{
  "page": "compare",
  "query": {
    "a": "FCYIX",
    "b": "FSDAX"
  },
  "retrieved_at": "2026-07-07T17:05:27+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": "Select Industrials Portfolio",
    "ticker": "FCYIX",
    "slug": "FCYIX",
    "series_id": "S000007455",
    "html_url": "https://fundwatcher.app/funds/FCYIX/"
  },
  "fund_b": {
    "name": "Select Defense and Aerospace Portfolio",
    "ticker": "FSDAX",
    "slug": "FSDAX",
    "series_id": "S000007456",
    "html_url": "https://fundwatcher.app/funds/FSDAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2788079399591103531589224458",
    "coverage_b_by_a": "0.2788079399591103531589224458",
    "shared_count": 12,
    "as_of": {
      "a": "2025-08-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "67617465.60",
        "weight": "0.07951099",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "53665523.50",
        "weight": "0.06310498",
        "shared": false
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "46264811.70",
        "weight": "0.05440253",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "43077391.44",
        "weight": "0.05065446",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "35765385.00",
        "weight": "0.04205631",
        "shared": false
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "34717146.00",
        "weight": "0.04082369",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "31806654.00",
        "weight": "0.03740126",
        "shared": false
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "24302720.52",
        "weight": "0.02857743",
        "shared": false
      },
      {
        "name": "TRANSDIGM GROUP INC",
        "value": "24252382.56",
        "weight": "0.02851824",
        "shared": true
      },
      {
        "name": "DEERE & CO",
        "value": "24027728.00",
        "weight": "0.02825407",
        "shared": false
      },
      {
        "name": "ITT INC",
        "value": "24005250.00",
        "weight": "0.02822764",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "22665258.00",
        "weight": "0.02665195",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "21815625.00",
        "weight": "0.02565287",
        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "21791616.00",
        "weight": "0.02562464",
        "shared": false
      },
      {
        "name": "CINTAS CORP",
        "value": "20918988.00",
        "weight": "0.02459852",
        "shared": false
      },
      {
        "name": "DOVER CORP",
        "value": "19903719.66",
        "weight": "0.02340467",
        "shared": false
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "18440550.00",
        "weight": "0.02168414",
        "shared": false
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "17953100.00",
        "weight": "0.02111095",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "17139406.00",
        "weight": "0.02015413",
        "shared": false
      },
      {
        "name": "WASTE CONNECTIONS INC",
        "value": "16854672.00",
        "weight": "0.01981931",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "16611251.00",
        "weight": "0.01953307",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "16535260.00",
        "weight": "0.01944372",
        "shared": false
      },
      {
        "name": "AXON ENTERPRISE INC",
        "value": "15992006.00",
        "weight": "0.01880491",
        "shared": true
      },
      {
        "name": "LEIDOS HOLDINGS INC",
        "value": "15122921.88",
        "weight": "0.01778296",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "15092505.00",
        "weight": "0.01774719",
        "shared": true
      },
      {
        "name": "JOHNSON CONTROLS INTERNATIONAL PLC",
        "value": "12709221.00",
        "weight": "0.01494470",
        "shared": false
      },
      {
        "name": "CORE & MAIN IN-A",
        "value": "11688432.00",
        "weight": "0.01374436",
        "shared": false
      },
      {
        "name": "XPO LOGISTICS INC",
        "value": "10713220.00",
        "weight": "0.01259761",
        "shared": false
      },
      {
        "name": "Fidelity Securities Lending Cash Central Fund",
        "value": "10498275.00",
        "weight": "0.01234486",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "10308384.00",
        "weight": "0.01212157",
        "shared": false
      },
      {
        "name": "KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC",
        "value": "10215530.00",
        "weight": "0.01201238",
        "shared": false
      },
      {
        "name": "HEICO CORP CL A",
        "value": "9971907.00",
        "weight": "0.01172591",
        "shared": true
      },
      {
        "name": "SIMPSON MFG",
        "value": "9456617.60",
        "weight": "0.01111998",
        "shared": false
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "9360140.00",
        "weight": "0.01100653",
        "shared": false
      },
      {
        "name": "WW GRAINGER INC",
        "value": "9333321.50",
        "weight": "0.01097500",
        "shared": false
      },
      {
        "name": "CARLISLE COS INC",
        "value": "9222771.00",
        "weight": "0.01084500",
        "shared": false
      },
      {
        "name": "COMFORT SYSTEMS USA INC",
        "value": "9073602.00",
        "weight": "0.01066960",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "8929180.00",
        "weight": "0.01049977",
        "shared": true
      },
      {
        "name": "CHART INDUSTRIES INC",
        "value": "7834848.00",
        "weight": "0.00921295",
        "shared": false
      },
      {
        "name": "KBR INC",
        "value": "6701088.00",
        "weight": "0.00787977",
        "shared": false
