{
  "page": "compare",
  "query": {
    "a": "LGCF",
    "b": "MNDFX"
  },
  "retrieved_at": "2026-07-07T17:44:41+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": "Themes US Cash Flow Champions ETF",
    "ticker": "LGCF",
    "slug": "LGCF",
    "series_id": "S000081030",
    "html_url": "https://fundwatcher.app/funds/LGCF/"
  },
  "fund_b": {
    "name": "Disciplined Value Series",
    "ticker": "MNDFX",
    "slug": "MNDFX",
    "series_id": "S000023800",
    "html_url": "https://fundwatcher.app/funds/MNDFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3666560106610013205079278666",
    "coverage_b_by_a": "0.3666560106610013205079278665",
    "shared_count": 33,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "EXXON MOBIL CORP",
        "value": "216316.50",
        "weight": "0.06960847",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "208762.10",
        "weight": "0.06717754",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "146153.28",
        "weight": "0.04703066",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "138843.52",
        "weight": "0.04467845",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "137050.38",
        "weight": "0.04410143",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "130082.74",
        "weight": "0.04185932",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "91705.46",
        "weight": "0.02950989",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "87719.20",
        "weight": "0.02822716",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "87516.00",
        "weight": "0.02816177",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "86177.52",
        "weight": "0.02773106",
        "shared": true
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "76821.24",
        "weight": "0.02472030",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "73018.26",
        "weight": "0.02349654",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "65502.00",
        "weight": "0.02107788",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "64208.21",
        "weight": "0.02066156",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "62243.75",
        "weight": "0.02002941",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "61478.91",
        "weight": "0.01978329",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "61454.40",
        "weight": "0.01977541",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "58863.08",
        "weight": "0.01894155",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "56415.15",
        "weight": "0.01815383",
        "shared": true
      },
      {
        "name": "APPLOVIN CORP",
        "value": "53730.00",
        "weight": "0.01728977",
        "shared": false
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "43225.50",
        "weight": "0.01390953",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "41925.30",
        "weight": "0.01349114",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "41451.97",
        "weight": "0.01333883",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "40949.92",
        "weight": "0.01317727",
        "shared": false
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "40521.12",
        "weight": "0.01303929",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "39312.98",
        "weight": "0.01265052",
        "shared": true
      },
      {
        "name": "PHILLIPS 66",
        "value": "38986.52",
        "weight": "0.01254547",
        "shared": false
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "37078.25",
        "weight": "0.01193141",
        "shared": true
      },
      {
        "name": "ROYAL CARIBBEAN CRUISES LTD",
        "value": "35773.40",
        "weight": "0.01151152",
        "shared": false
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "34709.92",
        "weight": "0.01116930",
        "shared": true
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "32632.40",
        "weight": "0.01050078",
        "shared": false
      },
      {
        "name": "ONEOK INC",
        "value": "31907.67",
        "weight": "0.01026757",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "28820.26",
        "weight": "0.00927407",
        "shared": true
      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "27781.60",
        "weight": "0.00893984",
        "shared": false
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "26585.00",
        "weight": "0.00855479",
        "shared": true
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "24958.08",
        "weight": "0.00803126",
        "shared": false
      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "24107.59",
        "weight": "0.00775758",
        "shared": false
      },
      {
        "name": "CARVANA CO CL A",
        "value": "22635.36",
        "weight": "0.00728383",
        "shared": false
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "22220.00",
        "weight": "0.00715017",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "22048.25",
        "weight": "0.00709491",
        "shared": false
      },
      {
        "name": "EBAY INC",
        "value": "22026.84",
        "weight": "0.00708802",
        "shared": false
      },
      {
        "name": "DELTA AIR LI",
        "value": "21938.40",
        "weight": "0.00705956",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "20862.40",
        "weight": "0.00671331",
        "shared": false
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "20149.27",
        "weight": "0.00648383",
        "shared": true
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "19965.92",
        "weight": "0.00642483",
        "shared": false
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "19581.21",
        "weight": "0.00630104",
        "shared": false
      },
      {
        "name": "ARCHER DANIELS MIDLAND CO",
        "value": "18390.57",
        "weight": "0.00591790",
        "shared": false
      },
      {
        "name": "M&T BANK CORP",
        "value": "17157.76",
