "html_url": "https://fundwatcher.app/funds/CCHEX/"
  },
  "fund_b": {
    "name": "Stock Index Fund",
    "ticker": "VSTIX",
    "slug": "VSTIX",
    "series_id": "S000008009",
    "html_url": "https://fundwatcher.app/funds/VSTIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8145734063969813270151267151",
    "coverage_b_by_a": "0.8145734063969813270151267151",
    "shared_count": 259,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "62950959.06",
        "weight": "0.07720507",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "51187100.64",
        "weight": "0.06277750",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "42694664.67",
        "weight": "0.05236210",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "29960599.30",
        "weight": "0.03674464",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "24146382.00",
        "weight": "0.02961389",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "24127371.63",
        "weight": "0.02959058",
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      },
      {
        "name": "SPDR S&P 500 ETF Trust",
        "value": "23563654.41",
        "weight": "0.02889922",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "20568097.90",
        "weight": "0.02522537",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "20542771.50",
        "weight": "0.02519431",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "15635934.48",
        "weight": "0.01917641",
        "shared": true
      },
      {
        "name": "WOLFSPEED INC",
        "value": "14506800.00",
        "weight": "0.01779160",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "11750909.50",
        "weight": "0.01441169",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "11152137.62",
        "weight": "0.01367734",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "9872008.32",
        "weight": "0.01210735",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "9258876.96",
        "weight": "0.01135538",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8760212.60",
        "weight": "0.01074380",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "8190736.40",
        "weight": "0.01004538",
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      },
      {
        "name": "WALMART INC",
        "value": "8119271.86",
        "weight": "0.00995773",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "7532856.73",
        "weight": "0.00923854",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "7430684.50",
        "weight": "0.00911323",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "7078383.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "6487101.60",
        "weight": "0.00795599",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "6463863.63",
        "weight": "0.00792749",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "6383164.60",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "5967253.11",
        "weight": "0.00731843",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "5636081.14",
        "weight": "0.00691227",
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      },
      {
        "name": "RTX CORP",
        "value": "5479762.96",
        "weight": "0.00672056",
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      },
      {
        "name": "ABBVIE INC",
        "value": "5456385.67",
        "weight": "0.00669189",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "5402748.56",
        "weight": "0.00662610",
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      },
      {
        "name": "NETFLIX INC",
        "value": "4935093.90",
        "weight": "0.00605256",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "4841456.40",
        "weight": "0.00593772",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "4838599.60",
        "weight": "0.00593421",
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      },
      {
        "name": "LINDE PLC",
        "value": "4526287.85",
        "weight": "0.00555118",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "4362860.59",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "4294121.75",
        "weight": "0.00526645",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "4272951.91",
        "weight": "0.00524048",
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      },
      {
        "name": "MERCK & CO",
        "value": "4106565.07",
        "weight": "0.00503642",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "4038793.20",
        "weight": "0.00495331",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "4019173.14",
        "weight": "0.00492924",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "3902534.93",
        "weight": "0.00478619",
        "shared": true
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "3815649.88",
        "weight": "0.00467963",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "3815354.34",
        "weight": "0.00467927",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "3685406.88",
        "weight": "0.00451990",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "3592899.87",
        "weight": "0.00440645",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "3415618.00",
        "weight": "0.00418902",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "3380116.80",
        "weight": "0.00414548",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "3364392.06",
        "weight": "0.00412620",
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      },
      {
        "name": "LOWES COS INC",
        "value": "3280565.04",
        "weight": "0.00402339",
        "shared": true
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "3252723.22",
        "weight": "0.00398924",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "3240606.85",
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    ],
    "b_top": [
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        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "229865370.00",
        "weight": "0.03460646",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "204089319.36",
        "weight": "0.03072585",
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      },
      {
        "name": "BROADCOM INC",
        "value": "169794809.80",
        "weight": "0.02556278",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "162945158.88",
        "weight": "0.02453155",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "158839101.72",
        "weight": "0.02391338",
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      },
      {
        "name": "TESLA INC",
        "value": "127262391.72",
        "weight": "0.01915948",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "104186333.50",
        "weight": "0.01568536",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "93999514.46",
        "weight": "0.01415172",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "91983691.80",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "72363080.00",
        "weight": "0.01089433",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "67347385.56",
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      },
      {
        "name": "WALMART INC",
        "value": "63131041.80",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "60791704.74",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "52081918.63",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "50404054.14",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "47739000.21",
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      },
      {
        "name": "ABBVIE INC",
        "value": "46062078.00",
        "weight": "0.00693469",
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      },
      {
        "name": "NETFLIX INC",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "40563286.16",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "37680299.91",
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      },
      {
        "name": "ADV MICRO DEVICE",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
        "name": "MERCK & CO",
        "value": "34581068.70",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "33313404.00",
        "weight": "0.00501537",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "32965158.27",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "32725516.46",
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      },
      {
        "name": "RTX CORP",
        "value": "30538481.16",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "29836116.72",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "29008768.36",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "28783696.95",
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      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "27759992.00",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "27376886.20",
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      },
      {
        "name": "LINDE PLC",
        "value": "26722467.60",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "26640432.00",
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      },
      {
        "name": "PEPSICO INC",
        "value": "26114838.48",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "25295073.84",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "23874812.82",
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      },
      {
        "name": "AMGEN INC",
        "value": "23427008.64",
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      },
      {
        "name": "INTEL CORP",
        "value": "23011658.91",
        "weight": "0.00346443",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "22802738.40",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-034365",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/826732/000141036826034365/0001410368-26-034365-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-041585",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/719423/000141036826041585/0001410368-26-041585-index.htm"
    }
  ]
}