{
  "page": "compare",
  "query": {
    "a": "RTLCX",
    "b": "DSPIX"
  },
  "retrieved_at": "2026-07-07T17:56:05+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": "Tax-Managed U.S. Large Cap Fund",
    "ticker": "RTLCX",
    "slug": "RTLCX",
    "series_id": "S000001570",
    "html_url": "https://fundwatcher.app/funds/RTLCX/"
  },
  "fund_b": {
    "name": "BNY Mellon Institutional S&P 500 Stock Index Fund",
    "ticker": "DSPIX",
    "slug": "DSPIX",
    "series_id": "S000000299",
    "html_url": "https://fundwatcher.app/funds/DSPIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6843768830113802729832528411",
    "coverage_b_by_a": "0.6843768830113802729832528410",
    "shared_count": 326,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "914874182.39",
        "weight": "0.07682728",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "715210491.15",
        "weight": "0.06006037",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "533035335.92",
        "weight": "0.04476206",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "474120073.18",
        "weight": "0.03981461",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "460446063.34",
        "weight": "0.03866632",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "302420938.69",
        "weight": "0.02539604",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "260566935.20",
        "weight": "0.02188131",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "232721611.20",
        "weight": "0.01954298",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "202231280.72",
        "weight": "0.01698253",
        "shared": true
      },
      {
        "name": "U.S. Cash Management Fund",
        "value": "160231003.87",
        "weight": "0.01345553",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "122597474.12",
        "weight": "0.01029522",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "121517359.81",
        "weight": "0.01020452",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "114613959.24",
        "weight": "0.00962480",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "113094523.98",
        "weight": "0.00949720",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "112121618.19",
        "weight": "0.00941550",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "102143001.84",
        "weight": "0.00857754",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "95531889.04",
        "weight": "0.00802237",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "87701721.60",
        "weight": "0.00736482",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "86215112.49",
        "weight": "0.00723998",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "82779680.72",
        "weight": "0.00695149",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "79054814.90",
        "weight": "0.00663869",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "71102232.54",
        "weight": "0.00597087",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "69414045.99",
        "weight": "0.00582910",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "68655446.20",
        "weight": "0.00576540",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "67688566.65",
        "weight": "0.00568420",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "66426245.64",
        "weight": "0.00557820",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "65373017.60",
        "weight": "0.00548975",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "63976534.68",
        "weight": "0.00537248",
        "shared": true
      },
      {
        "name": "ADOBE INC",
        "value": "63171409.00",
        "weight": "0.00530487",
        "shared": true
      },
      {
        "name": "NRG ENERGY INC",
        "value": "60726452.34",
        "weight": "0.00509955",
        "shared": true
      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "59244885.00",
        "weight": "0.00497514",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "59060467.20",
        "weight": "0.00495965",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "58892218.64",
        "weight": "0.00494552",
        "shared": true
      },
      {
        "name": "CELANESE CORP",
        "value": "58698522.96",
        "weight": "0.00492925",
        "shared": false
      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "57850725.79",
        "weight": "0.00485806",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "56176936.80",
        "weight": "0.00471750",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "55053211.85",
        "weight": "0.00462314",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "54999369.00",
        "weight": "0.00461862",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "54471026.04",
        "weight": "0.00457425",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "52832631.20",
        "weight": "0.00443666",
        "shared": true
      },
      {
        "name": "AERCAP HOLDINGS NV",
        "value": "52109441.46",
        "weight": "0.00437593",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "50649283.04",
        "weight": "0.00425331",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "50634687.78",
        "weight": "0.00425209",
        "shared": true
      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "50060209.32",
        "weight": "0.00420385",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "49992264.48",
        "weight": "0.00419814",
        "shared": true
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "49751465.40",
        "weight": "0.00417792",
        "shared": true
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "49210464.18",
        "weight": "0.00413249",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "47733586.13",
        "weight": "0.00400847",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "46685463.00",
        "weight": "0.00392045",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "46132539.09",
        "weight": "0.00387402",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "109728115.26",
        "weight": "0.07794696",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "90584468.00",
        "weight": "0.06434799",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "75556342.26",
        "weight": "0.05367254",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "54998797.60",
        "weight": "0.03906919",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "46459452.00",
        "weight": "0.03300315",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "37190905.80",
        "weight": "0.02641910",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "36962809.70",
        "weight": "0.02625707",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "36866791.00",
        "weight": "0.02618886",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "28573628.67",
        "weight": "0.02029769",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "20818001.19",
        "weight": "0.01478837",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "19673315.35",
        "weight": "0.01397522",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "19459008.30",
        "weight": "0.01382299",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "14088106.20",
        "weight": "0.01000769",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "12935297.25",
        "weight": "0.00918878",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "12831683.93",
        "weight": "0.00911517",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "12342904.00",
        "weight": "0.00876796",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "11002202.72",
        "weight": "0.00781557",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "10437439.88",
        "weight": "0.00741439",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "9844417.50",
        "weight": "0.00699312",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "9312005.56",
        "weight": "0.00661492",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "9105345.99",
        "weight": "0.00646811",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "8809233.03",
        "weight": "0.00625777",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "8444116.80",
        "weight": "0.00599840",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "8378766.39",
        "weight": "0.00595198",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "8358100.41",
        "weight": "0.00593730",
        "shared": true
      },
      {
        "name": "DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND",
        "value": "8186184.68",
        "weight": "0.00581517",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "7911315.71",
        "weight": "0.00561992",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "7910260.40",
        "weight": "0.00561917",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "7645513.59",
        "weight": "0.00543110",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "7291748.64",
        "weight": "0.00517980",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "7267772.16",
        "weight": "0.00516277",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "6927692.04",
        "weight": "0.00492119",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "6842496.65",
        "weight": "0.00486067",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "6773162.80",
        "weight": "0.00481141",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "6711009.87",
        "weight": "0.00476726",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "6628315.26",
        "weight": "0.00470852",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "6599264.88",
        "weight": "0.00468788",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "6540080.04",
        "weight": "0.00464584",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "6466122.53",
        "weight": "0.00459330",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "6364859.61",
        "weight": "0.00452137",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "6140588.93",
        "weight": "0.00436206",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "6066384.72",
        "weight": "0.00430934",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "5299875.00",
        "weight": "0.00376484",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "5216563.60",
        "weight": "0.00370566",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "5135742.36",
        "weight": "0.00364825",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "5041293.04",
        "weight": "0.00358116",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "4962863.52",
        "weight": "0.00352544",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "4922706.51",
        "weight": "0.00349692",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "4891408.83",
        "weight": "0.00347468",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "4774826.68",
        "weight": "0.00339187",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-063596",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/351601/000141036826063596/0001410368-26-063596-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-011339",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819940/000094040026011339/0000940400-26-011339-index.htm"
    }
  ]
}