{
  "page": "compare",
  "query": {
    "a": "YCGEX",
    "b": "CSIEX"
  },
  "retrieved_at": "2026-07-07T18:00:58+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": "YCG Enhanced Fund",
    "ticker": "YCGEX",
    "slug": "YCGEX",
    "series_id": "S000039146",
    "html_url": "https://fundwatcher.app/funds/YCGEX/"
  },
  "fund_b": {
    "name": "Calvert Equity Fund",
    "ticker": "CSIEX",
    "slug": "CSIEX",
    "series_id": "S000008719",
    "html_url": "https://fundwatcher.app/funds/CSIEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3041826949477750391148566510",
    "coverage_b_by_a": "0.3041826949477750391148566508",
    "shared_count": 14,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MOODYS CORP",
        "value": "33196803.31",
        "weight": "0.06286198",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "29835258.85",
        "weight": "0.05649650",
        "shared": true
      },
      {
        "name": "Hermes International SCA",
        "value": "27501259.59",
        "weight": "0.05207681",
        "shared": false
      },
      {
        "name": "MSCI INC",
        "value": "23946524.91",
        "weight": "0.04534551",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "23467393.22",
        "weight": "0.04443822",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "23246358.48",
        "weight": "0.04401966",
        "shared": false
      },
      {
        "name": "COPART INC",
        "value": "21718156.20",
        "weight": "0.04112583",
        "shared": true
      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "21625219.84",
        "weight": "0.04094985",
        "shared": false
      },
      {
        "name": "REPUBLIC SVCS",
        "value": "21126624.00",
        "weight": "0.04000570",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "20734236.72",
        "weight": "0.03926267",
        "shared": true
      },
      {
        "name": "AON PLC",
        "value": "20508622.98",
        "weight": "0.03883544",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "19839991.50",
        "weight": "0.03756931",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "18306682.42",
        "weight": "0.03466582",
        "shared": true
      },
      {
        "name": "TRANSDIGM GROUP INC",
        "value": "17840406.26",
        "weight": "0.03378287",
        "shared": false
      },
      {
        "name": "UST BILLS 0% 05/14/2026",
        "value": "16261917.01",
        "weight": "0.03079382",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "15129971.20",
        "weight": "0.02865035",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "15044871.87",
        "weight": "0.02848920",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "14739270.00",
        "weight": "0.02791051",
        "shared": false
      },
      {
        "name": "CANADIAN PACIFIC KANSAS CITY LTD",
        "value": "13163200.38",
        "weight": "0.02492604",
        "shared": false
      },
      {
        "name": "CAN NATL RAILWAY",
        "value": "12826121.75",
        "weight": "0.02428774",
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      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "11916386.13",
        "weight": "0.02256505",
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      },
      {
        "name": "INTUIT INC",
        "value": "10873244.49",
        "weight": "0.02058974",
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      },
      {
        "name": "FERRARI NV",
        "value": "9969100.80",
        "weight": "0.01887764",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8852511.28",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "7107504.80",
        "weight": "0.01345888",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "7081330.62",
        "weight": "0.01340932",
        "shared": false
      },
      {
        "name": "COSTAR GROUP INC",
        "value": "6987897.62",
        "weight": "0.01323239",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "6756929.16",
        "weight": "0.01279502",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "6053353.02",
        "weight": "0.01146272",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "5886491.77",
        "weight": "0.01114675",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5574816.72",
        "weight": "0.01055656",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "5368401.78",
        "weight": "0.01016569",
        "shared": false
      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "4983250.00",
        "weight": "0.00943636",
        "shared": false
      },
      {
        "name": "CRH PLC",
        "value": "4222456.14",
        "weight": "0.00799571",
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      },
      {
        "name": "ADOBE INC",
        "value": "4113276.75",
        "weight": "0.00778896",
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      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "4085129.66",
        "weight": "0.00773566",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "2662643.59",
        "weight": "0.00504202",
        "shared": false
      },
      {
        "name": "LVMH MOET HENNESSY LOUIS VUITTON SE",
        "value": "2457196.77",
        "weight": "0.00465299",
        "shared": false
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "2360027.70",
        "weight": "0.00446898",
        "shared": false
      },
      {
        "name": "United States Treasury Bill",
        "value": "577612.87",
        "weight": "0.00109378",
        "shared": false
      },
      {
        "name": "United States Treasury Bill",
        "value": "85551.04",
        "weight": "0.00016200",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "26711.24",
        "weight": "0.00005058",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "15818.53",
        "weight": "0.00002995",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "12826.44",
        "weight": "0.00002429",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "990.68",
        "weight": "0.00000188",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MASTERCARD INC CL A",
        "value": "184031273.58",
        "weight": "0.04849839",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "180126083.80",
        "weight": "0.04746924",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "175156542.72",
        "weight": "0.04615960",
        "shared": true
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "170055278.25",
        "weight": "0.04481525",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "169005577.02",
