{
  "page": "compare",
  "query": {
    "a": "OFVIX",
    "b": "FTA"
  },
  "retrieved_at": "2026-07-07T17:29:23+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": "O'Shaughnessy Market Leaders Value Fund",
    "ticker": "OFVIX",
    "slug": "OFVIX",
    "series_id": "S000052915",
    "html_url": "https://fundwatcher.app/funds/OFVIX/"
  },
  "fund_b": {
    "name": "First Trust Large Cap Value AlphaDEX Fund",
    "ticker": "FTA",
    "slug": "FTA",
    "series_id": "S000017340",
    "html_url": "https://fundwatcher.app/funds/FTA/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2494336719558176903871603368",
    "coverage_b_by_a": "0.2494336719558176903871603366",
    "shared_count": 42,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "GENERAL MOTORS CO",
        "value": "12927516.00",
        "weight": "0.04866085",
        "shared": true
      },
      {
        "name": "TAPESTRY INC",
        "value": "12716255.09",
        "weight": "0.04786563",
        "shared": false
      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "12540726.68",
        "weight": "0.04720492",
        "shared": false
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "12365703.21",
        "weight": "0.04654611",
        "shared": true
      },
      {
        "name": "METLIFE INC",
        "value": "11116400.64",
        "weight": "0.04184357",
        "shared": true
      },
      {
        "name": "SYNCHRONY FINANCIAL",
        "value": "10742921.19",
        "weight": "0.04043775",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "9076481.22",
        "weight": "0.03416505",
        "shared": false
      },
      {
        "name": "KRAFT HEINZ CO/T",
        "value": "8710538.36",
        "weight": "0.03278760",
        "shared": false
      },
      {
        "name": "JABIL INC",
        "value": "8350036.76",
        "weight": "0.03143062",
        "shared": false
      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "7714323.75",
        "weight": "0.02903771",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7213750.25",
        "weight": "0.02715349",
        "shared": true
      },
      {
        "name": "DR HORTON INC",
        "value": "6853933.16",
        "weight": "0.02579909",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "5910082.88",
        "weight": "0.02224632",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "5739697.40",
        "weight": "0.02160497",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "5659878.60",
        "weight": "0.02130452",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "5361409.14",
        "weight": "0.02018104",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "5330884.46",
        "weight": "0.02006614",
        "shared": true
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "5066923.35",
        "weight": "0.01907256",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "5000252.40",
        "weight": "0.01882160",
        "shared": true
      },
      {
        "name": "M&T BANK CORP",
        "value": "4993523.09",
        "weight": "0.01879627",
        "shared": true
      },
      {
        "name": "RELIANCE STEEL and ALUMINUM CO",
        "value": "4466043.00",
        "weight": "0.01681076",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4377037.00",
        "weight": "0.01647573",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4293186.80",
        "weight": "0.01616011",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "4231670.52",
        "weight": "0.01592856",
        "shared": true
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "4191033.00",
        "weight": "0.01577559",
        "shared": true
      },
      {
        "name": "EXPEDIA INC",
        "value": "3960682.20",
        "weight": "0.01490852",
        "shared": false
      },
      {
        "name": "PRINCIPAL FINL GROUP INC",
        "value": "3931732.48",
        "weight": "0.01479955",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "3870298.08",
        "weight": "0.01456830",
        "shared": true
      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "3831511.42",
        "weight": "0.01442231",
        "shared": true
      },
      {
        "name": "STATE STREET CORP",
        "value": "3830926.50",
        "weight": "0.01442010",
        "shared": true
      },
      {
        "name": "TWILIO INC CLASS A",
        "value": "3695712.80",
        "weight": "0.01391114",
        "shared": false
      },
      {
        "name": "GENERAL MILLS INC",
        "value": "3666937.68",
        "weight": "0.01380283",
        "shared": true
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "3619923.84",
        "weight": "0.01362586",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "3416852.67",
        "weight": "0.01286148",
        "shared": true
      },
      {
        "name": "CARLISLE COS INC",
        "value": "3396968.85",
        "weight": "0.01278663",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "3028130.70",
        "weight": "0.01139828",
        "shared": true
      },
      {
        "name": "DEVON ENERGY CORP",
        "value": "2877749.28",
        "weight": "0.01083222",
        "shared": true
      },
      {
        "name": "HP INC",
        "value": "2836451.52",
        "weight": "0.01067677",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "2710628.18",
        "weight": "0.01020316",
        "shared": true
      },
      {
        "name": "NUCOR CORP",
        "value": "2518470.12",
        "weight": "0.00947985",
        "shared": true
      },
      {
        "name": "VERISIGN INC",
        "value": "2505311.34",
        "weight": "0.00943032",
        "shared": false
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "2457726.00",
        "weight": "0.00925120",
        "shared": true
      },
      {
        "name": "PHILLIPS 66",
        "value": "2429896.56",
        "weight": "0.00914645",
        "shared": true
      },
      {
        "name": "AFLAC INC",
        "value": "2347036.30",
        "weight": "0.00883455",
        "shared": true
      },
      {
        "name": "LYONDELLBASELL INDS CLASS A",
        "value": "2245082.00",
        "weight": "0.00845078",
        "shared": false
      },
      {
        "name": "APTIV PLC",
        "value": "2095472.25",
        "weight": "0.00788763",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "1867902.00",
        "weight": "0.00703103",
        "shared": false
      },
      {
        "name": "DOLLAR TREE INC",
        "value": "1805006.50",
        "weight": "0.00679428",
        "shared": true
      },
      {
        "name": "SOUTHWEST AIRLINES CO",
        "value": "1582463.52",
        "weight": "0.00595660",
        "shared": true
      },
      {
        "name": "NVR INC",