      },
      {
        "name": "REGAL REXNORD CORP",
        "value": "6595906.10",
        "weight": "0.00775609",
        "shared": false
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "5994850.00",
        "weight": "0.00704931",
        "shared": false
      },
      {
        "name": "WATSCO INC",
        "value": "5391892.00",
        "weight": "0.00634029",
        "shared": false
      },
      {
        "name": "EAGLE MATERIALS INC",
        "value": "5235426.60",
        "weight": "0.00615631",
        "shared": false
      },
      {
        "name": "Fidelity Cash Central Fund",
        "value": "4827963.91",
        "weight": "0.00567718",
        "shared": true
      },
      {
        "name": "CSX CORP",
        "value": "2320206.19",
        "weight": "0.00272832",
        "shared": false
      },
      {
        "name": "ALLISON TRANSMISSION HLDGS INC",
        "value": "2139095.00",
        "weight": "0.00251535",
        "shared": false
      },
      {
        "name": "ROCKET LAB CORP",
        "value": "2118960.00",
        "weight": "0.00249167",
        "shared": true
      },
      {
        "name": "CH ROBINSON WORLDWIDE INC",
        "value": "1673100.00",
        "weight": "0.00196739",
        "shared": false
      },
      {
        "name": "RBC BEARINGS INC",
        "value": "1520844.00",
        "weight": "0.00178835",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "929235900.00",
        "weight": "0.22395538",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "558177576.00",
        "weight": "0.13452652",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "454855223.00",
        "weight": "0.10962477",
        "shared": true
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "206269821.00",
        "weight": "0.04971314",
        "shared": true
      },
      {
        "name": "HEICO CORP CL A",
        "value": "170886287.00",
        "weight": "0.04118535",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "169884390.00",
        "weight": "0.04094388",
        "shared": true
      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "130611545.00",
        "weight": "0.03147872",
        "shared": false
      },
      {
        "name": "ROLLS-ROYCE HOLDINGS PLC",
        "value": "115540257.33",
        "weight": "0.02784639",
        "shared": false
      },
      {
        "name": "WOODWARD INC",
        "value": "114055524.00",
        "weight": "0.02748855",
        "shared": false
      },
      {
        "name": "CARPENTER TECHNOLOGY CORP",
        "value": "113410143.00",
        "weight": "0.02733301",
        "shared": false
      },
      {
        "name": "AXON ENTERPRISE INC",
        "value": "106527360.00",
        "weight": "0.02567419",
        "shared": true
      },
      {
        "name": "ROCKET LAB CORP",
        "value": "103076470.00",
        "weight": "0.02484249",
        "shared": true
      },
      {
        "name": "HUNTINGTON INGALLS INDUSTRIES INC",
        "value": "102106244.00",
        "weight": "0.02460865",
        "shared": false
      },
      {
        "name": "BOMBARDIER INC-B",
        "value": "98616552.18",
        "weight": "0.02376760",
        "shared": false
      },
      {
        "name": "TEXTRON INC",
        "value": "93174925.00",
        "weight": "0.02245611",
        "shared": false
      },
      {
        "name": "TRANSDIGM GROUP INC",
        "value": "90283347.00",
        "weight": "0.02175921",
        "shared": true
      },
      {
        "name": "ATI INC",
        "value": "82711104.00",
        "weight": "0.01993422",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "78631278.00",
        "weight": "0.01895094",
        "shared": false
      },
      {
        "name": "STANDARDAERO INC",
        "value": "65936640.00",
        "weight": "0.01589141",
        "shared": true
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "59616474.00",
        "weight": "0.01436818",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "51461856.00",
        "weight": "0.01240284",
        "shared": false
      },
      {
        "name": "Fidelity Securities Lending Cash Central Fund",
        "value": "48021348.28",
        "weight": "0.01157364",
        "shared": true
      },
      {
        "name": "MERCURY SYSTEMS INC",
        "value": "41933130.00",
        "weight": "0.01010631",
        "shared": false
      },
      {
        "name": "KARMAN HOLDINGS INC",
        "value": "37605348.00",
        "weight": "0.00906327",
        "shared": false
      },
      {
        "name": "CACI INTL-A",
        "value": "36305115.00",
        "weight": "0.00874991",
        "shared": false
      },
      {
        "name": "BAE SYSTEMS PLC",
        "value": "33315761.15",
        "weight": "0.00802944",
        "shared": false
      },
      {
        "name": "LEONARDO DRS INC",
        "value": "31175715.00",
        "weight": "0.00751367",
        "shared": false
      },
      {
        "name": "Fidelity Cash Central Fund",
        "value": "17553132.72",
        "weight": "0.00423049",
        "shared": true
      },
      {
        "name": "AEROVIRONMENT INC",
        "value": "7895425.00",
        "weight": "0.00190288",
        "shared": false
      },
      {
        "name": "BETA TECHNOLOGIES INC",
        "value": "327120.00",
        "weight": "0.00007884",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000035402-25-001467",
      "as_of": "2025-08-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/320351/000003540225001467/0000035402-25-001467-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002654",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/320351/000003540226002654/0000035402-26-002654-index.htm"
    }
  ]
}