{
  "page": "compare",
  "query": {
    "a": "HESAX",
    "b": "IVV"
  },
  "retrieved_at": "2026-07-07T15:58:44+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": "Horizon Defensive Core Fund",
    "ticker": "HESAX",
    "slug": "HESAX",
    "series_id": "S000065863",
    "html_url": "https://fundwatcher.app/funds/HESAX/"
  },
  "fund_b": {
    "name": "iShares Core S&P 500 ETF",
    "ticker": "IVV",
    "slug": "IVV",
    "series_id": "S000004310",
    "html_url": "https://fundwatcher.app/funds/IVV/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7467518845030134184681214207",
    "coverage_b_by_a": "0.7467518845030134184681214206",
    "shared_count": 297,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Roundhill Magnificent Seven ETF",
        "value": "39224429.25",
        "weight": "0.08279809",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "32713526.56",
        "weight": "0.06905435",
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      },
      {
        "name": "APPLE INC",
        "value": "26931565.92",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "21220879.68",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "BROADCOM INC",
        "value": "13247584.35",
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      },
      {
        "name": "WALMART INC",
        "value": "9798666.90",
        "weight": "0.02068382",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "9262492.20",
        "weight": "0.01955202",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "9045010.02",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "TESLA INC",
        "value": "6218779.50",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "6151697.50",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "5491545.15",
        "weight": "0.01159200",
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      },
      {
        "name": "ORACLE CORP",
        "value": "4273596.80",
        "weight": "0.00902105",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "4176987.96",
        "weight": "0.00881712",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "4150303.74",
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      },
      {
        "name": "NETFLIX INC",
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      },
      {
        "name": "ABBVIE INC",
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      {
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      },
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        "name": "PROCTER & GAMBLE",
        "value": "3568382.40",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "3435263.44",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "3128804.72",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "3078629.17",
        "weight": "0.00649862",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "3013661.31",
        "weight": "0.00636148",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "2876737.11",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "2798183.90",
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      },
      {
        "name": "FRST AM-GV OB-X",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      },
      {
        "name": "MERCK & CO",
        "value": "2463770.36",
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      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "2206480.50",
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      },
      {
        "name": "T-MOBILE US INC",
        "value": "2178281.06",
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      {
        "name": "MCDONALDS CORP",
        "value": "2088651.44",
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      {
        "name": "LINDE PLC",
        "value": "2042989.68",
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      {
        "name": "PEPSICO INC",
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        "weight": "0.00423942",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "1786986.50",
        "weight": "0.00377212",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "1711043.10",
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      {
        "name": "AT&T INC",
        "value": "1675754.27",
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      {
        "name": "NEXTERA ENERGY INC",
        "value": "1653258.87",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "1642017.61",
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      {
        "name": "WALT DISNEY CO/T",
        "value": "1608732.84",
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      {
        "name": "KLA CORP",
        "value": "1597728.40",
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      {
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        "name": "ALPHABET INC CL A",
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      {
        "name": "ALPHABET INC CL C",
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        "weight": "0.02392903",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "TESLA INC",
        "value": "13446722782.75",
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      {
        "name": "BERKSHIRE HATH-B",
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      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "LILLY ELI and CO",
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      {
        "name": "EXXON MOBIL CORP",
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      {
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      {
        "name": "WALMART INC",
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      {
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      {
        "name": "COSTCO WHOLESALE CORP",
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      {
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      {
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      {
        "name": "COCA-COLA CO/THE",
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        "name": "APPLIED MATERIALS INC",
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      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "RTX CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "ORACLE CORP",
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        "name": "GE VERNOVA LLC",
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        "name": "INTL BUS MACH CORP",
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        "name": "MCDONALDS CORP",
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        "name": "PEPSICO INC",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
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      {
        "name": "INTEL CORP",
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      {
        "name": "AT&T INC",
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      {
        "name": "CITIGROUP INC",
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      {
        "name": "MORGAN STANLEY",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-013896",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1643174/000089418926013896/0000894189-26-013896-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012459",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000207169126012459/0002071691-26-012459-index.htm"
    }
  ]
}