{
  "page": "compare",
  "query": {
    "a": "QLV",
    "b": "UPSD"
  },
  "retrieved_at": "2026-07-07T18:31:28+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": "FlexShares US Quality Low Volatility Index Fund",
    "ticker": "QLV",
    "slug": "QLV",
    "series_id": "S000065837",
    "html_url": "https://fundwatcher.app/funds/QLV/"
  },
  "fund_b": {
    "name": "Aptus Large Cap Upside ETF",
    "ticker": "UPSD",
    "slug": "UPSD",
    "series_id": "S000088187",
    "html_url": "https://fundwatcher.app/funds/UPSD/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4222630199761538362822123821",
    "coverage_b_by_a": "0.4222630199761538362822123821",
    "shared_count": 44,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "8968966.38",
        "weight": "0.06214609",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "8396248.77",
        "weight": "0.05817773",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "7297615.52",
        "weight": "0.05056528",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "6103935.00",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3968633.73",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3407033.00",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "3050948.40",
        "weight": "0.02114006",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "2822630.50",
        "weight": "0.01955805",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2695292.77",
        "weight": "0.01867572",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2670200.00",
        "weight": "0.01850185",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "2592875.00",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "2592535.10",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "2513385.00",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2426171.37",
        "weight": "0.01681098",
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      },
      {
        "name": "ABBVIE INC",
        "value": "2360783.86",
        "weight": "0.01635790",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "2085628.44",
        "weight": "0.01445135",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "1973672.80",
        "weight": "0.01367561",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1952302.51",
        "weight": "0.01352753",
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      },
      {
        "name": "BROADCOM INC",
        "value": "1936779.80",
        "weight": "0.01341997",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "1743725.92",
        "weight": "0.01208230",
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      },
      {
        "name": "MERCK & CO",
        "value": "1742266.00",
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      },
      {
        "name": "NEWMONT CORP",
        "value": "1633119.60",
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      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "1429702.50",
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      },
      {
        "name": "TJX COS INC",
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        "weight": "0.00984058",
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      },
      {
        "name": "TELEDYNE TECHNOLOGIES INC",
        "value": "1372103.60",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "1275861.06",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1236677.85",
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      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1226048.40",
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      },
      {
        "name": "HERSHEY CO/THE",
        "value": "1215434.75",
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      },
      {
        "name": "PEPSICO INC",
        "value": "1213677.00",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "1206488.79",
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      {
        "name": "CONSOLIDATED EDISON INC",
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      {
        "name": "T-MOBILE US INC",
        "value": "1168469.25",
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      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "1152995.52",
        "weight": "0.00798912",
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      {
        "name": "AT&T INC",
        "value": "1149177.45",
        "weight": "0.00796267",
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      },
      {
        "name": "AMDOCS LTD",
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      {
        "name": "APPLIED INDU TEC",
        "value": "1131481.45",
        "weight": "0.00784005",
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      {
        "name": "ASSURANT INC",
        "value": "1128736.20",
        "weight": "0.00782103",
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      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "1108152.75",
        "weight": "0.00767841",
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      },
      {
        "name": "DTE ENERGY CO",
        "value": "1104066.08",
        "weight": "0.00765009",
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      },
      {
        "name": "WILLIS TOWERS WATSON PLC",
        "value": "1103525.72",
        "weight": "0.00764635",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1093770.80",
        "weight": "0.00757875",
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      {
        "name": "CHEMED CORP",
        "value": "1046065.86",
        "weight": "0.00724821",
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      {
        "name": "CHECK POINT SOFTWARE TECHS LTD",
        "value": "1006871.59",
        "weight": "0.00697663",
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      },
      {
        "name": "CHUBB LTD",
        "value": "1002974.40",
        "weight": "0.00694962",
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      },
      {
        "name": "QUALYS INC",
        "value": "989909.50",
        "weight": "0.00685910",
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      },
      {
        "name": "CAL-MAINE FOODS INC",
        "value": "989830.50",
        "weight": "0.00685855",
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      },
      {
        "name": "WILLIAMS COS INC",
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    ],
    "b_top": [
      {
        "name": "FIRST AM-TR OB-X",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "NVIDIA CORP",
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      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "4232777.53",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "4041713.97",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "1564602.00",
        "weight": "0.01625498",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1543696.80",
        "weight": "0.01603779",
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      },
      {
        "name": "CENCORA INC",
        "value": "1361803.02",
        "weight": "0.01414806",
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      },
      {
        "name": "MCKESSON CORP",
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      },
      {
        "name": "CME GROUP INC CL A",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1145340.00",
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      },
      {
        "name": "DOLLAR GENERAL CORP",
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        "weight": "0.01171834",
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      {
        "name": "MONSTER BEVERAGE CORP",
        "value": "1084445.28",
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      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "1070047.22",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "WELLTOWER INC",
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      {
        "name": "ROLLINS INC",
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      {
        "name": "GILEAD SCIENCES INC",
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      {
        "name": "COCA-COLA CO/THE",
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        "name": "WR BERKLEY CORP",
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        "name": "CHUBB LTD",
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      {
        "name": "META PLATFORMS INC CL A",
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        "name": "HERSHEY CO/THE",
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        "name": "SYSCO CORP",
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        "name": "ROCKET COS INC-A",
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      },
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        "name": "TJX COS INC",
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        "name": "MERCADOLIBRE INC",
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      {
        "name": "AT&T INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "PPL CORPORATION",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "881235.90",
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      },
      {
        "name": "REPUBLIC SVCS",
        "value": "878427.56",
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      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "867402.72",
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      },
      {
        "name": "WW GRAINGER INC",
        "value": "860712.18",
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      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "858025.87",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
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      },
      {
        "name": "CHURCH & DWIGHT",
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      },
      {
        "name": "ALTRIA GROUP INC",
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      },
      {
        "name": "ENTERGY CORP",
        "value": "839133.39",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "830757.15",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "818778.02",
        "weight": "0.00850646",
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      },
      {
        "name": "BROADCOM INC",
        "value": "817648.40",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "ABBVIE INC",
        "value": "805289.11",
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      },
      {
        "name": "LEIDOS HOLDINGS INC",
        "value": "796612.68",
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      },
      {
        "name": "PEPSICO INC",
        "value": "795496.14",
        "weight": "0.00826458",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "787710.98",
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        "shared": true
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "775804.90",
        "weight": "0.00806000",
        "shared": true
      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
        "value": "773410.12",
        "weight": "0.00803512",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-006214",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1491978/000207169126006214/0002071691-26-006214-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-009758",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1540305/000089418926009758/0000894189-26-009758-index.htm"
    }
  ]
}