{
  "page": "compare",
  "query": {
    "a": "CSDGX",
    "b": "SCDV"
  },
  "retrieved_at": "2026-07-07T18:19:02+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": "Copeland SMID Cap Dividend Growth Fund",
    "ticker": "CSDGX",
    "slug": "CSDGX",
    "series_id": "S000056507",
    "html_url": "https://fundwatcher.app/funds/CSDGX/"
  },
  "fund_b": {
    "name": "Bahl & Gaynor Small Cap Dividend ETF",
    "ticker": "SCDV",
    "slug": "SCDV",
    "series_id": "S000089193",
    "html_url": "https://fundwatcher.app/funds/SCDV/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1917395109354499373113226168",
    "coverage_b_by_a": "0.1917395109354499373113226168",
    "shared_count": 14,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "CLEAR SECURE INC",
        "value": "3601305.60",
        "weight": "0.02438649",
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      },
      {
        "name": "WESCO INTL",
        "value": "3559113.00",
        "weight": "0.02410078",
        "shared": false
      },
      {
        "name": "ENSIGN GROUP INC",
        "value": "3206124.90",
        "weight": "0.02171050",
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      },
      {
        "name": "VALMONT INDUSTRIES INC",
        "value": "3028179.12",
        "weight": "0.02050553",
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      },
      {
        "name": "TRAVEL+LEISURE CO",
        "value": "2878648.30",
        "weight": "0.01949297",
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      },
      {
        "name": "PRICESMART INC",
        "value": "2871757.26",
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      },
      {
        "name": "AAON INC",
        "value": "2760230.00",
        "weight": "0.01869109",
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      },
      {
        "name": "LITTELFUSE INC",
        "value": "2752712.60",
        "weight": "0.01864019",
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      },
      {
        "name": "HEXCEL CORPORATION",
        "value": "2624888.11",
        "weight": "0.01777461",
        "shared": false
      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "2610554.60",
        "weight": "0.01767755",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "2605303.08",
        "weight": "0.01764199",
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      },
      {
        "name": "DT MIDSTREAM INC",
        "value": "2593670.04",
        "weight": "0.01756322",
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      },
      {
        "name": "LEMAITRE VASCULAR INC",
        "value": "2569924.08",
        "weight": "0.01740242",
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      },
      {
        "name": "NORDSON CORP",
        "value": "2555275.52",
        "weight": "0.01730323",
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      },
      {
        "name": "NVENT ELECTRIC",
        "value": "2551841.60",
        "weight": "0.01727997",
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      },
      {
        "name": "CASEY'S GENERAL",
        "value": "2546281.26",
        "weight": "0.01724232",
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      },
      {
        "name": "CARETRUST REIT INC",
        "value": "2489681.04",
        "weight": "0.01685905",
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      },
      {
        "name": "COGNEX CORP",
        "value": "2483632.00",
        "weight": "0.01681809",
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      },
      {
        "name": "ENCOMPASS HEALTH CORP",
        "value": "2478866.64",
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      },
      {
        "name": "ROYAL GOLD INC",
        "value": "2433095.64",
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      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "2428912.42",
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      {
        "name": "KULICKE and SOFFA INDUSTRIES INC",
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      },
      {
        "name": "STERIS PLC",
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      },
      {
        "name": "WINGSTOP INC",
        "value": "2342856.28",
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      {
        "name": "RELIANCE STEEL and ALUMINUM CO",
        "value": "2283971.04",
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      },
      {
        "name": "CARLISLE COS INC",
        "value": "2252557.62",
        "weight": "0.01525335",
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      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "2241878.22",
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      },
      {
        "name": "BRUNSWICK CORP",
        "value": "2227926.84",
        "weight": "0.01508656",
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      },
      {
        "name": "NEXSTAR MEDIA GROUP INC",
        "value": "2220271.90",
        "weight": "0.01503473",
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      },
      {
        "name": "AZZ INC",
        "value": "2211578.72",
        "weight": "0.01497586",
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      },
      {
        "name": "CHESAPEAKE UTILITIES CORP",
        "value": "2211416.08",
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      },
      {
        "name": "NAPCO SECURITY TECHNOLOGIES INC",
        "value": "2204886.05",
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      },
      {
        "name": "STANDEX INTL CORP",
        "value": "2147352.00",
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      },
      {
        "name": "HOME BANCSHARES INC",
        "value": "2146905.18",
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      {
        "name": "BROOKFIELD INFRA",
        "value": "2131671.68",
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      },
      {
        "name": "UNIVERSAL DISPLAY CORP",
        "value": "2129532.40",
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      },
      {
        "name": "TRANSUNION",
        "value": "2122499.55",
        "weight": "0.01437265",
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      },
      {
        "name": "RYMAN HOSPITALITY PPTYS INC",
        "value": "2105646.25",
        "weight": "0.01425853",
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      },
      {
        "name": "DICKS SPORTING GOODS INC",
        "value": "2060531.97",
        "weight": "0.01395304",
