{
  "page": "compare",
  "query": {
    "a": "BAEIX",
    "b": "BDVG"
  },
  "retrieved_at": "2026-07-07T17:38:31+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": "Sterling Capital Equity Income Fund",
    "ticker": "BAEIX",
    "slug": "BAEIX",
    "series_id": "S000003555",
    "html_url": "https://fundwatcher.app/funds/BAEIX/"
  },
  "fund_b": {
    "name": "iMGP Berkshire Dividend Growth ETF",
    "ticker": "BDVG",
    "slug": "BDVG",
    "series_id": "S000080576",
    "html_url": "https://fundwatcher.app/funds/BDVG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2320459517352328838711326014",
    "coverage_b_by_a": "0.2320459517352328838711326014",
    "shared_count": 9,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "29404617.77",
        "weight": "0.04758501",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "28776884.96",
        "weight": "0.04656916",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "26606510.16",
        "weight": "0.04305687",
        "shared": false
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "26541171.23",
        "weight": "0.04295114",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "26502016.42",
        "weight": "0.04288777",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "26131702.88",
        "weight": "0.04228850",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "25106556.00",
        "weight": "0.04062952",
        "shared": true
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "23813174.00",
        "weight": "0.03853646",
        "shared": false
      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "23392945.62",
        "weight": "0.03785642",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "23201695.23",
        "weight": "0.03754692",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "22894404.70",
        "weight": "0.03704964",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "22330875.42",
        "weight": "0.03613769",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "21284610.16",
        "weight": "0.03444453",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "20897526.65",
        "weight": "0.03381812",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "20499790.85",
        "weight": "0.03317447",
        "shared": true
      },
      {
        "name": "AFLAC INC",
        "value": "20370623.67",
        "weight": "0.03296544",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "20130652.10",
        "weight": "0.03257710",
        "shared": true
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "20095917.00",
        "weight": "0.03252089",
        "shared": false
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "18770174.76",
        "weight": "0.03037546",
        "shared": false
      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "18540817.44",
        "weight": "0.03000430",
        "shared": false
      },
      {
        "name": "DR HORTON INC",
        "value": "18408749.10",
        "weight": "0.02979057",
        "shared": false
      },
      {
        "name": "DOMINOS PIZZA INC",
        "value": "18030632.66",
        "weight": "0.02917867",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "16169876.85",
        "weight": "0.02616744",
        "shared": false
      },
      {
        "name": "Federated Hermes Treasury Oligations Fund",
        "value": "15022831.66",
        "weight": "0.02431120",
        "shared": false
      },
      {
        "name": "COTERRA ENERGY INC",
        "value": "14440431.60",
        "weight": "0.02336871",
        "shared": false
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "13804133.81",
        "weight": "0.02233900",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "11502749.44",
        "weight": "0.01861471",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "10238765.75",
        "weight": "0.01656922",
        "shared": true
      },
      {
        "name": "NASDAQ INC",
        "value": "9681364.94",
        "weight": "0.01566719",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "9559687.00",
        "weight": "0.01547028",
        "shared": false
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "7093463.07",
        "weight": "0.01147923",
        "shared": false
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "5702770.00",
        "weight": "0.00922870",
        "shared": false
      },
      {
        "name": "VICI PROPERTIES",
        "value": "2990611.12",
        "weight": "0.00483966",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "CHEVRON CORP",
        "value": "444835.00",
        "weight": "0.04856958",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "382113.84",
        "weight": "0.04172133",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "355161.17",
        "weight": "0.03877848",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "353783.26",
        "weight": "0.03862804",
        "shared": false
      },
      {
        "name": "NUCOR CORP",
        "value": "330421.40",
        "weight": "0.03607726",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "309816.87",
        "weight": "0.03382754",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "307634.51",
        "weight": "0.03358926",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "291671.25",
        "weight": "0.03184630",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "276887.16",
        "weight": "0.03023209",
        "shared": true
      },
      {
        "name": "PPL CORPORATION",
        "value": "274581.60",
        "weight": "0.02998036",
        "shared": false
      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "274261.23",
        "weight": "0.02994538",
        "shared": false
      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "270928.00",
        "weight": "0.02958144",
        "shared": false
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "258513.75",
        "weight": "0.02822598",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "256178.04",
        "weight": "0.02797095",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "244790.49",
        "weight": "0.02672760",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "243588.80",
        "weight": "0.02659639",
        "shared": false
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "238565.95",
        "weight": "0.02604797",
        "shared": false
      },
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "236318.67",
        "weight": "0.02580260",
        "shared": false
      },
      {
        "name": "M&T BANK CORP",
        "value": "234007.04",
        "weight": "0.02555020",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "221707.08",
        "weight": "0.02420722",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "221554.82",
        "weight": "0.02419060",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "218796.16",
        "weight": "0.02388939",
        "shared": false
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "214036.48",
        "weight": "0.02336970",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "212832.29",
        "weight": "0.02323822",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "204688.44",
        "weight": "0.02234903",
        "shared": true
      },
      {
        "name": "DEERE & CO",
        "value": "196028.40",
        "weight": "0.02140348",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "195488.04",
        "weight": "0.02134448",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "194772.24",
        "weight": "0.02126632",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "186897.48",
        "weight": "0.02040651",
        "shared": false
      },
      {
        "name": "NESTLE S A SPONSORED ADR",
        "value": "175605.20",
        "weight": "0.01917356",
        "shared": false
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "168243.10",
        "weight": "0.01836972",
        "shared": false
      },
      {
        "name": "SMITH (AO) CORP",
        "value": "160366.08",
        "weight": "0.01750967",
        "shared": false
      },
      {
        "name": "HERSHEY CO/THE",
        "value": "158620.07",
        "weight": "0.01731903",
        "shared": false
      },
      {
        "name": "LENNAR CORP CL A",
        "value": "145022.80",
        "weight": "0.01583440",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "143984.72",
        "weight": "0.01572106",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "131996.50",
        "weight": "0.01441212",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "130493.57",
        "weight": "0.01424802",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "125951.68",
        "weight": "0.01375211",
        "shared": false
      },
      {
        "name": "WP CAREY INC",
        "value": "113493.20",
        "weight": "0.01239182",
        "shared": false
      },
      {
        "name": "GENERAL MILLS INC",
        "value": "54080.66",
        "weight": "0.00590483",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007797",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/889284/000091047226007797/0000910472-26-007797-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-056127",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1020425/000141036826056127/0001410368-26-056127-index.htm"
    }
  ]
}