{
  "page": "compare",
  "query": {
    "a": "HSMBX",
    "b": "JMEE"
  },
  "retrieved_at": "2026-07-07T18:50:41+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 Multi-Factor Small/Mid Cap Fund",
    "ticker": "HSMBX",
    "slug": "HSMBX",
    "series_id": "S000079220",
    "html_url": "https://fundwatcher.app/funds/HSMBX/"
  },
  "fund_b": {
    "name": "JPMorgan Small & Mid Cap Enhanced Equity ETF",
    "ticker": "JMEE",
    "slug": "JMEE",
    "series_id": "S000074055",
    "html_url": "https://fundwatcher.app/funds/JMEE/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3415002637512850326789351110",
    "coverage_b_by_a": "0.3415002637512850326789351114",
    "shared_count": 222,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "CIENA CORP",
        "value": "20054434.40",
        "weight": "0.02937507",
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      },
      {
        "name": "TECHNIPFMC PLC",
        "value": "16225791.76",
        "weight": "0.02376700",
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      },
      {
        "name": "UNITED THERAPEUTICS CORP DEL",
        "value": "13916206.30",
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      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "13178809.94",
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      },
      {
        "name": "COCA COLA CONSOLIDATED INC",
        "value": "10107653.60",
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      {
        "name": "JONES LANG LASALLE INC",
        "value": "9478490.90",
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      },
      {
        "name": "ATI INC",
        "value": "9058796.25",
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      },
      {
        "name": "ALCOA CORP",
        "value": "8762592.00",
        "weight": "0.01283515",
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      },
      {
        "name": "MUELLER INDUSTRIES INC",
        "value": "8618983.32",
        "weight": "0.01262480",
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      },
      {
        "name": "ANNALY CAPITAL MGMT INC REIT",
        "value": "8293682.04",
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      },
      {
        "name": "TOLL BROTHERS INC",
        "value": "8067040.96",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "7802504.52",
        "weight": "0.01142885",
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      },
      {
        "name": "PERMIAN RESOURCES CORP CL A",
        "value": "7777529.86",
        "weight": "0.01139227",
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      },
      {
        "name": "RENAISSANCERE HLDGS LTD",
        "value": "7511291.64",
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      },
      {
        "name": "NEUROCRINE BIOSCIENCES INC",
        "value": "7363680.00",
        "weight": "0.01078607",
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      },
      {
        "name": "LINCOLN ELECTRIC HLDGS INC",
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      },
      {
        "name": "ANTERO RESOURCES",
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      },
      {
        "name": "DYCOM INDUSTRIES INC",
        "value": "7165961.22",
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      },
      {
        "name": "TENET HEALTHCARE CORP",
        "value": "7130231.15",
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      },
      {
        "name": "STIFEL FINANCIAL CORP",
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      },
      {
        "name": "RBC BEARINGS INC",
        "value": "6935228.64",
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      },
      {
        "name": "FIVE BELOW INC",
        "value": "6581393.79",
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      },
      {
        "name": "GLOBUS MEDICAL INC",
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      },
      {
        "name": "FLOWSERVE CORP",
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      {
        "name": "BIOMARIN PHARMACEUTICAL INC",
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      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
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      },
      {
        "name": "CACI INTL-A",
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      },
      {
        "name": "EXELIXIS INC",
        "value": "5853062.58",
        "weight": "0.00857337",
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      },
      {
        "name": "FLEX LTD",
        "value": "5734126.78",
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      },
      {
        "name": "ACUITY INC",
        "value": "5643955.26",
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      },
      {
        "name": "TEMPUR SEALY INTERNATIONAL INC",
        "value": "5614246.22",
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      },
      {
        "name": "WEBSTER FINL",
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      },
      {
        "name": "FIRSTCASH HOLDINGS INC",
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      },
      {
        "name": "AFFIL MANAGERS",
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      {
        "name": "BORGWARNER INC",
        "value": "5192353.44",
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      },
      {
        "name": "PENUMBRA INC",
        "value": "5046691.06",
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      },
      {
        "name": "ANTERO MIDSTREAM CORP",
        "value": "5026303.20",
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      },
      {
        "name": "JANUS HENDERSON GROUP PLC",
        "value": "4925742.40",
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      },
      {
        "name": "NATL FUEL GAS CO",
        "value": "4884942.89",
        "weight": "0.00715530",
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      },
      {
        "name": "WINTRUST FINL",
        "value": "4817078.28",
        "weight": "0.00705590",
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      },
      {
        "name": "WATTS WATER TECH INC CL A",
        "value": "4763113.86",
        "weight": "0.00697685",
        "shared": true
      },
      {
        "name": "CRANE CO",
        "value": "4634248.30",
        "weight": "0.00678809",
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      },
      {
        "name": "ITT INC",
        "value": "4373472.87",
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      },
      {
