{
  "page": "compare",
  "query": {
    "a": "MBAIX",
    "b": "DLN"
  },
  "retrieved_at": "2026-07-07T17:44:27+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": "NYLI Balanced Fund",
    "ticker": "MBAIX",
    "slug": "MBAIX",
    "series_id": "S000036714",
    "html_url": "https://fundwatcher.app/funds/MBAIX/"
  },
  "fund_b": {
    "name": "WisdomTree U.S. LargeCap Dividend Fund",
    "ticker": "DLN",
    "slug": "DLN",
    "series_id": "S000012392",
    "html_url": "https://fundwatcher.app/funds/DLN/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2045287928666181472761416487",
    "coverage_b_by_a": "0.2045287928666181472761416489",
    "shared_count": 44,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "US TREASURY N/B",
        "value": "32533242.19",
        "weight": "0.07219988",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "18626853.61",
        "weight": "0.04133792",
        "shared": false
      },
      {
        "name": "ISHARES INTERMEDIATE GOVERNMENT CREDIT BOND ETF",
        "value": "17095596.48",
        "weight": "0.03793965",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "14350963.76",
        "weight": "0.03184859",
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      },
      {
        "name": "VANGUARD RUSSELL 1000 VALUE MUTUAL FUND",
        "value": "11787926.40",
        "weight": "0.02616053",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "10512215.74",
        "weight": "0.02332939",
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      },
      {
        "name": "Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY",
        "value": "10141489.30",
        "weight": "0.02250665",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "8919562.50",
        "weight": "0.01979487",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "8680957.08",
        "weight": "0.01926534",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "8672070.31",
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      },
      {
        "name": "MERCK & CO",
        "value": "7199638.57",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "5775708.40",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5387421.88",
        "weight": "0.01195612",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "5235037.85",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "5234974.05",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "5091367.24",
        "weight": "0.01129909",
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      },
      {
        "name": "PFIZER INC",
        "value": "5056861.52",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "4940352.80",
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      },
      {
        "name": "M&T BANK CORP",
        "value": "4921955.98",
        "weight": "0.01092312",
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      },
      {
        "name": "ACCENTURE PLC CL A",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "4698901.90",
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      },
      {
        "name": "SEMPRA ENERGY",
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      },
      {
        "name": "AMDOCS LTD",
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      },
      {
        "name": "EMERSON ELECTRIC CO",
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      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "4425164.95",
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      },
      {
        "name": "T-MOBILE US INC",
        "value": "4412179.33",
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      },
      {
        "name": "METLIFE INC",
        "value": "4364351.52",
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      },
      {
        "name": "CHUBB LTD",
        "value": "4307836.96",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "4277728.00",
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      },
      {
        "name": "ARCHER DANIELS MIDLAND CO",
        "value": "4274454.24",
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      {
        "name": "ANTERO RESOURCES",
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      {
        "name": "CONOCOPHILLIPS",
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      {
        "name": "MARSH & MCLENNAN",
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      {
        "name": "Industria de Diseno Textil, S.A. ADR",
        "value": "4207345.52",
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      },
      {
        "name": "PACCAR INC",
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      },
      {
        "name": "US FOODS HOLDING CORP",
        "value": "4177906.06",
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      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "4168422.00",
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      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "4150748.16",
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      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "4131947.82",
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      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "4103484.84",
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      {
        "name": "F5 INC",
        "value": "4020874.29",
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      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
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      {
        "name": "JOHNSON CONTROLS INTERNATIONAL PLC",
        "value": "3982687.70",
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      {
        "name": "CROWN CASTLE INC",
        "value": "3973293.70",
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      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "3937603.13",
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      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
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      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "3892547.82",
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      },
      {
        "name": "DICKS SPORTING GOODS INC",
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      {
        "name": "ATMOS ENERGY CORP",
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      {
        "name": "KEURIG DR PEPPER INC",
        "value": "3785951.68",
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    ],
    "b_top": [
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      {
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        "name": "EXXON MOBIL CORP",
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      {
        "name": "CHEVRON CORP",
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        "name": "BROADCOM INC",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      {
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        "name": "PROCTER & GAMBLE",
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      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
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      {
        "name": "AT&T INC",
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      {
        "name": "MORGAN STANLEY",
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      {
        "name": "ALPHABET INC CL A",
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      {
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        "name": "BANK OF AMERICA CORPORATION",
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      {
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        "name": "META PLATFORMS INC CL A",
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        "name": "GILEAD SCIENCES INC",
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      {
        "name": "INTL BUS MACH CORP",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "CONOCOPHILLIPS",
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      {
        "name": "TEXAS INSTRUMENTS INC",
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      {
        "name": "MCDONALDS CORP",
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        "name": "BRISTOL-MYERS SQUIBB CO",
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        "name": "NEXTERA ENERGY INC",
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        "name": "T-MOBILE US INC",
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      {
        "name": "DUKE ENERGY CORP NEW",
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      {
        "name": "COMCAST CORP CL A",
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        "name": "LOCKHEED MARTIN CORP",
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        "name": "RTX CORP",
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      {
        "name": "ORACLE CORP",
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      {
        "name": "PROLOGIS INC REIT",
        "value": "31088339.46",
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      },
      {
        "name": "SOUTHERN CO",
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      },
      {
        "name": "HONEYWELL INTL INC",
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      },
      {
        "name": "UNION PACIFIC CORP",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-006910",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1469192/000207169126006910/0002071691-26-006910-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-023283",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1350487/000094040026023283/0000940400-26-023283-index.htm"
    }
  ]
}