{
  "page": "compare",
  "query": {
    "a": "FDLSX",
    "b": "IYC"
  },
  "retrieved_at": "2026-07-07T17:37:42+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 Leisure Portfolio",
    "ticker": "FDLSX",
    "slug": "FDLSX",
    "series_id": "S000007471",
    "html_url": "https://fundwatcher.app/funds/FDLSX/"
  },
  "fund_b": {
    "name": "iShares U.S. Consumer Discretionary ETF",
    "ticker": "IYC",
    "slug": "IYC",
    "series_id": "S000004320",
    "html_url": "https://fundwatcher.app/funds/IYC/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1537572419857662084066523810",
    "coverage_b_by_a": "0.1537572419857662084066523810",
    "shared_count": 23,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "52482550.96",
        "weight": "0.09817766",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "49613113.05",
        "weight": "0.09280988",
        "shared": true
      },
      {
        "name": "STARBUCKS CORP",
        "value": "48878261.12",
        "weight": "0.09143521",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "48586043.36",
        "weight": "0.09088857",
        "shared": true
      },
      {
        "name": "CARNIVAL CORP",
        "value": "31341770.00",
        "weight": "0.05863018",
        "shared": true
      },
      {
        "name": "YUM! BRANDS INC",
        "value": "28351776.00",
        "weight": "0.05303688",
        "shared": true
      },
      {
        "name": "EXPEDIA INC",
        "value": "27931855.00",
        "weight": "0.05225135",
        "shared": true
      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "26332939.00",
        "weight": "0.04926030",
        "shared": true
      },
      {
        "name": "CHIPOTLE MEXICAN GRILL INC",
        "value": "24928095.00",
        "weight": "0.04663230",
        "shared": true
      },
      {
        "name": "DOORDASH INC-A",
        "value": "24211684.00",
        "weight": "0.04529213",
        "shared": false
      },
      {
        "name": "WYNN RESORTS LTD",
        "value": "22546796.00",
        "weight": "0.04217767",
        "shared": true
      },
      {
        "name": "VIKING HOLDINGS LTD",
        "value": "13887560.00",
        "weight": "0.02597908",
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      },
      {
        "name": "DOMINOS PIZZA INC",
        "value": "13339986.42",
        "weight": "0.02495474",
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      },
      {
        "name": "DRAFTKINGS INC",
        "value": "12625664.00",
        "weight": "0.02361848",
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      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "11136783.00",
        "weight": "0.02083327",
        "shared": true
      },
      {
        "name": "SERVICE CORP INTERNATIONAL INC",
        "value": "11128596.00",
        "weight": "0.02081796",
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      },
      {
        "name": "PLANET FITNESS INC CL A",
        "value": "8297150.00",
        "weight": "0.01552125",
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      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "7936679.25",
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      },
      {
        "name": "WINGSTOP INC",
        "value": "7629594.00",
        "weight": "0.01427247",
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      },
      {
        "name": "US FOODS HOLDING CORP",
        "value": "6782022.00",
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      },
      {
        "name": "DUTCH BROS INC-A",
        "value": "6110789.46",
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      },
      {
        "name": "ROYAL CARIBBEAN CRUISES LTD",
        "value": "5721664.00",
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      },
      {
        "name": "NORWEGIAN CRUISE LINE HLDGS LTD",
        "value": "5659557.00",
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      },
      {
        "name": "FLUTTER ENTERTAINMENT PLC",
        "value": "5360070.00",
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      {
        "name": "LAS VEGAS SANDS CORP",
        "value": "5360040.00",
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      },
      {
        "name": "HERSHEY CO/THE",
        "value": "3993132.00",
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      },
      {
        "name": "Fidelity Cash Central Fund",
        "value": "3697393.62",
        "weight": "0.00691661",
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      },
      {
        "name": "Sportradar Holding AG",
        "value": "3611828.00",
        "weight": "0.00675655",
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      },
      {
        "name": "COVISTA INC",
        "value": "3263302.00",
        "weight": "0.00610457",
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      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "2764717.00",
        "weight": "0.00517188",
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      },
      {
        "name": "BRIGHT HORIZONS FAMILY SOLUTIONS INC",
        "value": "2272860.00",
        "weight": "0.00425178",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "2058000.00",
        "weight": "0.00384984",
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      },
      {
        "name": "SHAKE SHACK INC - CLASS A",
        "value": "2006609.00",
        "weight": "0.00375371",
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      },
      {
        "name": "LINDBLAD EXPEDITIONS HOLDINGS",
        "value": "1471647.15",
        "weight": "0.00275297",
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      {
        "name": "RESTAURANT BRANDS INTERNATIONAL INC",
        "value": "1455713.00",
        "weight": "0.00272316",
        "shared": true
      },
      {
        "name": "GRAND CANYON EDUCATION INC",
        "value": "1002141.00",
        "weight": "0.00187468",
        "shared": true
      },
      {
        "name": "Fidelity Securities Lending Cash Central Fund",
        "value": "435425.00",
        "weight": "0.00081454",
        "shared": false
      },
      {
        "name": "DOLLARAMA INC",
        "value": "353336.02",
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    ],
    "b_top": [
      {
        "name": "AMAZON.COM INC",
        "value": "203544751.20",
        "weight": "0.13937905",
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      },
      {
        "name": "TESLA INC",
        "value": "122226540.57",
        "weight": "0.08369569",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "68497160.20",
