{
  "page": "compare",
  "query": {
    "a": "ULTY",
    "b": "WSACX"
  },
  "retrieved_at": "2026-07-07T16:46:23+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": "YieldMax Ultra Option Income Strategy ETF",
    "ticker": "ULTY",
    "slug": "ULTY",
    "series_id": "S000084078",
    "html_url": "https://fundwatcher.app/funds/ULTY/"
  },
  "fund_b": {
    "name": "Wellington Shields All-Cap Fund",
    "ticker": "WSACX",
    "slug": "WSACX",
    "series_id": "S000010456",
    "html_url": "https://fundwatcher.app/funds/WSACX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2737911593788014640539149923",
    "coverage_b_by_a": "0.2737911593788014640539149922",
    "shared_count": 8,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "76695888.00",
        "weight": "0.06063423",
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      },
      {
        "name": "QUANTA SVCS INC",
        "value": "71194500.00",
        "weight": "0.05628494",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "64434960.00",
        "weight": "0.05094098",
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      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "64176364.20",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "62690640.00",
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      },
      {
        "name": "REDDIT INC-A",
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      },
      {
        "name": "VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000",
        "value": "61220580.00",
        "weight": "0.04839976",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "60840000.00",
        "weight": "0.04809888",
        "shared": true
      },
      {
        "name": "Southern Copper Corporation COM USD0.01",
        "value": "59094360.00",
        "weight": "0.04671881",
        "shared": false
      },
      {
        "name": "IREN LTD",
        "value": "48366000.00",
        "weight": "0.03823719",
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      },
      {
        "name": "Amplify Junior Silver Miners ETF",
        "value": "47684100.00",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "45077600.00",
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      },
      {
        "name": "JABIL INC",
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      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "44746104.00",
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      },
      {
        "name": "STRATEGY INC CL A",
        "value": "43865030.00",
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      },
      {
        "name": "LUMENTUM HOLDINGS INC",
        "value": "39184000.00",
        "weight": "0.03097808",
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      },
      {
        "name": "COHERENT CORP",
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      },
      {
        "name": "CIENA CORP",
        "value": "37519690.00",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "36852200.00",
        "weight": "0.02913461",
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      },
      {
        "name": "NUSCALE POWER CORP",
        "value": "35694160.00",
        "weight": "0.02821908",
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      },
      {
        "name": "COMFORT SYSTEMS USA INC",
        "value": "35405100.00",
        "weight": "0.02799056",
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      },
      {
        "name": "Direxion Daily 20+ Year Treasury Bull 3X Shares",
        "value": "33237000.00",
        "weight": "0.02627650",
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      },
      {
        "name": "ASTERA LABS INC",
        "value": "30124000.00",
        "weight": "0.02381543",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "29975760.00",
        "weight": "0.02369823",
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      },
      {
        "name": "ROBLOX CORP - A",
        "value": "29592000.00",
        "weight": "0.02339484",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "22817300.00",
        "weight": "0.01803890",
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      },
      {
        "name": "MONGODB INC CL A",
        "value": "20794480.00",
        "weight": "0.01643970",
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      },
      {
        "name": "INTUIT INC",
        "value": "17961120.00",
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      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "3741120.00",
        "weight": "0.05400005",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "3437486.00",
        "weight": "0.04961734",
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      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "3409173.00",
        "weight": "0.04920866",
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      },
      {
        "name": "QUANTA SVCS INC",
        "value": "3153248.00",
        "weight": "0.04551459",
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      },
      {
        "name": "WALMART INC",
        "value": "2840490.00",
        "weight": "0.04100018",
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      },
      {
        "name": "VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000",
        "value": "2780160.00",
        "weight": "0.04012936",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "2735174.00",
        "weight": "0.03948003",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2552550.00",
        "weight": "0.03684400",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2310000.00",
        "weight": "0.03334298",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "2160070.00",
        "weight": "0.03117887",
        "shared": false
      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "2100990.00",
        "weight": "0.03032609",
        "shared": false
      },
      {
        "name": "MCKESSON CORP",
        "value": "2024108.50",
        "weight": "0.02921637",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "2020137.00",
        "weight": "0.02915905",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "2009280.00",
        "weight": "0.02900233",
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      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "1849464.00",
        "weight": "0.02669552",
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      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "1814340.00",
        "weight": "0.02618853",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1681470.00",
        "weight": "0.02427066",
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      },
      {
        "name": "MONEYMKT",
        "value": "1656628.05",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1628812.50",
        "weight": "0.02351059",
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      },
      {
        "name": "TESLA INC",
        "value": "1610040.00",
        "weight": "0.02323963",
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      },
      {
        "name": "APPLE INC",
        "value": "1558662.00",
        "weight": "0.02249803",
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      },
      {
        "name": "INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND",
        "value": "1537275.00",
        "weight": "0.02218932",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "1510530.00",
        "weight": "0.02180328",
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      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "1489200.00",
        "weight": "0.02149540",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1371900.00",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1349930.00",
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      },
      {
        "name": "LINDE PLC",
        "value": "1270200.00",
        "weight": "0.01833431",
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      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "1255200.00",
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      },
      {
        "name": "ROSS STORES INC",
        "value": "1233840.00",
        "weight": "0.01780948",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "1094331.00",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1031470.00",
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      },
      {
        "name": "BLACKSTONE INC",
        "value": "906960.00",
        "weight": "0.01309124",
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      },
      {
        "name": "SLB LTD",
        "value": "872780.00",
        "weight": "0.01259787",
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      },
      {
        "name": "State Street SPDR S&P Metals & Mining ETF",
        "value": "835450.00",
        "weight": "0.01205905",
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      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "825055.00",
        "weight": "0.01190900",
        "shared": false
      },
      {
        "name": "ST STR SPDR S P BIOTECH E",
        "value": "764220.00",
        "weight": "0.01103090",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "712998.00",
        "weight": "0.01029155",
        "shared": false
      },
      {
        "name": "ISHARES BIOTECHNOLOGY ETF",
        "value": "701480.00",
        "weight": "0.01012530",
        "shared": false
      },
      {
        "name": "TAKE-TWO INTERACTV SOFTWR INC",
        "value": "655588.00",
        "weight": "0.00946288",
        "shared": false
      },
      {
        "name": "Grayscale Ethereum Trust",
        "value": "439320.00",
        "weight": "0.00634123",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "348810.00",
        "weight": "0.00503479",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-011059",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1924868/000089418926011059/0000894189-26-011059-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001413042-26-000301",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/931491/000141304226000301/0001413042-26-000301-index.htm"
    }
  ]
}