{
  "page": "compare",
  "query": {
    "a": "ERBAX",
    "b": "FDFIX"
  },
  "retrieved_at": "2026-07-07T16:36:09+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": "Eaton Vance Equity Strategy Fund",
    "ticker": "ERBAX",
    "slug": "ERBAX",
    "series_id": "S000030159",
    "html_url": "https://fundwatcher.app/funds/ERBAX/"
  },
  "fund_b": {
    "name": "Fidelity Flex 500 Index Fund",
    "ticker": "FDFIX",
    "slug": "FDFIX",
    "series_id": "S000056363",
    "html_url": "https://fundwatcher.app/funds/FDFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4990111718144612155467115410",
    "coverage_b_by_a": "0.4990111718144612155467115410",
    "shared_count": 162,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "30196846.68",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "23734423.31",
        "weight": "0.03990371",
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      },
      {
        "name": "APPLE INC",
        "value": "21526707.30",
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      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "20213171.50",
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      },
      {
        "name": "MICROSOFT CORP",
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      {
        "name": "MSILF-GOVT-INS",
        "value": "14647866.67",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "11623710.00",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "11355546.24",
        "weight": "0.01909161",
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      },
      {
        "name": "ISHARES MSCI BRAZIL ETF MUTUAL FUND",
        "value": "10832277.51",
        "weight": "0.01821186",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "9069334.56",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "ISHARES MSCI TAIWAN ETF MUTUAL FUND",
        "value": "7098829.71",
        "weight": "0.01193497",
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      },
      {
        "name": "TESLA INC",
        "value": "6828179.64",
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      },
      {
        "name": "ALPHABET INC CL C",
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      },
      {
        "name": "BNP PARIBAS",
        "value": "5270724.92",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4863658.80",
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      },
      {
        "name": "LILLY ELI and CO",
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      {
        "name": "SIEMENS ENERGY AG",
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      {
        "name": "RTX CORP",
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      {
        "name": "BERKSHIRE HATH-B",
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      {
        "name": "BANCO SANTANDER SA",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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      },
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        "name": "CATERPILLAR INC",
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      {
        "name": "E.ON SE",
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      {
        "name": "LOCKHEED MARTIN CORP",
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      {
        "name": "WALMART INC",
        "value": "3246603.30",
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      },
      {
        "name": "ISHARES MSCI SOUTH KOREA ETF",
        "value": "3114891.86",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "3004844.42",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "NORTHROP GRUMMAN CORP",
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      {
        "name": "SOC GENERALE SA",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "Novartis AG (Registered)",
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      {
        "name": "UNICREDIT SPA",
        "value": "2835662.29",
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      {
        "name": "ASML Holding NV",
        "value": "2817188.60",
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      {
        "name": "DR HORTON INC",
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        "name": "MICRON TECHNOLOGY INC",
        "value": "2755456.34",
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      {
        "name": "ENEL SPA",
        "value": "2703989.73",
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      {
        "name": "HOME DEPOT INC",
        "value": "2664278.56",
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      {
        "name": "BBVA",
        "value": "2627892.01",
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      {
        "name": "ISHARES MSCI INDIA ETF MUTUAL FUND",
        "value": "2601896.06",
        "weight": "0.00437446",
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      {
        "name": "WESTERN DIGITAL CORP",
        "value": "2505272.90",
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      },
      {
        "name": "IBERDROLA SA",
        "value": "2487146.20",
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      {
        "name": "SUMITOMO MITSUI FINL GROUP INC",
        "value": "2473868.81",
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        "name": "NETFLIX INC",
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      {
        "name": "JOHNSON&JOHNSON",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "GE VERNOVA LLC",
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    ],
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      {
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        "name": "ALPHABET INC CL C",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "TESLA INC",
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      {
        "name": "BERKSHIRE HATH-B",
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        "name": "LILLY ELI and CO",
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      {
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      {
        "name": "EXXON MOBIL CORP",
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      {
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      {
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      {
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      {
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      {
        "name": "COSTCO WHOLESALE CORP",
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      {
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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": "APPLIED MATERIALS INC",
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      {
        "name": "LAM RESEARCH CORP",
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        "name": "PHILIP MORRIS INTL INC",
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      {
        "name": "RTX CORP",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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        "name": "MCDONALDS CORP",
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        "name": "GE VERNOVA LLC",
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        "name": "INTL BUS MACH CORP",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
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        "name": "AMGEN INC",
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        "name": "INTEL CORP",
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      {
        "name": "ABBOTT LABS",
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        "name": "MORGAN STANLEY",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040147",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/102816/000141036826040147/0001410368-26-040147-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002571",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm"
    }
  ]
}