{
  "page": "compare",
  "query": {
    "a": "SOAVX",
    "b": "WAMA"
  },
  "retrieved_at": "2026-07-07T19:19:38+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": "SPIRIT OF AMERICA LARGE CAP VALUE FUND",
    "ticker": "SOAVX",
    "slug": "SOAVX",
    "series_id": "S000001449",
    "html_url": "https://fundwatcher.app/funds/SOAVX/"
  },
  "fund_b": {
    "name": "WisdomTree U.S. Adaptive Moving Average Fund",
    "ticker": "WAMA",
    "slug": "WAMA",
    "series_id": "S000101804",
    "html_url": "https://fundwatcher.app/funds/WAMA/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5642545281122337359542480253",
    "coverage_b_by_a": "0.5642545281122337359542480253",
    "shared_count": 122,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "28273728.00",
        "weight": "0.13608547",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "12738908.00",
        "weight": "0.06131417",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "9055734.78",
        "weight": "0.04358654",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "7927667.40",
        "weight": "0.03815699",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "7143910.83",
        "weight": "0.03438466",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "6792742.72",
        "weight": "0.03269443",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "6466783.50",
        "weight": "0.03112555",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "4664288.83",
        "weight": "0.02244988",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "4564087.75",
        "weight": "0.02196760",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "4074136.80",
        "weight": "0.01960940",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "4023565.00",
        "weight": "0.01936599",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "3997963.20",
        "weight": "0.01924276",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "3492516.56",
        "weight": "0.01680998",
        "shared": true
      },
      {
        "name": "DEERE & CO",
        "value": "3131948.00",
        "weight": "0.01507451",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "2773106.55",
        "weight": "0.01334736",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "2509587.50",
        "weight": "0.01207900",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "2409962.50",
        "weight": "0.01159949",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "2339162.35",
        "weight": "0.01125872",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "2276968.75",
        "weight": "0.01095937",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2251688.00",
        "weight": "0.01083769",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "2203578.00",
        "weight": "0.01060613",
        "shared": true
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "2196056.25",
        "weight": "0.01056993",
        "shared": true
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "2143243.75",
        "weight": "0.01031574",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2106084.00",
        "weight": "0.01013688",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "2081647.50",
        "weight": "0.01001926",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "2019618.90",
        "weight": "0.00972071",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "2000365.50",
        "weight": "0.00962804",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "1936872.00",
        "weight": "0.00932244",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "1864797.75",
        "weight": "0.00897554",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1854281.82",
        "weight": "0.00892492",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1851213.00",
        "weight": "0.00891015",
        "shared": true
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "1801305.00",
        "weight": "0.00866994",
        "shared": true
      },
      {
        "name": "VISTRA CORP",
        "value": "1743828.00",
        "weight": "0.00839329",
        "shared": true
      },
      {
        "name": "BLACKSTONE INC",
        "value": "1609860.00",
        "weight": "0.00774848",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1572534.00",
        "weight": "0.00756883",
        "shared": true
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "1523248.20",
        "weight": "0.00733161",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "1512400.00",
        "weight": "0.00727940",
        "shared": true
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "1447176.00",
        "weight": "0.00696546",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "1397510.00",
        "weight": "0.00672641",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1353945.50",
        "weight": "0.00651673",
        "shared": true
      },
      {
        "name": "CSX CORP",
        "value": "1338230.00",
        "weight": "0.00644109",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1332308.00",
        "weight": "0.00641259",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1273807.28",
        "weight": "0.00613102",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1235812.50",
        "weight": "0.00594814",
        "shared": true
      },
      {
        "name": "WELLTOWER INC",
        "value": "1235687.50",
        "weight": "0.00594754",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1224167.00",
        "weight": "0.00589209",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "1169277.00",
        "weight": "0.00562790",
        "shared": true
      },
      {
        "name": "CORNING INC",
        "value": "1128551.00",
        "weight": "0.00543188",
        "shared": true
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "1101343.50",
        "weight": "0.00530092",
        "shared": true
      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "1080730.35",
        "weight": "0.00520171",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "6863337.60",
        "weight": "0.07585866",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "6073956.07",
        "weight": "0.06713383",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "5487219.92",
        "weight": "0.06064879",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "4314701.52",
        "weight": "0.04768926",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3375015.35",
        "weight": "0.03730315",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "2223869.31",
        "weight": "0.02457984",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2152951.56",
        "weight": "0.02379600",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1715998.00",
        "weight": "0.01896647",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1621612.80",
        "weight": "0.01792326",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "1530383.92",
        "weight": "0.01691493",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1414606.26",
        "weight": "0.01563527",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1271947.84",
        "weight": "0.01405850",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1180154.96",
        "weight": "0.01304394",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "937548.48",
        "weight": "0.01036248",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "882183.96",
        "weight": "0.00975055",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "744681.75",
        "weight": "0.00823077",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "738997.14",
        "weight": "0.00816794",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "680701.00",
        "weight": "0.00752361",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "675579.54",
        "weight": "0.00746700",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "586755.00",
        "weight": "0.00648525",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "572433.68",
        "weight": "0.00632696",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "571625.28",
        "weight": "0.00631802",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "566961.94",
        "weight": "0.00626648",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "535427.76",
        "weight": "0.00591794",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "529517.04",
        "weight": "0.00585261",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "522512.16",
        "weight": "0.00577519",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "522135.02",
        "weight": "0.00577102",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "500409.00",
        "weight": "0.00553089",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "485530.47",
        "weight": "0.00536644",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "484783.86",
        "weight": "0.00535819",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "481368.36",
        "weight": "0.00532044",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "452290.40",
        "weight": "0.00499905",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "449795.64",
        "weight": "0.00497147",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "426550.38",
        "weight": "0.00471455",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "421764.84",
        "weight": "0.00466166",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "419632.92",
        "weight": "0.00463809",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "417049.80",
        "weight": "0.00460954",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "397615.30",
        "weight": "0.00439474",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "386739.50",
        "weight": "0.00427453",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "381414.48",
        "weight": "0.00421567",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "370708.30",
        "weight": "0.00409734",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "348287.10",
        "weight": "0.00384953",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "339588.39",
        "weight": "0.00375338",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "335147.84",
        "weight": "0.00370430",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "321356.86",
        "weight": "0.00355187",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "321139.72",
        "weight": "0.00354947",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "316159.60",
        "weight": "0.00349443",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "316106.96",
        "weight": "0.00349385",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "311116.50",
        "weight": "0.00343869",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "309155.66",
        "weight": "0.00341702",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007678",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1039667/000091047226007678/0000910472-26-007678-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-022928",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1350487/000094040026022928/0000940400-26-022928-index.htm"
    }
  ]
}