{
  "page": "compare",
  "query": {
    "a": "DSPY",
    "b": "HLEIX"
  },
  "retrieved_at": "2026-07-07T17:45:02+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 S&P 500 Historical Weight ETF Strategy",
    "ticker": "DSPY",
    "slug": "DSPY",
    "series_id": "S000090856",
    "html_url": "https://fundwatcher.app/funds/DSPY/"
  },
  "fund_b": {
    "name": "JPMorgan Equity Index Fund",
    "ticker": "HLEIX",
    "slug": "HLEIX",
    "series_id": "S000003847",
    "html_url": "https://fundwatcher.app/funds/HLEIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8092662370923433369917829136",
    "coverage_b_by_a": "0.8092662370923433369917829135",
    "shared_count": 499,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "31303625.73",
        "weight": "0.03887772",
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      },
      {
        "name": "APPLE INC",
        "value": "23609238.24",
        "weight": "0.02932163",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "15786969.78",
        "weight": "0.01960672",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "14901810.00",
        "weight": "0.01850739",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "12758126.94",
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      },
      {
        "name": "BROADCOM INC",
        "value": "12757075.10",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "11215444.45",
        "weight": "0.01392909",
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      },
      {
        "name": "TESLA INC",
        "value": "11106458.43",
        "weight": "0.01379373",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "10858640.78",
        "weight": "0.01348595",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "10384945.00",
        "weight": "0.01289764",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "10354344.00",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "10141657.89",
        "weight": "0.01259549",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "9870945.12",
        "weight": "0.01225928",
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      },
      {
        "name": "WALMART INC",
        "value": "9369522.60",
        "weight": "0.01163653",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8564065.14",
        "weight": "0.01063619",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "7997210.97",
        "weight": "0.00993218",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "7851937.17",
        "weight": "0.00975176",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "7401004.38",
        "weight": "0.00919172",
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      },
      {
        "name": "NETFLIX INC",
        "value": "7309139.28",
        "weight": "0.00907763",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "7308479.20",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "7099741.67",
        "weight": "0.00881757",
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      },
      {
        "name": "ABBVIE INC",
        "value": "6995123.28",
        "weight": "0.00868764",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "6745602.34",
        "weight": "0.00837774",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "6687502.08",
        "weight": "0.00830558",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "6560947.76",
        "weight": "0.00814841",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "6366795.93",
        "weight": "0.00790728",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "6362123.82",
        "weight": "0.00790148",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "6120718.56",
        "weight": "0.00760166",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "6108844.00",
        "weight": "0.00758692",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "6072769.72",
        "weight": "0.00754211",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "5867829.80",
        "weight": "0.00728759",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "5611756.95",
        "weight": "0.00696956",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "5235910.75",
        "weight": "0.00650277",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "5170038.75",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "5144813.70",
        "weight": "0.00638963",
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      },
      {
        "name": "RTX CORP",
        "value": "5116965.48",
        "weight": "0.00635505",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "5104986.23",
        "weight": "0.00634017",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "4916964.82",
        "weight": "0.00610665",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "4692535.07",
        "weight": "0.00582792",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "4586915.94",
        "weight": "0.00569675",
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      },
      {
        "name": "ORACLE CORP",
        "value": "4506963.80",
        "weight": "0.00559745",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "4372841.88",
        "weight": "0.00543088",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "4287628.80",
        "weight": "0.00532505",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "4253398.47",
        "weight": "0.00528253",
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      },
      {
        "name": "LINDE PLC",
        "value": "4247040.72",
        "weight": "0.00527464",
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      },
      {
        "name": "AT&T INC",
        "value": "3830871.68",
        "weight": "0.00475777",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "3826867.85",
        "weight": "0.00475280",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "3718231.98",
        "weight": "0.00461788",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "3633414.71",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "3622055.49",
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    ],
    "b_top": [
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      },
      {
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      {
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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": "296426494.14",
        "weight": "0.02387113",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "276495553.62",
        "weight": "0.02226610",
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      },
      {
        "name": "TESLA INC",
        "value": "231016602.50",
        "weight": "0.01860369",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "194161297.60",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "175244937.52",
        "weight": "0.01411242",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "161043449.07",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "130160877.84",
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      },
      {
        "name": "WALMART INC",
        "value": "120376240.92",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "112267350.24",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "97725868.68",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "89912817.68",
        "weight": "0.00724065",
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      },
      {
        "name": "NETFLIX INC",
        "value": "89700258.00",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "85695704.10",
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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",
        "value": "73833659.76",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "73286064.36",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "59942788.41",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "58954349.16",
        "weight": "0.00474758",
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      },
      {
        "name": "RTX CORP",
        "value": "57212018.10",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "56870511.74",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "56065449.28",
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      },
      {
        "name": "JPM-US GV MM-L",
        "value": "55932530.45",
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      },
      {
        "name": "ORACLE CORP",
        "value": "55119321.91",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "54400219.74",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "54159129.68",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "51985559.50",
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      },
      {
        "name": "LINDE PLC",
        "value": "51150533.76",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "50062503.43",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "48904671.24",
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      },
      {
        "name": "PEPSICO INC",
        "value": "46893231.88",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "46775305.80",
        "weight": "0.00376680",
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      },
      {
        "name": "INTEL CORP",
        "value": "45783242.19",
        "weight": "0.00368691",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "44842659.68",
        "weight": "0.00361117",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "43790322.84",
        "weight": "0.00352642",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-012699",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1944285/000089418926012699/0000894189-26-012699-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012747",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/763852/000207169126012747/0002071691-26-012747-index.htm"
    }
  ]
}