{
  "page": "compare",
  "query": {
    "a": "DDIIX",
    "b": "TOPC"
  },
  "retrieved_at": "2026-07-07T19:14:49+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": "Nomura Wealth Builder Fund",
    "ticker": "DDIIX",
    "slug": "DDIIX",
    "series_id": "S000002399",
    "html_url": "https://fundwatcher.app/funds/DDIIX/"
  },
  "fund_b": {
    "name": "iShares S&P 500 3% Capped ETF",
    "ticker": "TOPC",
    "slug": "TOPC",
    "series_id": "S000091281",
    "html_url": "https://fundwatcher.app/funds/TOPC/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2983934785675834387692149140",
    "coverage_b_by_a": "0.2983934785675834387692149140",
    "shared_count": 88,
    "as_of": {
      "a": "2026-02-27",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Vanguard S&P 500 ETF",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "ISH CORE EAFE",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "US TREASURY N/B",
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      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "12905465.00",
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      },
      {
        "name": "Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond Etf",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "11092420.80",
        "weight": "0.01328170",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "10515847.37",
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      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "9728888.44",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "8828800.60",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "iShares Trust CORE US AGGREGATE BD ETF",
        "value": "7508061.60",
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      {
        "name": "ABBVIE INC",
        "value": "7332799.68",
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      },
      {
        "name": "GILEAD SCIENCES INC",
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      {
        "name": "FN MA4305",
        "value": "6497300.13",
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      },
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "6189578.46",
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      },
      {
        "name": "CARDINAL HEALTH INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5945165.55",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "5900776.04",
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      },
      {
        "name": "MCKESSON CORP",
        "value": "5899535.75",
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      {
        "name": "TJX COS INC",
        "value": "5881190.80",
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      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "5795882.40",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "5714429.07",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "5367108.88",
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      },
      {
        "name": "CENCORA INC",
        "value": "5341325.42",
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      {
        "name": "BLACKROCK INC",
        "value": "5305517.70",
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      {
        "name": "ALTRIA GROUP INC",
        "value": "5256636.56",
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      {
        "name": "MONOLITHIC POWER SYS INC",
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      {
        "name": "AT&T INC",
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      {
        "name": "ROSS STORES INC",
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      {
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      {
        "name": "BRISTOL-MYERS SQUIBB CO",
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      {
        "name": "META PLATFORMS INC CL A",
        "value": "4858757.28",
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      {
        "name": "PRINCIPAL FINL GROUP INC",
        "value": "4768137.40",
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      },
      {
        "name": "SYNCHRONY FINANCIAL",
        "value": "4625670.52",
        "weight": "0.00553863",
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      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "4579227.52",
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      {
        "name": "PFIZER INC",
        "value": "4543033.25",
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      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "4466240.88",
        "weight": "0.00534773",
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      {
        "name": "TELEDYNE TECHNOLOGIES INC",
        "value": "4224182.20",
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      {
        "name": "EDISON INTL",
        "value": "4176022.76",
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      {
        "name": "DUPONT DE NEMOURS INC",
        "value": "4157523.36",
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      {
        "name": "CSX CORP",
        "value": "4154163.90",
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      {
        "name": "DOVER CORP",
        "value": "4089217.00",
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      {
        "name": "AMERICAN FINL GROUP INC OHIO",
        "value": "4060145.36",
        "weight": "0.00486149",
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      {
        "name": "QUALCOMM INC",
        "value": "3915184.72",
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      {
        "name": "NORTHROP GRUMMAN CORP",
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    ],
    "b_top": [
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        "name": "AMAZON.COM INC",
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      {
        "name": "APPLE INC",
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      {
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      {
        "name": "MICROSOFT CORP",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "META PLATFORMS INC CL A",
        "value": "639641.34",
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      {
        "name": "TESLA INC",
        "value": "534576.50",
        "weight": "0.02227775",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "449010.40",
        "weight": "0.01871190",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "405352.48",
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      {
        "name": "ALPHABET INC CL A",
        "value": "383892.60",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "372506.85",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "ALPHABET INC CL C",
        "value": "307513.92",
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      {
        "name": "JOHNSON&JOHNSON",
        "value": "301150.08",
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      {
        "name": "WALMART INC",
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      {
        "name": "VISA INC-CLASS A",
        "value": "259624.16",
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      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "226189.61",
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      {
        "name": "MASTERCARD INC CL A",
        "value": "207858.56",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "MICRON TECHNOLOGY INC",
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        "name": "PROCTER & GAMBLE",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      {
        "name": "ADV MICRO DEVICE",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "MERCK & CO",
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      {
        "name": "GENERAL ELECTRIC CO",
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      {
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      {
        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "136315.08",
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      },
      {
        "name": "RTX CORP",
        "value": "132329.40",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "131610.64",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "129436.47",
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      },
      {
        "name": "ORACLE CORP",
        "value": "127544.37",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "125863.41",
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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": "105912.00",
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      },
      {
        "name": "AT&T INC",
        "value": "103755.21",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "101388.54",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "101210.55",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-014307",
      "as_of": "2026-02-27",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/809821/000094040026014307/0000940400-26-014307-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012458",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000207169126012458/0002071691-26-012458-index.htm"
    }
  ]
}