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CAPE vs HLAL

Shared holdings
64
CAPE covered by HLAL
32.41%
HLAL covered by CAPE
32.41%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CAPE (March 31, 2026)

SecurityWeight
AMAZON.COM INC5.68%
TESLA INC4.71%
META PLATFORMS INC CL A4.55%
LILLY ELI and CO3.44%
JOHNSON&JOHNSON2.76%
ALPHABET INC CL A2.60%
WELLTOWER INC2.43%
PROLOGIS INC REIT2.29%
ALPHABET INC CL C2.07%
ABBVIE INC1.80%
VERIZON COMMUNICATIONS INC1.49%
NETFLIX INC1.49%
HOME DEPOT INC1.48%
AT&T INC1.41%
MERCK & CO1.40%
T-MOBILE US INC1.27%
MCDONALDS CORP1.24%
EQUINIX INC1.24%
COMCAST CORP CL A1.24%
ELECTRONIC ARTS INC1.19%
DIGITAL REALTY TRUST INC1.16%
UNITEDHEALTH GRP1.16%
TJX COS INC1.12%
SIMON PROPERTY1.11%
REALTY INCOME CORP REIT1.10%
WARNER BROS DISCOVERY INC1.10%
AMERICAN TOWER CORP1.08%
WALT DISNEY CO/T1.04%
TAKE-TWO INTERACTV SOFTWR INC0.95%
AMGEN INC0.89%
THERMO FISHER SCIENTIFIC INC0.86%
THE BOOKING HOLDINGS INC0.86%
PUBLIC STORAGE0.85%
ABBOTT LABS0.84%
LOWES COS INC0.84%
OMNICOM GROUP INC0.83%
LIVE NATION ENTERTAINMENT INC0.82%
GILEAD SCIENCES INC0.81%
CBRE GROUP INC - CL A0.79%
INTUITIVE SURGICAL INC0.77%
VENTAS INC REIT0.76%
PFIZER INC0.75%
CROWN CASTLE INC0.70%
CHARTER COMMUNICATIONS INC A0.65%
STARBUCKS CORP0.64%
IRON MOUNTAIN INC0.60%
BRISTOL-MYERS SQUIBB CO0.58%
VICI PROPERTIES0.58%
DANAHER CORP0.56%
EXTRA SPACE STORAGE INC0.56%

HLAL (Feb. 28, 2026)

SecurityWeight
APPLE INC14.05%
MICROSOFT CORP10.62%
ALPHABET INC CL A6.61%
ALPHABET INC CL C5.38%
META PLATFORMS INC CL A5.16%
TESLA INC4.14%
LILLY ELI and CO2.69%
EXXON MOBIL CORP2.35%
JOHNSON&JOHNSON2.18%
MICRON TECHNOLOGY INC1.68%
PROCTER & GAMBLE1.43%
CHEVRON CORP1.28%
ADV MICRO DEVICE1.18%
CISCO SYSTEMS INC1.15%
MERCK & CO1.14%
APPLIED MATERIALS INC1.09%
LAM RESEARCH CORP1.07%
GE VERNOVA LLC0.87%
LINDE PLC0.87%
ABBOTT LABS0.73%
INTEL CORP0.73%
KLA CORP0.73%
THERMO FISHER SCIENTIFIC INC0.72%
AT&T INC0.71%
TEXAS INSTRUMENTS INC0.70%
GILEAD SCIENCES INC0.68%
SALESFORCE INC0.66%
TJX COS INC0.66%
INTUITIVE SURGICAL INC0.65%
ANALOG DEVICES INC0.64%
PFIZER INC0.57%
QUALCOMM INC0.56%
UBER TECHNOLOGIES INC0.55%
WELLTOWER INC0.52%
CONOCOPHILLIPS0.52%
NEWMONT CORP0.52%
STRYKER CORP0.49%
DANAHER CORP0.48%
VERTEX PHARMACEUTICALS INC0.46%
MEDTRONIC PLC0.46%
MCKESSON CORP0.45%
CORNING INC0.43%
BOSTON SCIENTIFIC CORP0.41%
SERVICENOW INC0.41%
ADOBE INC0.40%
TRANE TECHNOLOGIES PLC0.37%
PALO ALTO NETWORKS INC0.36%
VERTIV HOLDINGS CO0.35%
JOHNSON CONTROLS INTERNATIONAL PLC0.35%
WESTERN DIGITAL CORP0.35%

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