        "value": "1504238.81",
        "weight": "0.00566215",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "14553526.46",
        "weight": "0.01119874",
        "shared": false
      },
      {
        "name": "SUPER MICRO COMPUTER INC",
        "value": "13620320.80",
        "weight": "0.01048066",
        "shared": false
      },
      {
        "name": "T ROWE PRICE GRP",
        "value": "12918641.60",
        "weight": "0.00994072",
        "shared": false
      },
      {
        "name": "FISERV INC",
        "value": "12708301.90",
        "weight": "0.00977887",
        "shared": false
      },
      {
        "name": "DR HORTON INC",
        "value": "12691449.82",
        "weight": "0.00976590",
        "shared": true
      },
      {
        "name": "SYNCHRONY FINANCIAL",
        "value": "12679908.60",
        "weight": "0.00975702",
        "shared": true
      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "12547484.86",
        "weight": "0.00965512",
        "shared": true
      },
      {
        "name": "HUMANA INC",
        "value": "12347606.12",
        "weight": "0.00950132",
        "shared": false
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "12329890.56",
        "weight": "0.00948769",
        "shared": true
      },
      {
        "name": "ANNALY CAPITAL MGMT INC REIT",
        "value": "12255324.30",
        "weight": "0.00943031",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "12184400.00",
        "weight": "0.00937573",
        "shared": false
      },
      {
        "name": "GLOBAL PAYMENTS INC",
        "value": "12102448.68",
        "weight": "0.00931267",
        "shared": false
      },
      {
        "name": "VICI PROPERTIES",
        "value": "12097676.80",
        "weight": "0.00930900",
        "shared": false
      },
      {
        "name": "NUCOR CORP",
        "value": "12064054.21",
        "weight": "0.00928313",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "11860223.40",
        "weight": "0.00912628",
        "shared": false
      },
      {
        "name": "PULTEGROUP INC",
        "value": "11775804.04",
        "weight": "0.00906132",
        "shared": false
      },
      {
        "name": "LENNAR CORP CL A",
        "value": "11769882.60",
        "weight": "0.00905677",
        "shared": false
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "11681820.81",
        "weight": "0.00898901",
        "shared": true
      },
      {
        "name": "DELTA AIR LI",
        "value": "11575909.41",
        "weight": "0.00890751",
        "shared": false
      },
      {
        "name": "DEVON ENERGY CORP",
        "value": "11554910.95",
        "weight": "0.00889135",
        "shared": true
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "11487702.40",
        "weight": "0.00883963",
        "shared": false
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "11450997.00",
        "weight": "0.00881139",
        "shared": false
      },
      {
        "name": "MCCORMICK-N/V",
        "value": "11408496.00",
        "weight": "0.00877869",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "11251042.00",
        "weight": "0.00865753",
        "shared": true
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "11138439.82",
        "weight": "0.00857088",
        "shared": false
      },
      {
        "name": "UNITED AIRLINES HOLDINGS INC",
        "value": "11064420.00",
        "weight": "0.00851392",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "11005647.01",
        "weight": "0.00846870",
        "shared": true
      },
      {
        "name": "STATE STREET CORP",
        "value": "10935243.48",
        "weight": "0.00841452",
        "shared": true
      },
      {
        "name": "SMURFIT WESTROCK PLC",
        "value": "10904103.65",
        "weight": "0.00839056",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "10785383.44",
        "weight": "0.00829921",
        "shared": false
      },
      {
        "name": "EDISON INTL",
        "value": "10748087.79",
        "weight": "0.00827051",
        "shared": false
      },
      {
        "name": "GENERAL MILLS INC",
        "value": "10737947.55",
        "weight": "0.00826271",
        "shared": true
      },
      {
        "name": "PG&E CORP",
        "value": "10706786.82",
        "weight": "0.00823873",
        "shared": false
      },
      {
        "name": "EQT CORPORATION",
        "value": "10685588.48",
        "weight": "0.00822242",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "10660384.80",
        "weight": "0.00820302",
        "shared": true
      },
      {
        "name": "EXPAND ENERGY CORP",
        "value": "10531971.45",
        "weight": "0.00810421",
        "shared": false
      },
      {
        "name": "INVITATION HOMES INC",
        "value": "10483413.99",
        "weight": "0.00806685",
        "shared": false
      },
      {
        "name": "MARKEL GROUP INC",
        "value": "10482387.58",
        "weight": "0.00806606",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "10253350.13",
        "weight": "0.00788982",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "10202144.94",
        "weight": "0.00785041",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "10144264.00",
        "weight": "0.00780588",
        "shared": true
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "10144239.00",
        "weight": "0.00780586",
        "shared": false
      },
      {
        "name": "KEURIG DR PEPPER INC",
        "value": "10110807.00",
        "weight": "0.00778013",
        "shared": false
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "10014169.60",
        "weight": "0.00770577",
        "shared": true
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "10008697.30",
        "weight": "0.00770156",
        "shared": false
      },
      {
        "name": "TEXTRON INC",
        "value": "9923799.36",
        "weight": "0.00763623",
        "shared": false
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "9897428.50",
        "weight": "0.00761594",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "9864562.66",
        "weight": "0.00759065",
        "shared": false
      },
      {
        "name": "COGNIZANT TECH SOLUTIONS CL A",
        "value": "9759785.50",
        "weight": "0.00751002",
        "shared": false
      },
      {
        "name": "TARGET CORP",
        "value": "9693752.25",
        "weight": "0.00745921",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-109795",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000119312526109795/0001193125-26-109795-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-025132",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1383496/000094040026025132/0000940400-26-025132-index.htm"
    }
  ]
}