        "name": "MAPLEBEAR INC",
        "value": "4354160.80",
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      },
      {
        "name": "DONALDSON CO INC",
        "value": "4336622.76",
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      },
      {
        "name": "ZIONS BANCORP NA",
        "value": "4330310.72",
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      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
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      },
      {
        "name": "APPLIED INDU TEC",
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      },
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        "name": "HF SINCLAIR CORP",
        "value": "4222944.42",
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      },
      {
        "name": "CROWN HOLDINGS INC",
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    ],
    "b_top": [
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        "name": "JPMorgan Prime Money Market Fund, IM Shares",
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      {
        "name": "UNITED THERAPEUTICS CORP DEL",
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      {
        "name": "TECHNIPFMC PLC",
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      {
        "name": "WOODWARD INC",
        "value": "16344416.80",
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      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "15271012.52",
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      },
      {
        "name": "MASTEC INC",
        "value": "15242110.76",
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      },
      {
        "name": "CASEY'S GENERAL",
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      {
        "name": "FABRINET",
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      },
      {
        "name": "RBC BEARINGS INC",
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      },
      {
        "name": "TWILIO INC CLASS A",
        "value": "11861428.86",
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      },
      {
        "name": "US FOODS HOLDING CORP",
        "value": "11741007.09",
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      {
        "name": "FLEX LTD",
        "value": "11204984.58",
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      },
      {
        "name": "MKS INSTRUMENTS INC",
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      {
        "name": "CHORD ENERGY CORP",
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      {
        "name": "BURLINGTON STORES INC",
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      {
        "name": "CLEAN HARBORS INC",
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      {
        "name": "EAST WEST BNCRP",
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      {
        "name": "DONALDSON CO INC",
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      {
        "name": "ATI INC",
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      {
        "name": "XPO LOGISTICS INC",
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      {
        "name": "RELIANCE STEEL and ALUMINUM CO",
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      {
        "name": "OGE ENERGY CORP",
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        "name": "DIGITALOCEAN HOLDINGS INC",
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      {
        "name": "BORGWARNER INC",
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      {
        "name": "PROTAGONIST THERAPEUTICS INC",
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      {
        "name": "WATTS WATER TECH INC CL A",
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      {
        "name": "HALOZYME THERAPEUTICS INC",
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      {
        "name": "OKTA INC CL A",
        "value": "9208046.77",
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      },
      {
        "name": "HF SINCLAIR CORP",
        "value": "9206393.18",
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      },
      {
        "name": "OVINTIV INC",
        "value": "9140134.08",
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      },
      {
        "name": "JAZZ PHARMA PLC",
        "value": "9105782.30",
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      {
        "name": "JONES LANG LASALLE INC",
        "value": "9096733.44",
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      },
      {
        "name": "AGREE REALTY CORP",
        "value": "9080124.04",
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      },
      {
        "name": "DT MIDSTREAM INC",
        "value": "9042686.49",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "8933759.12",
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      {
        "name": "NEXTRACKER INC CL A",
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      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "8466173.95",
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      {
        "name": "ITT INC",
        "value": "8383701.06",
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      {
        "name": "FIVE BELOW INC",
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      },
      {
        "name": "AFFIL MANAGERS",
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      {
        "name": "PURE STORAGE INC CL A",
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      },
      {
        "name": "REINSURANCE GROUP OF AMERICA",
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      },
      {
        "name": "ENERSYS INC",
        "value": "8192635.20",
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      },
      {
        "name": "CUBESMART",
        "value": "8165070.25",
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      },
      {
        "name": "ROYAL GOLD INC",
        "value": "8104997.52",
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        "shared": false
      },
      {
        "name": "TOLL BROTHERS INC",
        "value": "8094718.05",
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      },
      {
        "name": "GLOBUS MEDICAL INC",
        "value": "8044931.52",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-013910",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1643174/000089418926013910/0000894189-26-013910-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012776",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1485894/000207169126012776/0002071691-26-012776-index.htm"
    }
  ]
}