        "weight": "0.04690403",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "65072822.00",
        "weight": "0.04455918",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "62764427.45",
        "weight": "0.04297849",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "54683779.26",
        "weight": "0.03744520",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "50983065.00",
        "weight": "0.03491110",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "46251045.60",
        "weight": "0.03167081",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "37940580.98",
        "weight": "0.02598014",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "36883568.16",
        "weight": "0.02525635",
        "shared": true
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "36489271.55",
        "weight": "0.02498635",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "33890181.06",
        "weight": "0.02320660",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "23677860.60",
        "weight": "0.01621362",
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      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "18770231.35",
        "weight": "0.01285308",
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      {
        "name": "ROYAL CARIBBEAN",
        "value": "18621599.35",
        "weight": "0.01275130",
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      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "17742480.00",
        "weight": "0.01214932",
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      },
      {
        "name": "Spotify Technology SA",
        "value": "17430692.95",
        "weight": "0.01193582",
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      },
      {
        "name": "NIKE INC CL B",
        "value": "16191005.88",
        "weight": "0.01108693",
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      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "16022284.80",
        "weight": "0.01097140",
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      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "15418041.50",
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      {
        "name": "WARNER BROS DISCOVERY INC",
        "value": "14522558.04",
        "weight": "0.00994445",
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      {
        "name": "AUTOZONE INC",
        "value": "14013329.07",
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      {
        "name": "ROSS STORES INC",
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      {
        "name": "AIRBNB INC CLASS A",
        "value": "12455614.23",
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      {
        "name": "CARVANA CO CL A",
        "value": "12279982.65",
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      },
      {
        "name": "FORD MOTOR CO",
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      },
      {
        "name": "ELECTRONIC ARTS INC",
        "value": "11611816.56",
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      {
        "name": "CHIPOTLE MEXICAN GRILL INC",
        "value": "11585436.72",
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      {
        "name": "TARGET CORP",
        "value": "10852968.47",
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      },
      {
        "name": "YUM! BRANDS INC",
        "value": "9815004.50",
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      {
        "name": "DELTA AIR LI",
        "value": "9729646.85",
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      {
        "name": "EBAY INC",
        "value": "9330528.92",
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      },
      {
        "name": "ROBLOX CORP - A",
        "value": "9233953.44",
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      },
      {
        "name": "TAKE-TWO INTERACTV SOFTWR INC",
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      },
      {
        "name": "DR HORTON INC",
        "value": "8861933.60",
        "weight": "0.00606829",
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      },
      {
        "name": "COPART INC",
        "value": "8124521.80",
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      },
      {
        "name": "UNITED AIRLINES HOLDINGS INC",
        "value": "7540370.08",
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      },
      {
        "name": "GARMIN LTD",
        "value": "7439104.52",
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      },
      {
        "name": "CARNIVAL CORP",
        "value": "7346134.16",
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      },
      {
        "name": "DOLLAR GENERAL CORP",
        "value": "7131483.03",
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      },
      {
        "name": "EXPEDIA INC",
        "value": "7024881.00",
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      },
      {
        "name": "ULTA BEAUTY INC",
        "value": "6617961.28",
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      },
      {
        "name": "BlackRock Cash Funds: Institutional, SL Agency Shares",
        "value": "6564965.78",
        "weight": "0.00449542",
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      },
      {
        "name": "ESTEE LAUDER COS INC CL A",
        "value": "6395964.96",
        "weight": "0.00437969",
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      },
      {
        "name": "TRACTOR SUPPLY CO.",
        "value": "6123560.64",
        "weight": "0.00419316",
        "shared": false
      },
      {
        "name": "COUPANG INC A",
        "value": "5971371.84",
        "weight": "0.00408895",
        "shared": false
      },
      {
        "name": "TAPESTRY INC",
        "value": "5942814.57",
        "weight": "0.00406939",
        "shared": false
      },
      {
        "name": "FLUTTER ENTER-DI",
        "value": "5902461.00",
        "weight": "0.00404176",
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      },
      {
        "name": "OMNICOM GROUP INC",
        "value": "5584090.32",
        "weight": "0.00382375",
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      },
      {
        "name": "PULTEGROUP INC",
        "value": "5500957.84",
        "weight": "0.00376683",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000035402-26-002671",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/320351/000003540226002671/0000035402-26-002671-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-001916",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000100472626001916/0001004726-26-001916-index.htm"
    }
  ]
}