{
  "page": "compare",
  "query": {
    "a": "CIHEX",
    "b": "SWP1Z"
  },
  "retrieved_at": "2026-07-07T19:16:53+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": "CIHEX",
    "slug": "CIHEX",
    "series_id": "S000047914",
    "html_url": "https://fundwatcher.app/funds/CIHEX/"
  },
  "fund_b": {
    "name": "Schwab S&P 500 Index Portfolio",
    "ticker": "SWP1Z",
    "slug": "SWP1Z",
    "series_id": "S000006547",
    "html_url": "https://fundwatcher.app/funds/SWP1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8125740014056708171982470722",
    "coverage_b_by_a": "0.8125740014056708171982470721",
    "shared_count": 257,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "62950959.06",
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      },
      {
        "name": "APPLE INC",
        "value": "51187100.64",
        "weight": "0.06277750",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "42694664.67",
        "weight": "0.05236210",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "29960599.30",
        "weight": "0.03674464",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "24146382.00",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "24127371.63",
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      },
      {
        "name": "SPDR S&P 500 ETF Trust",
        "value": "23563654.41",
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        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "20568097.90",
        "weight": "0.02522537",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "20542771.50",
        "weight": "0.02519431",
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      },
      {
        "name": "TESLA INC",
        "value": "15635934.48",
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      },
      {
        "name": "WOLFSPEED INC",
        "value": "14506800.00",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "11750909.50",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "11152137.62",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "9872008.32",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "9258876.96",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8760212.60",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "8190736.40",
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      },
      {
        "name": "WALMART INC",
        "value": "8119271.86",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "7532856.73",
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      },
      {
        "name": "CHEVRON CORP",
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      {
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "6487101.60",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "6463863.63",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "6383164.60",
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      {
        "name": "ADV MICRO DEVICE",
        "value": "5967253.11",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "RTX CORP",
        "value": "5479762.96",
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      },
      {
        "name": "ABBVIE INC",
        "value": "5456385.67",
        "weight": "0.00669189",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "5402748.56",
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      },
      {
        "name": "NETFLIX INC",
        "value": "4935093.90",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "4841456.40",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "4838599.60",
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      },
      {
        "name": "LINDE PLC",
        "value": "4526287.85",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "COSTCO WHOLESALE CORP",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "4272951.91",
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      {
        "name": "MERCK & CO",
        "value": "4106565.07",
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      },
      {
        "name": "ORACLE CORP",
        "value": "4038793.20",
        "weight": "0.00495331",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "4019173.14",
        "weight": "0.00492924",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "3902534.93",
        "weight": "0.00478619",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "3815649.88",
        "weight": "0.00467963",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "3815354.34",
        "weight": "0.00467927",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "3685406.88",
        "weight": "0.00451990",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "3592899.87",
        "weight": "0.00440645",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "3415618.00",
        "weight": "0.00418902",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "3380116.80",
        "weight": "0.00414548",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "3364392.06",
        "weight": "0.00412620",
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      {
        "name": "LOWES COS INC",
        "value": "3280565.04",
        "weight": "0.00402339",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "3252723.22",
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      },
      {
        "name": "SALESFORCE INC",
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    ],
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      {
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        "name": "MICROSOFT CORP",
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        "name": "AMAZON.COM INC",
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        "name": "ALPHABET INC CL A",
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      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "77386222.20",
        "weight": "0.02393200",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "72247432.14",
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      },
      {
        "name": "TESLA INC",
        "value": "60361419.25",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "45796887.92",
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      },
      {
        "name": "LILLY ELI and CO",
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      {
        "name": "EXXON MOBIL CORP",
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      {
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        "value": "34003803.96",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "23487017.96",
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      {
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      {
        "name": "CHEVRON CORP",
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      {
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      {
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      {
        "name": "ADV MICRO DEVICE",
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        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "CISCO SYSTEMS INC",
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        "name": "GENERAL ELECTRIC CO",
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      },
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        "name": "APPLIED MATERIALS INC",
        "value": "15659450.64",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "RTX CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "ORACLE CORP",
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        "name": "WELLS FARGO & CO",
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        "name": "UNITEDHEALTH GRP",
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      {
        "name": "GE VERNOVA LLC",
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      {
        "name": "LINDE PLC",
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      {
        "name": "INTL BUS MACH CORP",
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      {
        "name": "MCDONALDS CORP",
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      {
        "name": "PEPSICO INC",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
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      },
      {
        "name": "INTEL CORP",
        "value": "11960289.12",
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      },
      {
        "name": "AT&T INC",
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      },
      {
        "name": "CITIGROUP INC",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "11408486.11",
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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": "0001410368-26-050043",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm"
    }
  ]
}