{
  "page": "compare",
  "query": {
    "a": "PWTYX",
    "b": "FDFIX"
  },
  "retrieved_at": "2026-07-07T18:15:15+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": "UBS U.S. Allocation Fund",
    "ticker": "PWTYX",
    "slug": "PWTYX",
    "series_id": "S000002487",
    "html_url": "https://fundwatcher.app/funds/PWTYX/"
  },
  "fund_b": {
    "name": "Fidelity Flex 500 Index Fund",
    "ticker": "FDFIX",
    "slug": "FDFIX",
    "series_id": "S000056363",
    "html_url": "https://fundwatcher.app/funds/FDFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3801036931786707599905378188",
    "coverage_b_by_a": "0.3801036931786707599905378188",
    "shared_count": 420,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "SPDR Bloomberg Emerging Markets Local Bond ETF",
        "value": "10283337.44",
        "weight": "0.03998339",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "10170706.00",
        "weight": "0.03954546",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "8120893.20",
        "weight": "0.03157543",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "6670105.20",
        "weight": "0.02593452",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.02328126",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "4890581.16",
        "weight": "0.01901542",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3938588.75",
        "weight": "0.01531391",
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      },
      {
        "name": "FNCL 5.5 3/25",
        "value": "3936767.50",
        "weight": "0.01530683",
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      },
      {
        "name": "ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND",
        "value": "3708366.00",
        "weight": "0.01441877",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3227936.40",
        "weight": "0.01255077",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3136383.25",
        "weight": "0.01219480",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3116115.45",
        "weight": "0.01211599",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3114858.60",
        "weight": "0.01211111",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "3063777.84",
        "weight": "0.01191250",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3026700.00",
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      },
      {
        "name": "FNCL 6 3/24",
        "value": "3025992.00",
        "weight": "0.01176558",
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      },
      {
        "name": "ISHARES RUSSELL MID-CAP ETF MUTUAL FUND",
        "value": "2968995.72",
        "weight": "0.01154397",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "2872949.99",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "2311569.00",
        "weight": "0.00898778",
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      },
      {
        "name": "FNCL 5 3/24",
        "value": "2310304.00",
        "weight": "0.00898286",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2090997.95",
        "weight": "0.00813016",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "1920933.74",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "1854397.20",
        "weight": "0.00721022",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1682484.13",
        "weight": "0.00654179",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "1665840.33",
        "weight": "0.00647707",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "1663722.56",
        "weight": "0.00646884",
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      },
      {
        "name": "WORLDCLIMATE PARI MAR26",
        "value": "1588323.70",
        "weight": "0.00617568",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1501632.78",
        "weight": "0.00583861",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488248.75",
        "weight": "0.00578657",
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      },
      {
        "name": "TESLA INC",
        "value": "1464331.38",
        "weight": "0.00569357",
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      },
      {
        "name": "GNMA II TBA 30 YR 3 JUMBOS",
        "value": "1398469.23",
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      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "1352321.10",
        "weight": "0.00525806",
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      },
      {
        "name": "FNCL UMBS 2.5 CB3049 03-01-52",
        "value": "1346018.50",
        "weight": "0.00523355",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1325189.99",
        "weight": "0.00515257",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "1301453.52",
        "weight": "0.00506028",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1297316.02",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1194567.00",
        "weight": "0.00464468",
        "shared": false
      },
      {
        "name": "REGAL REXNORD CORP",
        "value": "1162796.76",
        "weight": "0.00452115",
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      },
      {
        "name": "FR SD8146",
        "value": "1161847.54",
        "weight": "0.00451746",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1153013.10",
        "weight": "0.00448311",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1099970.76",
        "weight": "0.00427688",
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      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "1064217.44",
        "weight": "0.00413786",
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      {
        "name": "TSE TOPIX (Tokyo Price Index) Future",
        "value": "1052204.83",
        "weight": "0.00409115",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "1051119.85",
        "weight": "0.00408694",
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      },
      {
        "name": "ORACLE CORP",
        "value": "1028850.40",
        "weight": "0.00400035",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "EXPAND ENERGY CORP",
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        "weight": "0.00395526",
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      },
      {
        "name": "FN MA3990",
        "value": "1015588.30",
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      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC",
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      {
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "BROADCOM INC",
        "value": "206535071.05",
        "weight": "0.02537243",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "198970758.42",
        "weight": "0.02444317",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "193218568.92",
        "weight": "0.02373653",
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      },
      {
        "name": "TESLA INC",
        "value": "154792465.68",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "126715182.70",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "114336585.14",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "111868356.60",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "88043130.00",
        "weight": "0.01081593",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "81909855.30",
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      },
      {
        "name": "WALMART INC",
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      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "63351990.73",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "61329683.25",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "58030962.00",
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      {
        "name": "ABBVIE INC",
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      },
      {
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        "name": "PROCTER & GAMBLE",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "GENERAL ELECTRIC CO",
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        "name": "CHEVRON CORP",
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        "name": "CATERPILLAR INC",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "ADV MICRO DEVICE",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "MERCK & CO",
        "value": "42054596.26",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "40595592.00",
        "weight": "0.00498709",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "40207796.01",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "39815154.47",
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      },
      {
        "name": "RTX CORP",
        "value": "37180972.62",
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      {
        "name": "UNITEDHEALTH GRP",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "WELLS FARGO & CO",
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      {
        "name": "ORACLE CORP",
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        "name": "MCDONALDS CORP",
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      {
        "name": "LINDE PLC",
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      {
        "name": "GE VERNOVA LLC",
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      {
        "name": "PEPSICO INC",
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      {
        "name": "INTL BUS MACH CORP",
        "value": "30719015.64",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "28931732.66",
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      },
      {
        "name": "AMGEN INC",
        "value": "28601181.44",
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      {
        "name": "INTEL CORP",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "27695954.00",
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      },
      {
        "name": "MORGAN STANLEY",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040088",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/873803/000141036826040088/0001410368-26-040088-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002571",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm"
    }
  ]
}