{
  "page": "compare",
  "query": {
    "a": "BAEIX",
    "b": "DVRUX"
  },
  "retrieved_at": "2026-07-07T17:28:55+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": "UBS US Dividend Ruler Fund",
    "ticker": "DVRUX",
    "slug": "DVRUX",
    "series_id": "S000068969",
    "html_url": "https://fundwatcher.app/funds/DVRUX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2432036586459902001950390231",
    "coverage_b_by_a": "0.2432036586459902001950390231",
    "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": false
      },
      {
        "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": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "26131702.88",
        "weight": "0.04228850",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "22330875.42",
        "weight": "0.03613769",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "21284610.16",
        "weight": "0.03444453",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "20897526.65",
        "weight": "0.03381812",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "20499790.85",
        "weight": "0.03317447",
        "shared": false
      },
      {
        "name": "AFLAC INC",
        "value": "20370623.67",
        "weight": "0.03296544",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "20130652.10",
        "weight": "0.03257710",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "20095917.00",
        "weight": "0.03252089",
        "shared": true
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "18770174.76",
        "weight": "0.03037546",
        "shared": true
      },
      {
        "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": true
      },
      {
        "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": "MICROSOFT CORP",
        "value": "18109456.74",
        "weight": "0.08177181",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "14780650.05",
        "weight": "0.06674085",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "11185131.15",
        "weight": "0.05050557",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "8864684.56",
        "weight": "0.04002778",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "8772733.68",
        "weight": "0.03961258",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "8675995.94",
        "weight": "0.03917577",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "8501874.60",
        "weight": "0.03838954",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "8157940.56",
        "weight": "0.03683653",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "7841314.14",
        "weight": "0.03540683",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "7751781.91",
        "weight": "0.03500255",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "7638291.30",
        "weight": "0.03449010",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "7394870.13",
        "weight": "0.03339095",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "7189566.93",
        "weight": "0.03246392",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "7034299.32",
        "weight": "0.03176282",
        "shared": true
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "6997898.08",
        "weight": "0.03159845",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "6954125.01",
        "weight": "0.03140080",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "6792937.03",
        "weight": "0.03067297",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "6588907.20",
        "weight": "0.02975169",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "6234405.31",
        "weight": "0.02815096",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "6227327.54",
        "weight": "0.02811900",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "6064074.90",
        "weight": "0.02738185",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "5918928.64",
        "weight": "0.02672645",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "5769065.76",
        "weight": "0.02604976",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "5711210.52",
        "weight": "0.02578852",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4894182.02",
        "weight": "0.02209929",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "4865483.04",
        "weight": "0.02196970",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "3912343.02",
        "weight": "0.01766587",
        "shared": true
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "2928839.70",
        "weight": "0.01322494",
        "shared": true
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "2906848.55",
        "weight": "0.01312564",
        "shared": true
      },
      {
        "name": "REPUBLIC SVCS",
        "value": "2533185.32",
        "weight": "0.01143840",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2398445.34",
        "weight": "0.01082999",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "1866521.42",
        "weight": "0.00842813",
        "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": "0001410368-26-056373",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/886244/000141036826056373/0001410368-26-056373-index.htm"
    }
  ]
}