{
  "page": "compare",
  "query": {
    "a": "EPSIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T18:42:50+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": "NYLI Epoch Global Equity Yield Fund",
    "ticker": "EPSIX",
    "slug": "EPSIX",
    "series_id": "S000026786",
    "html_url": "https://fundwatcher.app/funds/EPSIX/"
  },
  "fund_b": {
    "name": "Schwab Dividend Equity Fund",
    "ticker": "SWDSX",
    "slug": "SWDSX",
    "series_id": "S000005515",
    "html_url": "https://fundwatcher.app/funds/SWDSX/"
  },
  "overlap": {
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    "coverage_b_by_a": "0.2956782472559516098730948572",
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      "b": "2026-01-31"
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        "name": "HEWLETT PACKARD ENTERPRISE CO",
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      {
        "name": "ACCENTURE PLC CL A",
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        "name": "PROGRESSIVE CORP OHIO",
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  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-006924",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1469192/000207169126006924/0002071691-26-006924-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030039",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030039/0001410368-26-030039-index.htm"
    }
  ]
}