{
  "page": "compare",
  "query": {
    "a": "SGLAX",
    "b": "UPSD"
  },
  "retrieved_at": "2026-07-07T19:13:43+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": "SGI Global Equity Fund",
    "ticker": "SGLAX",
    "slug": "SGLAX",
    "series_id": "S000044491",
    "html_url": "https://fundwatcher.app/funds/SGLAX/"
  },
  "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": "0.1740523380761196620654266785",
    "coverage_b_by_a": "0.1740523380761196620654266783",
    "shared_count": 24,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Mount Vernon Liquid Assets Portfolio, LLC",
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      },
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        "name": "MICRON TECHNOLOGY INC",
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      },
      {
        "name": "CENCORA INC",
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      },
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      },
      {
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      },
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      },
      {
        "name": "U.S. Bank Money Market Deposit Account",
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      },
      {
        "name": "United Microelectronics Corp. SPON ADS REP 5 ORD TWD10",
        "value": "1967355.36",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "1823080.86",
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      },
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        "name": "SHELL PLC SPONS ADR",
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      },
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        "name": "COCA-COLA CO/THE",
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      },
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        "name": "CARDINAL HEALTH INC",
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      },
      {
        "name": "Vanguard Emerging Markets ex-China ETF",
        "value": "1648139.69",
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      },
      {
        "name": "VANGUARD FTSE EM",
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      },
      {
        "name": "COMMSTCK",
        "value": "1546069.52",
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      },
      {
        "name": "NEWMONT CORP",
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      },
      {
        "name": "MAGNA INTL",
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      {
        "name": "REGENERON PHARMACEUTICALS INC",
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      },
      {
        "name": "CME GROUP INC CL A",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
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      },
      {
        "name": "TAKEDA PHARM-ADR",
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      },
      {
        "name": "Gold Fields Ltd SPONSORED ADR",
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      },
      {
        "name": "EVERGY INC",
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      {
        "name": "HDFC BANK LTD SPON ADR",
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      {
        "name": "DEUTSCHE TELEKOM AG SPON ADR ADR",
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      {
        "name": "ICICI Bank Ltd",
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        "name": "NATL FUEL GAS CO",
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      {
        "name": "Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD",
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      {
        "name": "CMS ENERGY CORP",
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      {
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        "name": "FOX CORPORATION B",
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        "name": "WASTE MANAGEMENT INC",
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      {
        "name": "ARISTA NETWORKS INC",
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      {
        "name": "KOREA ELECTRIC POWER CORP ADR",
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        "name": "COCA COLA FEMSA S A B SPON ADR REP L",
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        "name": "DTE ENERGY CO",
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        "name": "National Grid PLC SPON ADR EACH REP 5 ORD SHS",
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        "name": "NVIDIA CORP",
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        "name": "MCKESSON CORP",
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      {
        "name": "Chunghwa Telecom Company, Ltd. ADR",
        "value": "793454.00",
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      {
        "name": "ABBVIE INC",
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        "name": "NEUROCRINE BIOSCIENCES INC",
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      {
        "name": "VERTEX PHARMACEUTICALS INC",
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      {
        "name": "Komatsu Ltd",
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        "name": "GILEAD SCIENCES INC",
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    ],
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        "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",
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      },
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        "name": "MICROSOFT CORP",
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        "name": "AMAZON.COM INC",
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      },
      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "ALPHABET INC CL C",
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      {
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      {
        "name": "JOHNSON&JOHNSON",
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      },
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        "name": "DOLLAR GENERAL CORP",
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      },
      {
        "name": "MONSTER BEVERAGE CORP",
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      {
        "name": "CBOE GLOBAL MARKETS INC",
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      {
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      {
        "name": "ROLLINS INC",
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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": "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",
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      },
      {
        "name": "REPUBLIC SVCS",
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      },
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        "name": "WASTE MANAGEMENT INC",
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      {
        "name": "WW GRAINGER INC",
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      {
        "name": "COLGATE-PALMOLIVE CO",
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      {
        "name": "NORTHROP GRUMMAN CORP",
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        "name": "CHURCH & DWIGHT",
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        "name": "LILLY ELI and CO",
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      {
        "name": "LOCKHEED MARTIN CORP",
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        "name": "BROADCOM INC",
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      },
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        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "LEIDOS HOLDINGS INC",
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      },
      {
        "name": "PEPSICO INC",
        "value": "795496.14",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
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      },
      {
        "name": "ARCH CAPITAL GROUP LTD",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-265277",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/831114/000119312526265277/0001193125-26-265277-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"
    }
  ]
}