{
  "page": "compare",
  "query": {
    "a": "SSTIX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T18:03:04+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": "State Street Total Return V.I.S. Fund",
    "ticker": "SSTIX",
    "slug": "SSTIX",
    "series_id": "S000001637",
    "html_url": "https://fundwatcher.app/funds/SSTIX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4193466236302179683798660414",
    "coverage_b_by_a": "0.4193466236302179683798660414",
    "shared_count": 1221,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "State Street SPDR Portfolio Aggregate Bond ETF",
        "value": "135456808.62",
        "weight": "0.13240672",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR BLOOMBERG HIGH YIELD BOND MUTUAL FUND",
        "value": "58064230.60",
        "weight": "0.05675680",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR PORTFOLIO TIPS ETF MUTUAL FUND",
        "value": "52873752.24",
        "weight": "0.05168319",
        "shared": false
      },
      {
        "name": "INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS",
        "value": "47560823.92",
        "weight": "0.04648990",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio Long Term Corporate Bond ETF",
        "value": "31148484.84",
        "weight": "0.03044711",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "24586255.24",
        "weight": "0.02403265",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "22953307.20",
        "weight": "0.02243647",
        "shared": true
      },
      {
        "name": "State Street SPDR Portfolio L/T Trs ETF",
        "value": "20820579.10",
        "weight": "0.02035176",
        "shared": false
      },
      {
        "name": "SPDR Bloomberg International Treasury Bond ETF",
        "value": "20714895.45",
        "weight": "0.02024846",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "20549122.51",
        "weight": "0.02008642",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15442011.72",
        "weight": "0.01509430",
        "shared": true
      },
      {
        "name": "TSMC",
        "value": "12177464.05",
        "weight": "0.01190326",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "11224295.11",
        "weight": "0.01097156",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "9375893.80",
        "weight": "0.00916478",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "8033332.05",
        "weight": "0.00785245",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "7649121.90",
        "weight": "0.00747689",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "7027472.79",
        "weight": "0.00686924",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "5895955.00",
        "weight": "0.00576320",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "4973616.80",
        "weight": "0.00486163",
        "shared": true
      },
      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "4714124.92",
        "weight": "0.00460798",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4487999.12",
        "weight": "0.00438694",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4157360.40",
        "weight": "0.00406375",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4034854.12",
        "weight": "0.00394400",
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      },
      {
        "name": "TENCENT HOLDINGS LTD",
        "value": "3436303.84",
        "weight": "0.00335893",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3316806.36",
        "weight": "0.00324212",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "3043741.48",
        "weight": "0.00297521",
        "shared": true
      },
      {
        "name": "ASML Holding NV",
        "value": "3014315.23",
        "weight": "0.00294644",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2864932.96",
        "weight": "0.00280042",
        "shared": true
      },
      {
        "name": "SK HYNIX INC",
        "value": "2634841.93",
        "weight": "0.00257551",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "2480114.27",
        "weight": "0.00242427",
        "shared": true
      },
      {
        "name": "BABA-W",
        "value": "2301307.85",
        "weight": "0.00224949",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "2291254.50",
        "weight": "0.00223966",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2257963.54",
        "weight": "0.00220712",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "2186105.40",
        "weight": "0.00213688",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "2170115.22",
        "weight": "0.00212125",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2111500.00",
        "weight": "0.00206396",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1903285.88",
        "weight": "0.00186043",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1846246.76",
        "weight": "0.00180467",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1842441.78",
        "weight": "0.00180096",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1834124.88",
        "weight": "0.00179283",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1800873.75",
        "weight": "0.00176032",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1799097.72",
        "weight": "0.00175859",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "1769123.01",
        "weight": "0.00172929",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1743136.94",
        "weight": "0.00170389",
        "shared": true
      },
      {
        "name": "Novartis AG (Registered)",
        "value": "1700299.30",
        "weight": "0.00166201",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "1679970.14",
        "weight": "0.00164214",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1663137.45",
        "weight": "0.00162569",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1658919.42",
        "weight": "0.00162157",
        "shared": true
      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "1645405.51",
        "weight": "0.00160836",
        "shared": true
      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "1633788.86",
        "weight": "0.00159700",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "5945121.60",
        "weight": "0.05405829",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
        "weight": "0.04759826",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3662461.98",
        "weight": "0.03330234",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
        "weight": "0.02552051",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
        "weight": "0.02133374",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
        "weight": "0.01338929",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1124573.68",
        "weight": "0.01022562",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
        "weight": "0.00916363",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
        "weight": "0.00840089",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
        "weight": "0.00752150",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
        "shared": true
      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
        "weight": "0.00657679",
        "shared": true
      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
        "weight": "0.00650429",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
        "weight": "0.00649957",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
        "weight": "0.00564464",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
        "weight": "0.00520634",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "558630.00",
        "weight": "0.00507956",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
        "weight": "0.00489459",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "533787.20",
        "weight": "0.00485366",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "473618.76",
        "weight": "0.00430656",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
        "weight": "0.00427630",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
        "weight": "0.00424437",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
        "weight": "0.00423781",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
        "weight": "0.00423236",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
        "weight": "0.00416884",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
        "weight": "0.00396514",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
        "shared": true
      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
        "weight": "0.00373165",
        "shared": true
      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
        "weight": "0.00358439",
        "shared": true
      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
        "weight": "0.00356809",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
        "weight": "0.00345283",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
        "shared": true
      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
        "weight": "0.00339596",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
        "weight": "0.00329931",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
        "weight": "0.00326931",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
        "weight": "0.00324649",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
        "weight": "0.00319957",
        "shared": true
      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
        "weight": "0.00319837",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
        "weight": "0.00313214",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
        "weight": "0.00303994",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
        "shared": false
      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-055559",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/746687/000141036826055559/0001410368-26-055559-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}