{
  "page": "compare",
  "query": {
    "a": "FSRFX",
    "b": "DRES"
  },
  "retrieved_at": "2026-07-07T19:06:09+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": "Select Transportation Portfolio",
    "ticker": "FSRFX",
    "slug": "FSRFX",
    "series_id": "S000007487",
    "html_url": "https://fundwatcher.app/funds/FSRFX/"
  },
  "fund_b": {
    "name": "GMO Domestic Resilience ETF",
    "ticker": "DRES",
    "slug": "DRES",
    "series_id": "S000094780",
    "html_url": "https://fundwatcher.app/funds/DRES/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1665829370347932315523567287",
    "coverage_b_by_a": "0.1665829370347932315523567287",
    "shared_count": 7,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
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      },
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        "name": "UNION PACIFIC CORP",
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      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "44241754.96",
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      },
      {
        "name": "DELTA AIR LI",
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      {
        "name": "OLD DOMINION FRT",
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      },
      {
        "name": "FEDEX CORP",
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      {
        "name": "CSX CORP",
        "value": "25537200.69",
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      },
      {
        "name": "UNITED AIRLINES HOLDINGS INC",
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      },
      {
        "name": "XPO LOGISTICS INC",
        "value": "23165380.55",
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      },
      {
        "name": "Fidelity Cash Central Fund",
        "value": "22558872.20",
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      },
      {
        "name": "CH ROBINSON WORLDWIDE INC",
        "value": "18777125.25",
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      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "17137593.00",
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      },
      {
        "name": "KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC",
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      {
        "name": "SOUTHWEST AIRLINES CO",
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      {
        "name": "ALASKA AIR GROUP INC",
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      {
        "name": "KIRBY CORP",
        "value": "7793970.80",
        "weight": "0.01501797",
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      },
      {
        "name": "SKYWEST INC",
        "value": "7225649.92",
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      {
        "name": "SAIA INC",
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      {
        "name": "SCHNEIDER NATL-B",
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      {
        "name": "AMAZON.COM INC",
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      {
        "name": "WERNER ENTERPRISES INC",
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      {
        "name": "GXO LOGISTICS INC",
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      {
        "name": "CANADIAN PACIFIC KANSAS CITY LTD",
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      {
        "name": "COPA HOLDINGS SA CL A",
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      {
        "name": "SAMSARA INC-CL A",
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      {
        "name": "Fidelity Securities Lending Cash Central Fund",
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      },
      {
        "name": "JOBY AVIATION INC",
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      {
        "name": "BOEING CO/THE",
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      {
        "name": "DESCARTES SYS",
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      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
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      {
        "name": "EXPEDITORS INTL OF WASH INC",
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      {
        "name": "TFI INTERNATIONA",
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      },
      {
        "name": "LYFT INC-A",
        "value": "2099528.00",
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      {
        "name": "AIRBNB INC CLASS A",
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        "name": "AVIS BUDGET GROUP",
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      {
        "name": "RXO INC",
        "value": "1199553.60",
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      {
        "name": "WEX INC",
        "value": "1029411.00",
        "weight": "0.00198354",
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      },
      {
        "name": "AMERICAN AIRLINES GROUP INC",
        "value": "690096.00",
        "weight": "0.00132973",
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      {
        "name": "HUB GROUP INC CL A",
        "value": "550262.32",
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      {
        "name": "SUN COUNTRY HOLD",
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    ],
    "b_top": [
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        "name": "UNION PACIFIC CORP",
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      {
        "name": "CSX CORP",
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      },
      {
        "name": "CLEAN HARBORS INC",
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      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1526993.04",
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      },
      {
        "name": "CARLISLE COS INC",
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      {
        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "1342314.88",
        "weight": "0.03417869",
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      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "1268520.00",
        "weight": "0.03229969",
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      {
        "name": "WILLSCOT MOBILE MINI HOLDINGS CORP",
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      {
        "name": "EQT CORPORATION",
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      {
        "name": "KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC",
        "value": "1145899.04",
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      },
      {
        "name": "FLUOR CORP",
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      {
        "name": "JACOBS SOLUTIONS INC",
        "value": "1095711.28",
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      {
        "name": "MYR GROUP INC/DELAWARE",
        "value": "1071201.28",
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      {
        "name": "EAGLE MATERIALS INC",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "1060824.96",
        "weight": "0.02701125",
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      {
        "name": "TFI INTERNATIONA",
        "value": "1039169.60",
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      {
        "name": "NUCOR CORP",
        "value": "1032271.68",
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      {
        "name": "APPLIED INDU TEC",
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      {
        "name": "EOG RESOURCES INC",
        "value": "969312.96",
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      },
      {
        "name": "REGAL REXNORD CORP",
        "value": "959053.20",
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      {
        "name": "STEEL DYNAMICS INC",
        "value": "927603.39",
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      {
        "name": "ROCKWELL AUTOMATION INC",
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      {
        "name": "OLD DOMINION FRT",
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      },
      {
        "name": "WESCO INTL",
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      {
        "name": "ARCOSA INC",
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      {
        "name": "SAIA INC",
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      {
        "name": "ACUITY INC",
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      {
        "name": "HUNTINGTON INGALLS INDUSTRIES INC",
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        "name": "L3HARRIS TECHNOLOGIES INC",
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      {
        "name": "FERGUSON ENTERPRISES INC",
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      {
        "name": "AECOM",
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      },
      {
        "name": "UNITED RENTALS INC",
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      },
      {
        "name": "State Street Institutional Treasury Money Market Fund",
        "value": "582323.45",
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      },
      {
        "name": "CH ROBINSON WORLDWIDE INC",
        "value": "436449.00",
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      },
      {
        "name": "ALLEGION PLC",
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      {
        "name": "FASTENAL CO",
        "value": "357730.80",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000035402-26-002673",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/320351/000003540226002673/0000035402-26-002673-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-041714",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1981627/000141036826041714/0001410368-26-041714-index.htm"
    }
  ]
}