        "weight": "0.00552119",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "16261.00",
        "weight": "0.00523263",
        "shared": true
      },
      {
        "name": "COGNIZANT TECH SOLUTIONS CL A",
        "value": "15889.65",
        "weight": "0.00511313",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "MERCK & CO",
        "value": "5234635.10",
        "weight": "0.03546682",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "5026302.16",
        "weight": "0.03405528",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "4898306.52",
        "weight": "0.03318805",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "4667822.94",
        "weight": "0.03162643",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4473100.72",
        "weight": "0.03030711",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "3771201.32",
        "weight": "0.02555145",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "3713025.60",
        "weight": "0.02515729",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3667458.00",
        "weight": "0.02484855",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "3187336.95",
        "weight": "0.02159553",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "2920975.36",
        "weight": "0.01979082",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "2795560.53",
        "weight": "0.01894108",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "2759850.33",
        "weight": "0.01869913",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "2566296.00",
        "weight": "0.01738772",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2502707.70",
        "weight": "0.01695688",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "2488337.22",
        "weight": "0.01685951",
        "shared": true
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2380971.00",
        "weight": "0.01613206",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "2373488.64",
        "weight": "0.01608137",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "2341755.63",
        "weight": "0.01586636",
        "shared": true
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "2243086.78",
        "weight": "0.01519784",
        "shared": false
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "2120417.86",
        "weight": "0.01436671",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "1997170.00",
        "weight": "0.01353165",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "1950560.28",
        "weight": "0.01321585",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "1921764.60",
        "weight": "0.01302075",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "1892522.70",
        "weight": "0.01282262",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "1847832.48",
        "weight": "0.01251983",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "1777505.49",
        "weight": "0.01204334",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1690318.89",
        "weight": "0.01145261",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1688277.41",
        "weight": "0.01143878",
        "shared": false
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "1644490.68",
        "weight": "0.01114211",
        "shared": false
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "1615971.50",
        "weight": "0.01094888",
        "shared": true
      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "1598592.28",
        "weight": "0.01083112",
        "shared": false
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "1458257.79",
        "weight": "0.00988030",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1453111.70",
        "weight": "0.00984543",
        "shared": false
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "1364759.28",
        "weight": "0.00924681",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "1354784.40",
        "weight": "0.00917923",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "1333217.88",
        "weight": "0.00903310",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "1291614.12",
        "weight": "0.00875122",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1271706.48",
        "weight": "0.00861634",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1253172.69",
        "weight": "0.00849076",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1227081.60",
        "weight": "0.00831399",
        "shared": false
      },
      {
        "name": "COTERRA ENERGY INC",
        "value": "1168619.13",
        "weight": "0.00791788",
        "shared": true
      },
      {
        "name": "LAS VEGAS SANDS CORP",
        "value": "1149158.23",
        "weight": "0.00778602",
        "shared": false
      },
      {
        "name": "HALLIBURTON CO",
        "value": "1131398.10",
        "weight": "0.00766569",
        "shared": false
      },
      {
        "name": "HUNTINGTON BANCSHARES INC",
        "value": "1120992.60",
        "weight": "0.00759519",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1112294.58",
        "weight": "0.00753626",
        "shared": false
      },
      {
        "name": "KROGER CO",
        "value": "1105933.29",
        "weight": "0.00749316",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "1085583.36",
        "weight": "0.00735528",
        "shared": false
      },
      {
        "name": "COGNIZANT TECH SOLUTIONS CL A",
        "value": "1074187.40",
        "weight": "0.00727806",
        "shared": true
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "1072036.24",
        "weight": "0.00726349",
        "shared": false
      },
      {
        "name": "DEVON ENERGY CORP",
        "value": "1058119.26",
        "weight": "0.00716920",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-015972",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1976322/000089418926015972/0000894189-26-015972-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-025011",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/751173/000094040026025011/0000940400-26-025011-index.htm"
    }
  ]
}