{
  "page": "compare",
  "query": {
    "a": "SEPI",
    "b": "ESG"
  },
  "retrieved_at": "2026-07-07T16:47:56+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": "Shelton Equity Premium Income ETF",
    "ticker": "SEPI",
    "slug": "SEPI",
    "series_id": "S000092397",
    "html_url": "https://fundwatcher.app/funds/SEPI/"
  },
  "fund_b": {
    "name": "FlexShares STOXX US ESG Select Index Fund",
    "ticker": "ESG",
    "slug": "ESG",
    "series_id": "S000054498",
    "html_url": "https://fundwatcher.app/funds/ESG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4502904295715789797651741655",
    "coverage_b_by_a": "0.4502904295715789797651741653",
    "shared_count": 33,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "CATERPILLAR INC",
        "value": "5369418.34",
        "weight": "0.05732806",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5153205.95",
        "weight": "0.05501961",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4291210.38",
        "weight": "0.04581628",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4217067.40",
        "weight": "0.04502467",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "3946672.00",
        "weight": "0.04213772",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3812010.66",
        "weight": "0.04069997",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3671596.60",
        "weight": "0.03920080",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3577379.40",
        "weight": "0.03819487",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3297955.45",
        "weight": "0.03521152",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3171316.59",
        "weight": "0.03385943",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2959703.07",
        "weight": "0.03160008",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2830159.44",
        "weight": "0.03021697",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "2814184.55",
        "weight": "0.03004641",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "2418461.80",
        "weight": "0.02582137",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "2257296.00",
        "weight": "0.02410064",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2144946.16",
        "weight": "0.02290110",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "2119450.50",
        "weight": "0.02262889",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2081068.60",
        "weight": "0.02221910",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2005452.00",
        "weight": "0.02141176",
        "shared": true
      },
      {
        "name": "AKAMAI TECHNOLOGIES INC",
        "value": "1966346.85",
        "weight": "0.02099424",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "1961598.25",
        "weight": "0.02094354",
        "shared": true
      },
      {
        "name": "CARDINAL HEALTH INC",
        "value": "1903480.48",
        "weight": "0.02032303",
        "shared": true
      },
      {
        "name": "HERSHEY CO/THE",
        "value": "1897204.14",
        "weight": "0.02025602",
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      },
      {
        "name": "NETFLIX INC",
        "value": "1835791.95",
        "weight": "0.01960033",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1784374.56",
        "weight": "0.01905136",
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      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "1773698.64",
        "weight": "0.01893738",
        "shared": true
      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "1770855.94",
        "weight": "0.01890703",
        "shared": true
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "1744047.50",
        "weight": "0.01862080",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1691848.76",
        "weight": "0.01806348",
        "shared": true
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "1640408.32",
        "weight": "0.01751427",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "1492702.42",
        "weight": "0.01593724",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "1439998.50",
        "weight": "0.01537454",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "1408985.16",
        "weight": "0.01504341",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "1392302.52",
        "weight": "0.01486530",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1348409.04",
        "weight": "0.01439666",
        "shared": false
      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "1168090.00",
        "weight": "0.01247143",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1076488.80",
        "weight": "0.01149343",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "917916.20",
        "weight": "0.00980038",
        "shared": true
      },
      {
        "name": "LEIDOS HOLDINGS INC",
        "value": "863291.52",
        "weight": "0.00921717",
        "shared": false
      },
      {
        "name": "DR HORTON INC",
        "value": "444867.24",
        "weight": "0.00474975",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "META PLATFORMS INC CL A",
        "value": "6752296.00",
        "weight": "0.05434647",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "6487907.85",
        "weight": "0.05221852",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5735286.44",
        "weight": "0.04616098",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5455646.91",
        "weight": "0.04391027",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4485265.07",
        "weight": "0.03610007",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "4169741.80",
        "weight": "0.03356055",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "4139411.40",
        "weight": "0.03331643",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "3515557.48",
        "weight": "0.02829529",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "3335677.50",
        "weight": "0.02684751",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3186731.80",
        "weight": "0.02564870",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "3150861.70",
        "weight": "0.02536000",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2923571.25",
        "weight": "0.02353063",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2821711.76",
        "weight": "0.02271081",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2482227.04",
        "weight": "0.01997843",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1881948.00",
        "weight": "0.01514703",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1599724.00",
        "weight": "0.01287552",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1565399.25",
        "weight": "0.01259926",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1530739.70",
        "weight": "0.01232030",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1523218.17",
        "weight": "0.01225976",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1486535.25",
        "weight": "0.01196451",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1446625.85",
        "weight": "0.01164330",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1383914.40",
        "weight": "0.01113856",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1246901.53",
        "weight": "0.01003580",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "1216939.72",
        "weight": "0.00979465",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "1111973.10",
        "weight": "0.00894982",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "1100420.64",
        "weight": "0.00885684",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1027408.20",
        "weight": "0.00826919",
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      },
      {
        "name": "INTEL CORP",
        "value": "986790.45",
        "weight": "0.00794227",
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      },
      {
        "name": "PEPSICO INC",
        "value": "938218.41",
        "weight": "0.00755134",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "881193.60",
        "weight": "0.00709237",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "867178.50",
        "weight": "0.00697957",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "866321.04",
        "weight": "0.00697266",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "785017.03",
        "weight": "0.00631828",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "747701.71",
        "weight": "0.00601795",
        "shared": false
      },
      {
        "name": "STRYKER CORP",
        "value": "710294.32",
        "weight": "0.00571687",
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      },
      {
        "name": "ABBVIE INC",
        "value": "705157.62",
        "weight": "0.00567553",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "703544.07",
        "weight": "0.00566254",
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      },
      {
        "name": "WELLTOWER INC",
        "value": "689020.88",
        "weight": "0.00554565",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "674271.70",
        "weight": "0.00542694",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "661900.53",
        "weight": "0.00532737",
        "shared": false
      },
      {
        "name": "NEWMONT CORP",
        "value": "651292.95",
        "weight": "0.00524199",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "605430.00",
        "weight": "0.00487286",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "585215.28",
        "weight": "0.00471016",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "528319.98",
        "weight": "0.00425223",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "524408.40",
        "weight": "0.00422075",
        "shared": false
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "522556.46",
        "weight": "0.00420584",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "517901.81",
        "weight": "0.00416838",
        "shared": false
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "495443.24",
        "weight": "0.00398762",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "487757.10",
        "weight": "0.00392576",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "484688.10",
        "weight": "0.00390106",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002000324-26-002252",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/836267/000200032426002252/0002000324-26-002252-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-006213",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1491978/000207169126006213/0002071691-26-006213-index.htm"
    }
  ]
}