{
  "page": "compare",
  "query": {
    "a": "IOLZX",
    "b": "IYG"
  },
  "retrieved_at": "2026-07-07T15:25:40+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": "ICON EQUITY FUND",
    "ticker": "IOLZX",
    "slug": "IOLZX",
    "series_id": "S000067900",
    "html_url": "https://fundwatcher.app/funds/IOLZX/"
  },
  "fund_b": {
    "name": "iShares U.S. Financial Services ETF",
    "ticker": "IYG",
    "slug": "IYG",
    "series_id": "S000004322",
    "html_url": "https://fundwatcher.app/funds/IYG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1056422189549389702409123398",
    "coverage_b_by_a": "0.1056422189549389702409123397",
    "shared_count": 6,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "SEAGATE TECHNOLO",
        "value": "3756978.40",
        "weight": "0.07931333",
        "shared": false
      },
      {
        "name": "CENTURY ALUMINUM COMPANY",
        "value": "2828858.00",
        "weight": "0.05971984",
        "shared": false
      },
      {
        "name": "KAISER ALUMINUM",
        "value": "2542761.00",
        "weight": "0.05368006",
        "shared": false
      },
      {
        "name": "ARMSTRONG WORLD INDUSTRIES INC",
        "value": "2109440.00",
        "weight": "0.04453225",
        "shared": false
      },
      {
        "name": "HORACE MANN EDUCATORS CORP",
        "value": "2082784.00",
        "weight": "0.04396952",
        "shared": false
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "2045644.00",
        "weight": "0.04318546",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2014996.00",
        "weight": "0.04253845",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "1797427.00",
        "weight": "0.03794536",
        "shared": true
      },
      {
        "name": "DELTA AIR LI",
        "value": "1788312.00",
        "weight": "0.03775294",
        "shared": false
      },
      {
        "name": "DOUGLAS DYNAMICS INC",
        "value": "1715167.50",
        "weight": "0.03620879",
        "shared": false
      },
      {
        "name": "LINCOLN NATL CRP",
        "value": "1700450.00",
        "weight": "0.03589809",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "1657838.00",
        "weight": "0.03499851",
        "shared": false
      },
      {
        "name": "MSC INDUSTRIAL DIRECT CO CL A",
        "value": "1637792.50",
        "weight": "0.03457533",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1583790.00",
        "weight": "0.03343529",
        "shared": true
      },
      {
        "name": "MAGNA INTL",
        "value": "1512451.00",
        "weight": "0.03192925",
        "shared": false
      },
      {
        "name": "CHEMOURS CO/ THE",
        "value": "1449574.00",
        "weight": "0.03060186",
        "shared": false
      },
      {
        "name": "STANLEY BLACK and DECKER INC",
        "value": "1364352.00",
        "weight": "0.02880275",
        "shared": false
      },
      {
        "name": "LAZARD INC CL A",
        "value": "1342368.00",
        "weight": "0.02833864",
        "shared": true
      },
      {
        "name": "GILDAN ACTIVEWEAR INC",
        "value": "1313340.00",
        "weight": "0.02772584",
        "shared": false
      },
      {
        "name": "ALAMO GROUP INC",
        "value": "1220778.00",
        "weight": "0.02577177",
        "shared": false
      },
      {
        "name": "EXTREME NETWORKS INC",
        "value": "1206400.00",
        "weight": "0.02546823",
        "shared": false
      },
      {
        "name": "Vodafone Group Public Limited Company",
        "value": "1183576.00",
        "weight": "0.02498640",
        "shared": false
      },
      {
        "name": "INTL PAPER CO",
        "value": "1131690.00",
        "weight": "0.02389103",
        "shared": false
      },
      {
        "name": "RH",
        "value": "887857.00",
        "weight": "0.01874349",
        "shared": false
      },
      {
        "name": "SOUTHWEST AIRLINES CO",
        "value": "841568.00",
        "weight": "0.01776629",
        "shared": false
      },
      {
        "name": "GLOBAL PAYMENTS INC",
        "value": "796630.10",
        "weight": "0.01681761",
        "shared": false
      },
      {
        "name": "EURONET WORLDWIDE INC",
        "value": "775400.71",
        "weight": "0.01636943",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "713014.82",
        "weight": "0.01505241",
        "shared": true
      },
      {
        "name": "SYNAPTICS INC",
        "value": "693396.00",
        "weight": "0.01463824",
        "shared": false
      },
      {
        "name": "CEVA INC",
        "value": "551060.00",
        "weight": "0.01163339",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "436000.00",
        "weight": "0.00920437",
        "shared": false
      },
      {
        "name": "Direxion Small Cap Bull 3X Shares",
        "value": "372898.50",
        "weight": "0.00787224",
        "shared": false
      },
      {
        "name": "iShares Trust MSCI ACWI ETF",
        "value": "207555.00",
        "weight": "0.00438168",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "106668.69",
        "weight": "0.00225188",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "BERKSHIRE HATH-B",
        "value": "261788419.23",
        "weight": "0.12698211",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "247254251.79",
        "weight": "0.11993222",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "161372964.09",
        "weight": "0.07827497",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "131250860.37",
        "weight": "0.06366405",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "106125275.20",
        "weight": "0.05147673",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "84323106.50",
