{
  "page": "compare",
  "query": {
    "a": "CAPAX",
    "b": "USPX"
  },
  "retrieved_at": "2026-07-07T15:23:03+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": "Federated Hermes Capital Income Fund",
    "ticker": "CAPAX",
    "slug": "CAPAX",
    "series_id": "S000009073",
    "html_url": "https://fundwatcher.app/funds/CAPAX/"
  },
  "fund_b": {
    "name": "Franklin U.S. Equity Index ETF",
    "ticker": "USPX",
    "slug": "USPX",
    "series_id": "S000053154",
    "html_url": "https://fundwatcher.app/funds/USPX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2593226642087039135575494294",
    "coverage_b_by_a": "0.2593226642087039135575494294",
    "shared_count": 80,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "FED HIGH YLD BOND PORT",
        "value": "90489846.09",
        "weight": "0.13496899",
        "shared": false
      },
      {
        "name": "FEDERATED CORE TR MUTUAL FUND",
        "value": "87713098.87",
        "weight": "0.13082736",
        "shared": false
      },
      {
        "name": "FEDERATED CORE TR MTG CORE PORTFOLIO",
        "value": "81253674.07",
        "weight": "0.12119289",
        "shared": false
      },
      {
        "name": "FEDERATED CORE TR FEDERATED BANK LOAN CORE FUND",
        "value": "22481625.38",
        "weight": "0.03353218",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "19838040.38",
        "weight": "0.02958918",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "18658902.69",
        "weight": "0.02783045",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "15720333.84",
        "weight": "0.02344747",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "11233990.32",
        "weight": "0.01675592",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE BANK, NATIONAL",
        "value": "9693243.56",
        "weight": "0.01445783",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "8807194.50",
        "weight": "0.01313626",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "8685853.80",
        "weight": "0.01295528",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "8207961.30",
        "weight": "0.01224248",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "7106899.80",
        "weight": "0.01060021",
        "shared": true
      },
      {
        "name": "JPMorgan Chase Bank NA",
        "value": "6992027.46",
        "weight": "0.01042887",
        "shared": false
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "5998171.50",
        "weight": "0.00894650",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "5798736.00",
        "weight": "0.00864903",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "5521223.78",
        "weight": "0.00823511",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "5134457.08",
        "weight": "0.00765823",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "5129947.50",
        "weight": "0.00765151",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
        "value": "4501106.19",
        "weight": "0.00671357",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "4439353.20",
        "weight": "0.00662146",
        "shared": true
      },
      {
        "name": "Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class",
        "value": "4437866.51",
        "weight": "0.00661924",
        "shared": false
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "4283810.48",
        "weight": "0.00638946",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4276339.35",
        "weight": "0.00637832",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "4148386.28",
        "weight": "0.00618747",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "4005441.72",
        "weight": "0.00597427",
        "shared": true
      },
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "3920174.70",
        "weight": "0.00584709",
        "shared": true
      },
      {
        "name": "HPE 7 5/8",
        "value": "3851107.00",
        "weight": "0.00574407",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "3747216.00",
        "weight": "0.00558911",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "3698577.42",
        "weight": "0.00551657",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "3693588.30",
        "weight": "0.00550912",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "3670878.00",
        "weight": "0.00547525",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3606473.52",
        "weight": "0.00537919",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "3571358.35",
        "weight": "0.00532681",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "3352830.48",
        "weight": "0.00500087",
        "shared": true
      },
      {
        "name": "The Southern Company",
        "value": "3198000.00",
        "weight": "0.00476994",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "3167080.98",
        "weight": "0.00472382",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "3132383.76",
        "weight": "0.00467207",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3014783.20",
        "weight": "0.00449666",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "2925483.48",
        "weight": "0.00436347",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "2924009.22",
        "weight": "0.00436127",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "2879565.80",
        "weight": "0.00429498",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2865030.00",
        "weight": "0.00427330",
        "shared": true
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "2737031.88",
        "weight": "0.00408239",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "2729090.68",
        "weight": "0.00407054",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "2686615.40",
        "weight": "0.00400719",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "2683237.04",
        "weight": "0.00400215",
        "shared": true
      },
      {
        "name": "ALBEMARLE CORP PFD",
        "value": "2629590.00",
        "weight": "0.00392213",
        "shared": false
      },
      {
        "name": "Whirlpool Corp",
        "value": "2592200.00",
        "weight": "0.00386636",
        "shared": false
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "2573821.62",
        "weight": "0.00383895",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "111767902.40",
        "weight": "0.07302364",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "101910643.45",
        "weight": "0.06658339",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "75020132.88",
        "weight": "0.04901446",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "55904249.94",
        "weight": "0.03652508",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "45723477.80",
        "weight": "0.02987347",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "39736707.78",
        "weight": "0.02596201",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "39370910.04",
        "weight": "0.02572301",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "34229965.77",
        "weight": "0.02236417",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "28653374.75",
        "weight": "0.01872070",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "24020858.40",
        "weight": "0.01569405",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "21721656.88",
        "weight": "0.01419186",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "20106172.20",
        "weight": "0.01313638",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "19295262.14",
        "weight": "0.01260657",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16073885.52",
        "weight": "0.01050188",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "14603148.56",
        "weight": "0.00954098",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "13847125.60",
        "weight": "0.00904703",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "12114595.94",
        "weight": "0.00791508",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "11090517.90",
        "weight": "0.00724600",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "11041986.34",
        "weight": "0.00721429",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "10550439.90",
        "weight": "0.00689314",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "10482795.40",
        "weight": "0.00684894",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "10379458.32",
        "weight": "0.00678143",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "9186672.88",
        "weight": "0.00600212",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "9164638.56",
        "weight": "0.00598772",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "9100847.91",
        "weight": "0.00594605",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "8863585.50",
        "weight": "0.00579103",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "8830631.04",
        "weight": "0.00576950",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "8802543.75",
        "weight": "0.00575115",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "8364202.00",
        "weight": "0.00546476",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "8169375.06",
        "weight": "0.00533747",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "8116208.10",
        "weight": "0.00530273",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "8106457.59",
        "weight": "0.00529636",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "7370415.36",
        "weight": "0.00481547",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "7368992.40",
        "weight": "0.00481454",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "7070170.80",
        "weight": "0.00461930",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "7040342.54",
        "weight": "0.00459981",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "6839829.15",
        "weight": "0.00446881",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "6819136.94",
        "weight": "0.00445529",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "6736837.03",
        "weight": "0.00440152",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "6709008.46",
        "weight": "0.00438334",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "6586903.40",
        "weight": "0.00430356",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "6145936.72",
        "weight": "0.00401545",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "6140465.87",
        "weight": "0.00401188",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "6030569.16",
        "weight": "0.00394008",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "5790369.20",
        "weight": "0.00378314",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "5775390.39",
        "weight": "0.00377336",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "5547091.55",
        "weight": "0.00362420",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "5440391.11",
        "weight": "0.00355448",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "5410897.03",
        "weight": "0.00353521",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "5340431.07",
        "weight": "0.00348917",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000789281-26-000031",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/789281/000078928126000031/0000789281-26-000031-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-020745",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1655589/000094040026020745/0000940400-26-020745-index.htm"
    }
  ]
}