{
  "page": "compare",
  "query": {
    "a": "S000000043",
    "b": "IVV"
  },
  "retrieved_at": "2026-07-07T11:14:01+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": "Index 500 Stock Portfolio",
    "ticker": "",
    "slug": "S000000043",
    "series_id": "S000000043",
    "html_url": "https://fundwatcher.app/funds/S000000043/"
  },
  "fund_b": {
    "name": "iShares Core S&P 500 ETF",
    "ticker": "IVV",
    "slug": "IVV",
    "series_id": "S000004310",
    "html_url": "https://fundwatcher.app/funds/IVV/"
  },
  "overlap": {
    "coverage_a_by_b": "0.9959702129553421471382233745",
    "coverage_b_by_a": "0.9959702129553421471382233744",
    "shared_count": 503,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "536736056.00",
        "weight": "0.07581533",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "471891542.62",
        "weight": "0.06665588",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "348130818.54",
        "weight": "0.04917436",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "257523564.03",
        "weight": "0.03637586",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "212035529.16",
        "weight": "0.02995056",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "185779044.36",
        "weight": "0.02624176",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "169908612.30",
        "weight": "0.02400002",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "158377026.60",
        "weight": "0.02237116",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "132416606.50",
        "weight": "0.01870418",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "111291324.80",
        "weight": "0.01572018",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "100448580.16",
        "weight": "0.01418862",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "92309036.97",
        "weight": "0.01303889",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "89796626.84",
        "weight": "0.01268400",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "74606999.04",
        "weight": "0.01053843",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "68998391.80",
        "weight": "0.00974620",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "64350522.88",
        "weight": "0.00908968",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "56015308.88",
        "weight": "0.00791230",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "51536931.04",
        "weight": "0.00727972",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "51415251.00",
        "weight": "0.00726254",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "49119922.10",
        "weight": "0.00693831",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "48683179.09",
        "weight": "0.00687662",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "48027672.24",
        "weight": "0.00678403",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "42514036.28",
        "weight": "0.00600522",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "42315585.84",
        "weight": "0.00597718",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "41992020.60",
        "weight": "0.00593148",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "41748839.34",
        "weight": "0.00589713",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "41467108.98",
        "weight": "0.00585733",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "40968866.25",
        "weight": "0.00578696",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "38863744.74",
        "weight": "0.00548960",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "37797283.22",
        "weight": "0.00533896",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "37694020.41",
        "weight": "0.00532438",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "37288988.10",
        "weight": "0.00526716",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "34358439.75",
        "weight": "0.00485322",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "33792038.28",
        "weight": "0.00477321",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "32812868.70",
        "weight": "0.00463490",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "32569665.24",
        "weight": "0.00460055",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "32250830.78",
        "weight": "0.00455551",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "31450058.46",
        "weight": "0.00444240",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "31181644.80",
        "weight": "0.00440449",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "31033967.10",
        "weight": "0.00438363",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "29797314.40",
        "weight": "0.00420895",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "29318750.64",
        "weight": "0.00414135",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "28718124.81",
        "weight": "0.00405651",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "28031704.05",
        "weight": "0.00395955",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "26854289.20",
        "weight": "0.00379324",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "26853833.83",
        "weight": "0.00379317",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "26242522.32",
        "weight": "0.00370682",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "25703374.71",
        "weight": "0.00363067",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "25100241.43",
        "weight": "0.00354547",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "25075695.47",
        "weight": "0.00354201",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "54504654387.20",
        "weight": "0.07559087",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "47919694106.59",
        "weight": "0.06645839",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "35352208176.93",
        "weight": "0.04902892",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "26166619178.82",
        "weight": "0.03628970",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "21531956500.60",
        "weight": "0.02986202",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "18873585838.71",
        "weight": "0.02617521",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "17253980983.26",
        "weight": "0.02392903",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "16093613548.35",
        "weight": "0.02231975",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "13446722782.75",
        "weight": "0.01864886",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "11301312873.60",
        "weight": "0.01567345",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "10200340990.56",
        "weight": "0.01414655",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "9373737539.61",
        "weight": "0.01300016",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "9118755041.80",
        "weight": "0.01264653",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "7576153804.80",
        "weight": "0.01050714",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "7006676482.00",
        "weight": "0.00971735",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "6534601681.28",
        "weight": "0.00906264",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "5688533177.02",
        "weight": "0.00788926",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "5233588738.00",
        "weight": "0.00725831",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "5221150087.95",
        "weight": "0.00724106",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "4988057034.62",
        "weight": "0.00691779",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "4943817605.09",
        "weight": "0.00685643",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "4890245824.40",
        "weight": "0.00678214",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "4317207314.32",
        "weight": "0.00598741",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "4297600639.56",
        "weight": "0.00596021",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "4265810331.18",
        "weight": "0.00591612",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "4239253192.68",
        "weight": "0.00587929",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "4210730652.06",
        "weight": "0.00583974",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4160318857.50",
        "weight": "0.00576982",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "3942810413.99",
        "weight": "0.00546817",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "3839831340.79",
        "weight": "0.00532535",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "3827931306.12",
        "weight": "0.00530884",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "3786598097.10",
        "weight": "0.00525152",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "3489139973.28",
        "weight": "0.00483898",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "3431484507.06",
        "weight": "0.00475902",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "3330191842.50",
        "weight": "0.00461854",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "3310296610.32",
        "weight": "0.00459095",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3263480026.13",
        "weight": "0.00452602",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "3208351264.89",
        "weight": "0.00444957",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3166421434.87",
        "weight": "0.00439141",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "3152354288.11",
        "weight": "0.00437191",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "3025699226.90",
        "weight": "0.00419625",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "2977124070.72",
        "weight": "0.00412888",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "2913953436.84",
        "weight": "0.00404127",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "2846472464.91",
        "weight": "0.00394769",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "2729513384.62",
        "weight": "0.00378548",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "2722634951.20",
        "weight": "0.00377594",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "2664895829.61",
        "weight": "0.00369586",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "2610136653.41",
        "weight": "0.00361992",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "2548888048.85",
        "weight": "0.00353498",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "2546500390.77",
        "weight": "0.00353167",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-053263",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/742212/000141036826053263/0001410368-26-053263-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012459",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000207169126012459/0002071691-26-012459-index.htm"
    }
  ]
}