{
  "page": "compare",
  "query": {
    "a": "SURI",
    "b": "FVALX"
  },
  "retrieved_at": "2026-07-07T18:17:39+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": "Simplify Propel Opportunities ETF",
    "ticker": "SURI",
    "slug": "SURI",
    "series_id": "S000078061",
    "html_url": "https://fundwatcher.app/funds/SURI/"
  },
  "fund_b": {
    "name": "Forester Value Fund",
    "ticker": "FVALX",
    "slug": "FVALX",
    "series_id": "S000004887",
    "html_url": "https://fundwatcher.app/funds/FVALX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.08317067852653626735485020269",
    "coverage_b_by_a": "0.08317067852653626735485020269",
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    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
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    "a_top": [
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      },
      {
        "name": "Plains GP Holdings LP LTD PARTNER INT CL A NEW IN",
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        "name": "ACHIEVE LIFE SCIENCES INC",
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        "name": "CELLDEX THERAPEUTICS INC",
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        "name": "OCULIS HOLDING AG",
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        "name": "LEONABIO INC",
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        "name": "CORCEPT THERAPEUTICS INC",
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        "name": "KYVERNA THERAPEUTICS INC",
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      {
        "name": "INVENTIVA SA UNSPON ADR",
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        "name": "VOR BIOPHARMA INC",
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        "name": "ZEVRA THERAPEUTICS INC",
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      {
        "name": "COMPASS Pathways PLC, ADR",
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      {
        "name": "TELESAT CANADA/TELESAT L REGD 144A P/P 5.62500000",
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      {
        "name": "TREVI THERAPEUTICS INC",
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      {
        "name": "OCULAR THERAPEUTIX INC",
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      {
        "name": "SAB BIOTHERAPEUTICS INC",
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      {
        "name": "UPSTREAM BIO INC",
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      {
        "name": "EYEPOINT PHARMACEUTICALS INC",
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        "name": "4D MOLECULAR THERAPEUTICS INC",
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      {
        "name": "PALISADE BIO INC",
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      {
        "name": "ZEALAND PHARMA A",
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      {
        "name": "KALARIS THERAPEUTICS INC",
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      {
        "name": "IMMUNIC INC",
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      {
        "name": "COHERUS ONCOLOGY INC",
        "value": "427806.60",
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      {
        "name": "NOVO NORDISK CVR",
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        "name": "OVID THERAPEUTICS INC",
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      {
        "name": "ARTIVA BIOTHERAPEUTICS INC",
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      {
        "name": "CONNECT BIOPHARMA HOLDINGS LTD",
        "value": "139842.50",
        "weight": "0.00105364",
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      {
        "name": "Contra Chinook Therape, CVR",
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      {
        "name": "EIGER BIOPHARMACEUTICALS INC",
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      {
        "name": "MILESTONE PHARMACE WTS",
        "value": "3.68",
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        "shared": false
      },
      {
        "name": "Achieve Life Science Inc WT EXP 063030",
        "value": "0.97",
        "weight": "0.00000001",
        "shared": false
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      {
        "name": "JASPER THERAPEUTIC WTS",
        "value": "0.61",
        "weight": "0.00000000",
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      },
      {
        "name": "WTS - TENAYA THERAPEUTICS",
        "value": "0.56",
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      },
      {
        "name": "QUOIN PHARMACEUTIC WTS",
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    ],
    "b_top": [
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        "name": "U.S. Treasury Bills",
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      {
        "name": "U.S. Treasury Bills",
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      {
        "name": "MSILF Treasury Portfolio, Class Institutional",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "JOHNSON&JOHNSON",
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      {
        "name": "ALTRIA GROUP INC",
        "value": "81167.70",
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      },
      {
        "name": "ALAMOS GOLD INC A",
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      {
        "name": "KROGER CO",
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      {
        "name": "TRAVELERS COS IN",
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        "name": "FIRSTENERGY CORP",
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      },
      {
        "name": "EBAY INC",
        "value": "75546.60",
        "weight": "0.02112317",
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      },
      {
        "name": "CHUBB LTD",
        "value": "74963.90",
        "weight": "0.02096025",
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      {
        "name": "US BANCORP DEL",
        "value": "74894.40",
        "weight": "0.02094081",
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      {
        "name": "3M CO",
        "value": "72615.00",
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      {
        "name": "ALLSTATE CORPORATION",
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      {
        "name": "EXELON CORP",
        "value": "72549.60",
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      {
        "name": "JM SMUCKER CO/THE",
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      {
        "name": "DOMINION ENERGY INC",
        "value": "72329.40",
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      },
      {
        "name": "CARDINAL HEALTH INC",
        "value": "71845.40",
        "weight": "0.02008830",
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      {
        "name": "FEDEX CORP",
        "value": "71236.00",
        "weight": "0.01991791",
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      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "71043.00",
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      {
        "name": "AMGEN INC",
        "value": "70370.00",
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      {
        "name": "WOLFSPEED INC",
        "value": "64620.00",
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      },
      {
        "name": "TEVA PHARMACEUTICAL IND ADR",
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      },
      {
        "name": "MLP",
        "value": "57900.00",
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      },
      {
        "name": "TYSON FOODS INC CL A",
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      },
      {
        "name": "CVS HEALTH CORP",
        "value": "57456.00",
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      },
      {
        "name": "QUANTA SVCS INC",
        "value": "54902.00",
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      {
        "name": "KRAFT HEINZ CO/T",
        "value": "52176.80",
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      {
        "name": "CHEVRON CORP",
        "value": "51725.00",
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      {
        "name": "GENERAL MILLS INC",
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        "weight": "0.01415336",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "48478.00",
        "weight": "0.01355467",
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      },
      {
        "name": "THE CIGNA GROUP",
        "value": "42680.00",
        "weight": "0.01193352",
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      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "39558.00",
        "weight": "0.01106060",
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      },
      {
        "name": "BAXTER INTL INC",
        "value": "33583.20",
        "weight": "0.00939001",
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      },
      {
        "name": "AON PLC-CLASS A",
        "value": "32278.00",
        "weight": "0.00902507",
        "shared": false
      },
      {
        "name": "THE CAMPBELL'S COMPANY",
        "value": "26724.00",
        "weight": "0.00747215",
        "shared": false
      },
      {
        "name": "LULULEMON ATHLETICA INC",
        "value": "24496.00",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "21647.20",
        "weight": "0.00605266",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-021308",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1810747/000094040026021308/0000940400-26-021308-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001162044-26-000460",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1088323/000116204426000460/0001162044-26-000460-index.htm"
    }
  ]
}