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      },
      {
        "name": "POWER INTEGRATIONS INC",
        "value": "2058882.80",
        "weight": "0.01394187",
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      },
      {
        "name": "LANDSTAR SYSTEM INC",
        "value": "2024164.90",
        "weight": "0.01370677",
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      },
      {
        "name": "GFL ENVIRONM-SUB",
        "value": "1994824.98",
        "weight": "0.01350810",
        "shared": false
      },
      {
        "name": "FIRSTSERVICE-WI",
        "value": "1986484.99",
        "weight": "0.01345162",
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      },
      {
        "name": "JACK HENRY",
        "value": "1976488.36",
        "weight": "0.01338393",
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      },
      {
        "name": "PROSPERITY BNCSH",
        "value": "1960648.94",
        "weight": "0.01327667",
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      },
      {
        "name": "PERDOCEO EDUCATION CORP",
        "value": "1957411.55",
        "weight": "0.01325475",
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      },
      {
        "name": "BENTLEY SYSTEM-B",
        "value": "1941389.80",
        "weight": "0.01314626",
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      },
      {
        "name": "US PHYSICAL THERAPY INC",
        "value": "1938692.24",
        "weight": "0.01312799",
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      },
      {
        "name": "UNIFIRST CORP/MA",
        "value": "1898284.88",
        "weight": "0.01285437",
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      },
      {
        "name": "DOMINOS PIZZA INC",
        "value": "1828602.93",
        "weight": "0.01238251",
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      }
    ],
    "b_top": [
      {
        "name": "ENSIGN GROUP INC",
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      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "8658397.44",
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      },
      {
        "name": "GILDAN ACTIVEWEAR INC",
        "value": "7154697.90",
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      },
      {
        "name": "FED SIGNAL CORP",
        "value": "6657098.40",
        "weight": "0.04932627",
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      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "6298689.60",
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      },
      {
        "name": "LITTELFUSE INC",
        "value": "6114747.65",
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      },
      {
        "name": "ENPRO INDUSTRIES INC",
        "value": "5954190.75",
        "weight": "0.04411803",
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      },
      {
        "name": "VICTORY CAPITAL HOLDINGS INC CL A",
        "value": "5607903.64",
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      },
      {
        "name": "MSA SAFETY INC",
        "value": "5386577.25",
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      },
      {
        "name": "TETRA TECH INC",
        "value": "4969077.12",
        "weight": "0.03681875",
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      },
      {
        "name": "EVERCORE INC A",
        "value": "4940937.52",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "4842527.69",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "4679334.78",
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      },
      {
        "name": "CHEMED CORP",
        "value": "4593696.14",
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      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "4208592.90",
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      },
      {
        "name": "CHESAPEAKE UTILITIES CORP",
        "value": "4184489.81",
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      },
      {
        "name": "LEMAITRE VASCULAR INC",
        "value": "4146167.43",
        "weight": "0.03072134",
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      },
      {
        "name": "BALCHEM CORP",
        "value": "4111754.28",
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      },
      {
        "name": "REINSURANCE GROUP OF AMERICA",
        "value": "3394568.32",
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      },
      {
        "name": "US PHYSICAL THERAPY INC",
        "value": "3280549.44",
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      {
        "name": "DT MIDSTREAM INC",
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      {
        "name": "APTARGROUP INC",
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      {
        "name": "APPLIED INDU TEC",
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      {
        "name": "INTERPARFUMS INC",
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      },
      {
        "name": "ENCOMPASS HEALTH CORP",
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      {
        "name": "ARMSTRONG WORLD INDUSTRIES INC",
        "value": "2010560.00",
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      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "1841371.60",
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      },
      {
        "name": "FIRST FIN BANCRP",
        "value": "1588016.92",
        "weight": "0.01176653",
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      },
      {
        "name": "Silicon Motion Technology Corp. SPONSORED ADR",
        "value": "1379258.07",
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      },
      {
        "name": "AAON INC",
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      {
        "name": "MARZETTI COMPANY/THE",
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      {
        "name": "INSTALLED BUILDING PRODUCTS INC",
        "value": "1201924.95",
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      },
      {
        "name": "BADGER METER INC",
        "value": "787040.10",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "21813.91",
        "weight": "0.00016163",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-005947",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1502745/000091047226005947/0000910472-26-005947-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-247855",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1540305/000119312526247855/0001193125-26-247855-index.htm"
    }
  ]
}