{
  "page": "compare",
  "query": {
    "a": "DLCIX",
    "b": "SWLSX"
  },
  "retrieved_at": "2026-07-07T13:10:40+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": "DANA LARGE CAP EQUITY FUND",
    "ticker": "DLCIX",
    "slug": "DLCIX",
    "series_id": "S000042642",
    "html_url": "https://fundwatcher.app/funds/DLCIX/"
  },
  "fund_b": {
    "name": "Schwab Large-Cap Growth Fund",
    "ticker": "SWLSX",
    "slug": "SWLSX",
    "series_id": "S000005513",
    "html_url": "https://fundwatcher.app/funds/SWLSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5107298193395176456380889262",
    "coverage_b_by_a": "0.5107298193395176456380889262",
    "shared_count": 21,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "5428304.00",
        "weight": "0.07930494",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4617600.00",
        "weight": "0.06746094",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "4477275.00",
        "weight": "0.06541086",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3384574.00",
        "weight": "0.04944702",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2915660.00",
        "weight": "0.04259641",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2237842.23",
        "weight": "0.03269381",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "1566400.44",
        "weight": "0.02288437",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1522405.44",
        "weight": "0.02224162",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1468584.00",
        "weight": "0.02145531",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1427400.00",
        "weight": "0.02085364",
        "shared": false
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "1399367.40",
        "weight": "0.02044409",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "1364604.22",
        "weight": "0.01993622",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "1336680.00",
        "weight": "0.01952826",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "1316973.68",
        "weight": "0.01924036",
        "shared": false
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "1311750.00",
        "weight": "0.01916404",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "1303389.00",
        "weight": "0.01904189",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1284180.23",
        "weight": "0.01876126",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "1274906.00",
        "weight": "0.01862577",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "1225656.00",
        "weight": "0.01790625",
        "shared": true
      },
      {
        "name": "DELTA AIR LI",
        "value": "1223820.00",
        "weight": "0.01787943",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1221597.00",
        "weight": "0.01784695",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1208781.00",
        "weight": "0.01765972",
        "shared": false
      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "1193476.32",
        "weight": "0.01743612",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1187424.00",
        "weight": "0.01734770",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1168250.00",
        "weight": "0.01706758",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1154963.40",
        "weight": "0.01687347",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "1130675.00",
        "weight": "0.01651862",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "1129752.00",
        "weight": "0.01650514",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "1104228.00",
        "weight": "0.01613225",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "1098074.40",
        "weight": "0.01604235",
        "shared": false
      },
      {
        "name": "RESTAURANT BRANDS INTERNATIONAL INC",
        "value": "1083774.44",
        "weight": "0.01583343",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "1071723.87",
        "weight": "0.01565738",
        "shared": false
      },
      {
        "name": "CARNIVAL CORP",
        "value": "1060400.00",
        "weight": "0.01549194",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "1057815.00",
        "weight": "0.01545417",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "1034550.00",
        "weight": "0.01511428",
        "shared": true
      },
      {
        "name": "PULTEGROUP INC",
        "value": "1015588.00",
        "weight": "0.01483726",
        "shared": false
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "985707.10",
        "weight": "0.01440071",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "860200.00",
        "weight": "0.01256711",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "817232.04",
        "weight": "0.01193937",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "816436.22",
        "weight": "0.01192775",
        "shared": true
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "807525.00",
        "weight": "0.01179756",
        "shared": false
      },
      {
        "name": "PPL CORPORATION",
        "value": "786240.00",
        "weight": "0.01148659",
        "shared": false
      },
      {
        "name": "JM SMUCKER CO/THE",
        "value": "771986.25",
        "weight": "0.01127835",
        "shared": false
      },
      {
        "name": "SYSCO CORP",
        "value": "750536.66",
        "weight": "0.01096498",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "747000.00",
        "weight": "0.01091332",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "724142.00",
        "weight": "0.01057937",
        "shared": true
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "319585.87",
        "weight": "0.00466900",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "53460.00",
        "weight": "0.00078103",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "61650892.80",
        "weight": "0.10509632",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "48308948.48",
        "weight": "0.08235230",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "45107452.00",
        "weight": "0.07689471",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "42755335.56",
        "weight": "0.07288505",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "33059101.80",
        "weight": "0.05635587",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "31448566.70",
        "weight": "0.05361039",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "30588818.00",
        "weight": "0.05214478",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "19250541.15",
        "weight": "0.03281641",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "18399597.09",
        "weight": "0.03136581",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "10144403.43",
        "weight": "0.01729317",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "10092709.26",
        "weight": "0.01720505",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "9396303.34",
        "weight": "0.01601788",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "9290134.32",
        "weight": "0.01583690",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "9006901.20",
        "weight": "0.01535407",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "8456052.77",
        "weight": "0.01441504",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "8374560.48",
        "weight": "0.01427612",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "8314630.75",
        "weight": "0.01417396",
        "shared": false
      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "8191579.82",
        "weight": "0.01396419",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "8003186.66",
        "weight": "0.01364304",
        "shared": false
      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "7698195.00",
        "weight": "0.01312312",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "7085369.85",
        "weight": "0.01207843",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "6998254.56",
        "weight": "0.01192993",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "6481688.85",
        "weight": "0.01104934",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "6292379.04",
        "weight": "0.01072662",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "6169685.52",
        "weight": "0.01051747",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "6014643.68",
        "weight": "0.01025317",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "5925584.74",
        "weight": "0.01010135",
        "shared": true
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "5629237.97",
        "weight": "0.00959617",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "5187734.54",
        "weight": "0.00884353",
        "shared": false
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "5186230.08",
        "weight": "0.00884097",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "5182689.45",
        "weight": "0.00883493",
        "shared": false
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "5037157.80",
        "weight": "0.00858685",
        "shared": false
      },
      {
        "name": "SYNOPSYS INC",
        "value": "4795800.77",
        "weight": "0.00817540",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "4701729.60",
        "weight": "0.00801504",
        "shared": false
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "4691717.55",
        "weight": "0.00799797",
        "shared": false
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "4640023.30",
        "weight": "0.00790985",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "4260676.40",
        "weight": "0.00726318",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "4214152.20",
        "weight": "0.00718387",
        "shared": true
      },
      {
        "name": "DATADOG INC CL A",
        "value": "4117031.52",
        "weight": "0.00701831",
        "shared": false
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "3880581.12",
        "weight": "0.00661523",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "3865308.34",
        "weight": "0.00658919",
        "shared": true
      },
      {
        "name": "KLA CORP",
        "value": "3698364.60",
        "weight": "0.00630460",
        "shared": false
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "3536463.88",
        "weight": "0.00602861",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "3430739.90",
        "weight": "0.00584838",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "3353317.50",
        "weight": "0.00571640",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "3337587.96",
        "weight": "0.00568959",
        "shared": false
      },
      {
        "name": "DOORDASH INC-A",
        "value": "3140917.00",
        "weight": "0.00535432",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "2973862.71",
        "weight": "0.00506955",
        "shared": false
      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "2926516.58",
        "weight": "0.00498883",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "2847415.50",
        "weight": "0.00485399",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-010310",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1437249/000091047226010310/0000910472-26-010310-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030040",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm"
    }
  ]
}