        "weight": "0.04090145",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "83325387.39",
        "weight": "0.04041750",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "65644942.40",
        "weight": "0.03184149",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "61511088.87",
        "weight": "0.02983634",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "56149280.46",
        "weight": "0.02723556",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "51562817.76",
        "weight": "0.02501087",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "48555624.42",
        "weight": "0.02355221",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "47947697.94",
        "weight": "0.02325733",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "41298079.48",
        "weight": "0.02003189",
        "shared": false
      },
      {
        "name": "BLACKSTONE INC",
        "value": "31216897.38",
        "weight": "0.01514195",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "30999950.64",
        "weight": "0.01503672",
        "shared": false
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "29508539.12",
        "weight": "0.01431330",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "26095731.20",
        "weight": "0.01265790",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "26009397.73",
        "weight": "0.01261602",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "24934725.76",
        "weight": "0.01209474",
        "shared": false
      },
      {
        "name": "MOODYS CORP",
        "value": "23516238.28",
        "weight": "0.01140670",
        "shared": false
      },
      {
        "name": "KKR & CO INC",
        "value": "23307097.58",
        "weight": "0.01130525",
        "shared": false
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "23196845.88",
        "weight": "0.01125178",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "19618529.70",
        "weight": "0.00951609",
        "shared": true
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "18646974.92",
        "weight": "0.00904483",
        "shared": false
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "14306882.22",
        "weight": "0.00693964",
        "shared": false
      },
      {
        "name": "MSCI INC",
        "value": "13622768.42",
        "weight": "0.00660781",
        "shared": false
      },
      {
        "name": "COINBASE GLOBAL INC",
        "value": "13199477.20",
        "weight": "0.00640249",
        "shared": false
      },
      {
        "name": "NASDAQ INC",
        "value": "12949542.28",
        "weight": "0.00628126",
        "shared": false
      },
      {
        "name": "STATE STREET CORP",
        "value": "10946700.72",
        "weight": "0.00530977",
        "shared": false
      },
      {
        "name": "M&T BANK CORP",
        "value": "10208837.75",
        "weight": "0.00495186",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "9966209.22",
        "weight": "0.00483417",
        "shared": false
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "9880715.52",
        "weight": "0.00479270",
        "shared": false
      },
      {
        "name": "ARES MANAGEMENT CORP CL A",
        "value": "9153966.87",
        "weight": "0.00444019",
        "shared": false
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "8737670.66",
        "weight": "0.00423826",
        "shared": false
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "8654688.00",
        "weight": "0.00419801",
        "shared": true
      },
      {
        "name": "SOFI TECHNOLOGIES INC A",
        "value": "8495561.69",
        "weight": "0.00412083",
        "shared": false
      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "8451910.23",
        "weight": "0.00409965",
        "shared": false
      },
      {
        "name": "HUNTINGTON BANCSHARES INC",
        "value": "8258128.84",
        "weight": "0.00400566",
        "shared": false
      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "8256884.06",
        "weight": "0.00400505",
        "shared": false
      },
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "8034547.54",
        "weight": "0.00389721",
        "shared": false
      },
      {
        "name": "SYNCHRONY FINANCIAL",
        "value": "7839319.05",
        "weight": "0.00380251",
        "shared": false
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "7516105.50",
        "weight": "0.00364573",
        "shared": false
      },
      {
        "name": "T ROWE PRICE GRP",
        "value": "6905870.96",
        "weight": "0.00334974",
        "shared": false
      },
      {
        "name": "FIRST CITIZENS BANCSHARES INC CL A",
        "value": "6179736.02",
        "weight": "0.00299752",
        "shared": false
      },
      {
        "name": "KEYCORP",
        "value": "5885246.56",
        "weight": "0.00285468",
        "shared": false
      },
      {
        "name": "ROCKET COS INC-A",
        "value": "5157994.82",
        "weight": "0.00250192",
        "shared": false
      },
      {
        "name": "EAST WEST BNCRP",
        "value": "4625550.36",
        "weight": "0.00224365",
        "shared": false
      },
      {
        "name": "CARLYLE GROUP INC (THE)",
        "value": "4541048.90",
        "weight": "0.00220266",
        "shared": false
      },
      {
        "name": "PINNACLE FINANCIAL PARTNERS INC",
        "value": "4234738.06",
        "weight": "0.00205409",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002000324-26-002231",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/836267/000200032426002231/0002000324-26-002231-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-001902",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000100472626001902/0001004726-26-001902-index.htm"
    }
  ]
}