Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

HSFNX vs FIDAX

Shared holdings
3
HSFNX covered by FIDAX
7.89%
FIDAX covered by HSFNX
7.89%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HSFNX (Jan. 31, 2026)

SecurityWeight
BANC OF CALIFORNIA INC5.66%
PROVIDENT FINANCIAL SVCS INC5.53%
COLUMBIA BANKING SYSTEMS INC5.37%
NB BANCORP INC5.31%
EAGLE BANCRP INC5.24%
HINGHAM INST SVG5.24%
CONNECTONE BANCORP INC5.21%
OCEANFIRST FINL4.94%
WASHINGTON FEDERAL INC4.84%
NY COMM BANCORP4.82%
INDEPENDENT BANK CORP MASS4.36%
CUSTOMERS BANCORP INC3.63%
WINTRUST FINL3.58%
BANKUNITED INC3.53%
AVIDIA BANCORP INC3.35%
WESTERN NEW ENGLAND BANCORP INC3.26%
BERKSHIRE HILLS BANCORP INC3.25%
BANCORP INC/THE3.21%
EASTERN BANKSHARES INC3.04%
OLD NATL BANCORP2.97%
SOUTHERN CALIFORNIA BANCORP2.79%
BREAD FINANCIAL HOLDINGS2.74%
HANCOCK WHITNEY CORP1.58%
ASSOCIATED BANC CORP1.55%
FRST AM-GV OB-X1.39%
ROCKET COS INC-A1.09%
KEARNY FINANCIAL CORP1.05%
BANNER CORPORATI0.83%
ATLANTIC UNION B0.63%

FIDAX (Jan. 31, 2026)

SecurityWeight
CITIZENS FINANCIAL GROUP INC5.04%
MORGAN STANLEY4.37%
CITIGROUP INC4.05%
SCHWAB CHARLES CORP3.99%
COLUMBIA BANKING SYSTEMS INC3.84%
CAPITAL ONE FINANCIAL CORP3.77%
JPMORGAN CHASE and CO3.62%
FIFTH THIRD BANCORP3.59%
VISA INC-CLASS A3.35%
BANK OF AMERICA CORPORATION3.29%
CAIXABANK SA COMMON STOCK EUR1.03.12%
NN GROUP NV COMMON STOCK EUR.123.12%
CARLYLE GROUP INC (THE)3.10%
POPULAR INC3.06%
HARTFORD INSURANCE GROUP INC/THE2.95%
BANK OF IRELAND GROUP PLC COMMON STOCK EUR1.02.95%
NASDAQ INC2.91%
INTERCONTINENTAL EXCHANGE INC2.57%
SUMITOMO MITSUI TRUST GROUP IN COMMON STOCK2.46%
ZIONS BANCORP NA2.43%
OLD NATL BANCORP2.42%
WELLS FARGO & CO2.34%
UNUM GROUP2.27%
AMERICAN EXPRESS CO2.18%
DEUTSCHE BANK AG REGISTERED COMMON STOCK1.99%
PINNACLE FINANCIAL PARTNERS INC1.82%
MASTERCARD INC CL A1.76%
KKR & CO INC1.69%
PALOMAR HOLDINGS1.68%
EASTERN BANKSHARES INC1.63%
AMERICAN BUSINESS BANK COMMON STOCK1.60%
MAREX GRP. PLC1.46%
MIAMI INTERNATIONAL HOLDINGS INC1.41%
JEFFERIES FINANCIAL GROUP INC1.18%
AMERICAN INTEGRITY INSURANCE GROUP INC1.15%
JH COLLATERAL1.13%
RENASANT CORP1.11%
COASTAL FINANCIAL CORP/WA0.92%
M&T BANK CORP0.52%
SOUTHSTATE BANK CORP0.51%
NBT BANCORP INC0.50%
FISERV INC0.48%
ETHOS TECHNOLOGI0.35%
BOWHEAD SPECIALTY HOLDINGS INC0.30%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.