{
  "page": "compare",
  "query": {
    "a": "HSUAX",
    "b": "IVES"
  },
  "retrieved_at": "2026-07-07T14:01:04+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": "Rational Dynamic Brands Fund",
    "ticker": "HSUAX",
    "slug": "HSUAX",
    "series_id": "S000005874",
    "html_url": "https://fundwatcher.app/funds/HSUAX/"
  },
  "fund_b": {
    "name": "Dan IVES Wedbush AI Revolution ETF",
    "ticker": "IVES",
    "slug": "IVES",
    "series_id": "S000091902",
    "html_url": "https://fundwatcher.app/funds/IVES/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3779399454798072464003458207",
    "coverage_b_by_a": "0.3779399454798072464003458207",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "APPLE INC",
        "value": "3433778.70",
        "weight": "0.06692500",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2789776.65",
        "weight": "0.05437328",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "2764312.50",
        "weight": "0.05387698",
        "shared": false
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "2636755.50",
        "weight": "0.05139087",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "2624596.62",
        "weight": "0.05115389",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2588040.00",
        "weight": "0.05044139",
        "shared": true
      },
      {
        "name": "Spotify Technology SA",
        "value": "2555475.70",
        "weight": "0.04980671",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "2541526.00",
        "weight": "0.04953483",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "2481585.00",
        "weight": "0.04836657",
        "shared": false
      },
      {
        "name": "FIRST AM-TR OB-X",
        "value": "2454866.39",
        "weight": "0.04784581",
        "shared": false
      },
      {
        "name": "Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD",
        "value": "2304369.00",
        "weight": "0.04491259",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "2214880.00",
        "weight": "0.04316843",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "2196675.00",
        "weight": "0.04281362",
        "shared": true
      },
      {
        "name": "ALIBABA GROUP HOLDING LTD SPON ADR",
        "value": "2169203.40",
        "weight": "0.04227819",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "1955085.00",
        "weight": "0.03810498",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1720179.99",
        "weight": "0.03352664",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1702620.00",
        "weight": "0.03318439",
        "shared": false
      },
      {
        "name": "GLOBAL X DEFENSE TECH ETF",
        "value": "1558480.00",
        "weight": "0.03037507",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "1370466.00",
        "weight": "0.02671064",
        "shared": false
      },
      {
        "name": "APPLOVIN CORP",
        "value": "1313400.00",
        "weight": "0.02559842",
        "shared": false
      },
      {
        "name": "NU Holdings Ltd/Cayman Islands",
        "value": "1106490.00",
        "weight": "0.02156570",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1097100.00",
        "weight": "0.02138269",
        "shared": true
      },
      {
        "name": "HEICO CORP",
        "value": "1096800.00",
        "weight": "0.02137684",
        "shared": false
      },
      {
        "name": "BLACKSTONE INC",
        "value": "1069407.00",
        "weight": "0.02084295",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "619020.00",
        "weight": "0.01206482",
        "shared": true
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "474480.00",
        "weight": "0.00924771",
        "shared": true
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "468492.00",
        "weight": "0.00913100",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ADV MICRO DEVICE",
        "value": "63139277.37",
        "weight": "0.06324154",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "54271326.59",
        "weight": "0.05435922",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "54049974.96",
        "weight": "0.05413751",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "53631115.20",
        "weight": "0.05371798",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "49314222.72",
        "weight": "0.04939409",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "48264407.94",
        "weight": "0.04834258",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "47029296.60",
        "weight": "0.04710546",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "46468377.48",
        "weight": "0.04654364",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "44262480.10",
        "weight": "0.04433417",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "42322114.52",
        "weight": "0.04239066",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "41619670.56",
        "weight": "0.04168708",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "40455833.04",
        "weight": "0.04052135",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "34387690.08",
        "weight": "0.03444338",
        "shared": false
      },
      {
        "name": "ALIBABA GROUP HOLDING LTD SPON ADR",
        "value": "33850562.76",
        "weight": "0.03390539",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "32163066.66",
        "weight": "0.03221516",
        "shared": true
      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "29979076.24",
        "weight": "0.03002763",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "29921611.16",
        "weight": "0.02997007",
        "shared": false
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "28223290.00",
        "weight": "0.02826900",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "27197447.51",
        "weight": "0.02724150",
        "shared": false
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "26647826.50",
        "weight": "0.02669099",
        "shared": true
      },
      {
        "name": "COREWEAVE INC",
        "value": "25461540.00",
        "weight": "0.02550278",
        "shared": false
      },
      {
        "name": "Nebius Group NV, Class A",
        "value": "21932401.18",
        "weight": "0.02196792",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "20981307.97",
        "weight": "0.02101529",
        "shared": true
      },
      {
        "name": "SNOWFLAKE INC CL A",
        "value": "17320090.05",
        "weight": "0.01734814",
        "shared": false
      },
      {
        "name": "IREN LTD",
        "value": "16836652.05",
        "weight": "0.01686392",
        "shared": false
      },
      {
        "name": "MONGODB INC CL A",
        "value": "16733872.62",
        "weight": "0.01676097",
        "shared": false
      },
      {
        "name": "OKLO INC",
        "value": "16657310.00",
        "weight": "0.01668429",
        "shared": false
      },
      {
        "name": "ZSCALER INC",
        "value": "13908403.08",
        "weight": "0.01393093",
        "shared": false
      },
      {
        "name": "INNODATA INC",
        "value": "9961930.31",
        "weight": "0.00997806",
        "shared": false
      },
      {
        "name": "PEGASYSTEMS INC",
        "value": "9899823.35",
        "weight": "0.00991586",
        "shared": false
      },
      {
        "name": "Short-Term Investment",
        "value": "1491029.86",
        "weight": "0.00149344",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008456",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/810695/000091047226008456/0000910472-26-008456-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-025062",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2055464/000094040026025062/0000940400-26-025062-index.htm"
    }
  ]
}