        "weight": "0.04453862",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "165866440.80",
        "weight": "0.04371135",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "163067274.50",
        "weight": "0.04297368",
        "shared": false
      },
      {
        "name": "VERISIGN INC",
        "value": "158979706.48",
        "weight": "0.04189647",
        "shared": false
      },
      {
        "name": "ZOETIS INC CL A",
        "value": "155601123.31",
        "weight": "0.04100610",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "140127853.50",
        "weight": "0.03692837",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "131337335.88",
        "weight": "0.03461178",
        "shared": true
      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "130031347.28",
        "weight": "0.03426761",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "123565701.20",
        "weight": "0.03256369",
        "shared": true
      },
      {
        "name": "ECOLAB INC",
        "value": "114739480.38",
        "weight": "0.03023769",
        "shared": false
      },
      {
        "name": "EQUIFAX INC",
        "value": "110847670.67",
        "weight": "0.02921207",
        "shared": false
      },
      {
        "name": "XYLEM INC",
        "value": "109508485.50",
        "weight": "0.02885915",
        "shared": false
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "99517875.66",
        "weight": "0.02622629",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "91238904.08",
        "weight": "0.02404450",
        "shared": false
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "79614035.04",
        "weight": "0.02098096",
        "shared": false
      },
      {
        "name": "IDEXX LABS INC",
        "value": "79040504.41",
        "weight": "0.02082982",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "76982313.50",
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        "shared": true
      },
      {
        "name": "WEST PHARMACEUTICAL SVCS INC",
        "value": "76618893.52",
        "weight": "0.02019164",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "70266772.80",
        "weight": "0.01851764",
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      },
      {
        "name": "INTUIT INC",
        "value": "68065259.60",
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      },
      {
        "name": "MSCI INC",
        "value": "54436775.94",
        "weight": "0.01434591",
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      },
      {
        "name": "DOLLAR GENERAL CORP",
        "value": "52237400.64",
        "weight": "0.01376630",
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      },
      {
        "name": "IDEX CORPORATION",
        "value": "49483733.45",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "48626573.55",
        "weight": "0.01281473",
        "shared": false
      },
      {
        "name": "MOODYS CORP",
        "value": "41883926.25",
        "weight": "0.01103781",
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      },
      {
        "name": "GARTNER INC",
        "value": "41407018.38",
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      },
      {
        "name": "REVVITY INC",
        "value": "40021124.10",
        "weight": "0.01054690",
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      },
      {
        "name": "VERALTO CORP",
        "value": "39900497.62",
        "weight": "0.01051511",
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      },
      {
        "name": "COPART INC",
        "value": "39683163.20",
        "weight": "0.01045784",
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      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "36722856.51",
        "weight": "0.00967770",
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      },
      {
        "name": "NETFLIX INC",
        "value": "36036250.80",
        "weight": "0.00949676",
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      },
      {
        "name": "AON PLC",
        "value": "32473604.68",
        "weight": "0.00855788",
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      },
      {
        "name": "METTLER-TOLEDO INTL INC",
        "value": "29499468.00",
        "weight": "0.00777410",
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      },
      {
        "name": "ADOBE INC",
        "value": "26941771.80",
        "weight": "0.00710006",
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      },
      {
        "name": "CROWN CASTLE INC",
        "value": "26459005.79",
        "weight": "0.00697283",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "25942755.48",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "25917779.78",
        "weight": "0.00683020",
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      },
      {
        "name": "TYLER TECHNOLOGIES INC",
        "value": "23440704.32",
        "weight": "0.00617741",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "23162015.35",
        "weight": "0.00610397",
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      },
      {
        "name": "NIKE INC CL B",
        "value": "22428850.96",
        "weight": "0.00591075",
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      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "19664392.58",
        "weight": "0.00518222",
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      },
      {
        "name": "BALL CORP",
        "value": "17784543.92",
        "weight": "0.00468682",
        "shared": false
      },
      {
        "name": "CORE INNOVATIONS CAPITAL I LP",
        "value": "4686727.07",
        "weight": "0.00123511",
        "shared": false
      },
      {
        "name": "DBL EQUITY FUND   BAEF II LP",
        "value": "3668547.00",
        "weight": "0.00096678",
        "shared": false
      },
      {
        "name": "DBL PARTNERS III LP",
        "value": "3331010.00",
        "weight": "0.00087783",
        "shared": false
      },
      {
        "name": "ACCION FRONTIER INCLUSION FUND",
        "value": "1663117.17",
        "weight": "0.00043829",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-011980",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1558372/000089418926011980/0000894189-26-011980-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050770",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/356682/000141036826050770/0001410368-26-050770-index.htm"
    }
  ]
}