{
  "page": "compare",
  "query": {
    "a": "FTBI",
    "b": "HCYAX"
  },
  "retrieved_at": "2026-07-07T18:20:18+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": "First Trust Balanced Income ETF",
    "ticker": "FTBI",
    "slug": "FTBI",
    "series_id": "S000091415",
    "html_url": "https://fundwatcher.app/funds/FTBI/"
  },
  "fund_b": {
    "name": "Hilton Tactical Income Fund",
    "ticker": "HCYAX",
    "slug": "HCYAX",
    "series_id": "S000046967",
    "html_url": "https://fundwatcher.app/funds/HCYAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.02008343864803513800894655738",
    "coverage_b_by_a": "0.02008343864803513800894655738",
    "shared_count": 1,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "FTHI/FIRST TRUST",
        "value": "3708582.30",
        "weight": "0.19760509",
        "shared": false
      },
      {
        "name": "FIRST TRUST NB I",
        "value": "1835966.64",
        "weight": "0.09782615",
        "shared": false
      },
      {
        "name": "FT Vest Technology Dividend Target Income ETF",
        "value": "1831391.68",
        "weight": "0.09758239",
        "shared": false
      },
      {
        "name": "First Trust Core Investment Grade ETF",
        "value": "1328696.32",
        "weight": "0.07079718",
        "shared": false
      },
      {
        "name": "First Trust Smith Opportunistic Fixed Income ETF",
        "value": "1322171.88",
        "weight": "0.07044953",
        "shared": false
      },
      {
        "name": "FT Vest SMID Rising Dividend Achievers Target Income ETF",
        "value": "1281081.20",
        "weight": "0.06826009",
        "shared": false
      },
      {
        "name": "FT Vest S&P 500 Dividend Aristocrats Target Income ETF",
        "value": "1262904.17",
        "weight": "0.06729156",
        "shared": false
      },
      {
        "name": "FT Vest Rising Dividend Achievers Target Income ETF",
        "value": "1234371.60",
        "weight": "0.06577125",
        "shared": false
      },
      {
        "name": "FT Vest Gold Strategy Target Income ETF",
        "value": "976267.20",
        "weight": "0.05201863",
        "shared": true
      },
      {
        "name": "First Trust Limited Duration Investment Grade Corporate ETF",
        "value": "828814.40",
        "weight": "0.04416187",
        "shared": false
      },
      {
        "name": "First Trust Intermediate Duration Investment Grade Corporate ETF",
        "value": "823484.50",
        "weight": "0.04387788",
        "shared": false
      },
      {
        "name": "First Trust Low Duration Opportunities ETF",
        "value": "781319.66",
        "weight": "0.04163120",
        "shared": false
      },
      {
        "name": "First Trust Intermediate Government Opportunities ETF",
        "value": "777131.36",
        "weight": "0.04140804",
        "shared": false
      },
      {
        "name": "First Trust Long Duration Opportunities ETF",
        "value": "775463.07",
        "weight": "0.04131914",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "JPMorgan Nasdaq Equity Premium Income ETF",
        "value": "7125861.00",
        "weight": "0.05229576",
        "shared": false
      },
      {
        "name": "VANGUARD INT HDV",
        "value": "7086914.45",
        "weight": "0.05200994",
        "shared": false
      },
      {
        "name": "ISHARES MBS ETF MUTUAL FUND",
        "value": "6521558.45",
        "weight": "0.04786086",
        "shared": false
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "6011731.20",
        "weight": "0.04411931",
        "shared": false
      },
      {
        "name": "JPMorgan Income ETF",
        "value": "5404448.50",
        "weight": "0.03966254",
        "shared": false
      },
      {
        "name": "SIMPLIFY MBS ETF",
        "value": "4872730.80",
        "weight": "0.03576033",
        "shared": false
      },
      {
        "name": "Goldman Sachs S&P 500 Premium Income ETF",
        "value": "4426585.80",
        "weight": "0.03248613",
        "shared": false
      },
      {
        "name": "JANUS HENDERSON AAA CLO ETF MUTUAL FUND",
        "value": "4033422.80",
        "weight": "0.02960076",
        "shared": false
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "3513611.75",
        "weight": "0.02578594",
        "shared": false
      },
      {
        "name": "Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY",
        "value": "3405738.40",
        "weight": "0.02499427",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "3346743.60",
        "weight": "0.02456131",
        "shared": false
      },
      {
        "name": "UTILITIES SELECT SECTOR SPDR MUTUAL FUND",
        "value": "3114621.15",
        "weight": "0.02285780",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "2897378.31",
        "weight": "0.02126348",
        "shared": false
      },
      {
        "name": "JPMORGAN EQUITY PREMIUM INCOME ETF",
        "value": "2741007.00",
        "weight": "0.02011589",
        "shared": false
      },
      {
        "name": "FT Vest Gold Strategy Target Income ETF",
        "value": "2736585.00",
        "weight": "0.02008344",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "2396112.60",
        "weight": "0.01758476",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "2216775.60",
        "weight": "0.01626863",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "2171852.20",
        "weight": "0.01593894",
        "shared": false
      },
      {
        "name": "Vanguard Short-Term Corporate Bond ETF",
        "value": "2067155.00",
        "weight": "0.01517058",
        "shared": false
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "1693656.25",
        "weight": "0.01242952",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "1515519.10",
        "weight": "0.01112220",
        "shared": false
      },
      {
        "name": "Alerian MLP ETF",
        "value": "1430579.60",
        "weight": "0.01049884",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "1332078.40",
        "weight": "0.00977595",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1300760.20",
        "weight": "0.00954611",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "1297733.30",
        "weight": "0.00952389",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1230828.30",
        "weight": "0.00903289",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1168167.00",
        "weight": "0.00857302",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1161196.00",
        "weight": "0.00852187",
        "shared": false
      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "1136897.15",
        "weight": "0.00834354",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "1128645.60",
        "weight": "0.00828298",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1062246.90",
        "weight": "0.00779569",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "921496.10",
        "weight": "0.00676274",
        "shared": false
      },
      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "911181.25",
        "weight": "0.00668704",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "891957.00",
        "weight": "0.00654596",
        "shared": false
      },
      {
        "name": "REPUBLIC SVCS",
        "value": "870200.00",
        "weight": "0.00638628",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "869478.75",
        "weight": "0.00638099",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "865279.80",
        "weight": "0.00635018",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "833492.00",
        "weight": "0.00611689",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS",
        "value": "821721.31",
        "weight": "0.00603050",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "789930.00",
        "weight": "0.00579719",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "788416.38",
        "weight": "0.00578608",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "786795.70",
        "weight": "0.00577419",
        "shared": false
      },
      {
        "name": "THERMO FISHER",
        "value": "785370.04",
        "weight": "0.00576373",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "783796.65",
        "weight": "0.00575218",
        "shared": false
      },
      {
        "name": "ITOCHU CORP-ADR",
        "value": "767836.85",
        "weight": "0.00563505",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS",
        "value": "760600.34",
        "weight": "0.00558195",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "751089.60",
        "weight": "0.00551215",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "706959.00",
        "weight": "0.00518828",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "706858.85",
        "weight": "0.00518754",
        "shared": false
      },
      {
        "name": "FANUC Corporation",
        "value": "695468.25",
        "weight": "0.00510395",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-020530",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1552740/000094040026020530/0000940400-26-020530-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-190472",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040587/000119312526190472/0001193125-26-190472-index.htm"
    }
  ]
}