{
  "page": "compare",
  "query": {
    "a": "FDV",
    "b": "LOMAX"
  },
  "retrieved_at": "2026-07-07T18:03:06+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 U.S. Strategic Dividend ETF",
    "ticker": "FDV",
    "slug": "FDV",
    "series_id": "S000078169",
    "html_url": "https://fundwatcher.app/funds/FDV/"
  },
  "fund_b": {
    "name": "Edgar Lomax Value Fund",
    "ticker": "LOMAX",
    "slug": "LOMAX",
    "series_id": "S000005075",
    "html_url": "https://fundwatcher.app/funds/LOMAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3188979305455572730039040017",
    "coverage_b_by_a": "0.3188979305455572730039040018",
    "shared_count": 21,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "30493912.00",
        "weight": "0.04081786",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "28943443.80",
        "weight": "0.03874247",
        "shared": true
      },
      {
        "name": "PAYCHEX INC",
        "value": "28691401.46",
        "weight": "0.03840510",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "26951688.84",
        "weight": "0.03607639",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "26411558.68",
        "weight": "0.03535340",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "22884355.00",
        "weight": "0.03063203",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "22736975.94",
        "weight": "0.03043476",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "21597054.86",
        "weight": "0.02890890",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "20599228.88",
        "weight": "0.02757326",
        "shared": true
      },
      {
        "name": "AMDOCS LTD",
        "value": "19989238.32",
        "weight": "0.02675675",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "19354414.50",
        "weight": "0.02590700",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "18839833.74",
        "weight": "0.02521821",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "18605920.00",
        "weight": "0.02490510",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "18552522.42",
        "weight": "0.02483362",
        "shared": true
      },
      {
        "name": "EVERGY INC",
        "value": "18396361.64",
        "weight": "0.02462459",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "18314865.00",
        "weight": "0.02451550",
        "shared": true
      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "18138711.96",
        "weight": "0.02427971",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18013758.96",
        "weight": "0.02411246",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "17305771.28",
        "weight": "0.02316477",
        "shared": true
      },
      {
        "name": "PPL CORPORATION",
        "value": "16927110.72",
        "weight": "0.02265791",
        "shared": false
      },
      {
        "name": "AMCOR PLC",
        "value": "16073117.28",
        "weight": "0.02151480",
        "shared": false
      },
      {
        "name": "FIRSTENERGY CORP",
        "value": "16067082.24",
        "weight": "0.02150672",
        "shared": false
      },
      {
        "name": "DARDEN RESTAURANTS INC",
        "value": "15926269.04",
        "weight": "0.02131823",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "15022583.25",
        "weight": "0.02010860",
        "shared": true
      },
      {
        "name": "NNN REIT INC",
        "value": "14817090.93",
        "weight": "0.01983353",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "14746495.85",
        "weight": "0.01973904",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "13814046.72",
        "weight": "0.01849090",
        "shared": true
      },
      {
        "name": "EASTMAN CHEMICAL CO",
        "value": "11868938.92",
        "weight": "0.01588726",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "11847866.80",
        "weight": "0.01585905",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "11539686.10",
        "weight": "0.01544654",
        "shared": true
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "11202863.65",
        "weight": "0.01499568",
        "shared": true
      },
      {
        "name": "SOUTHERN CO",
        "value": "11136455.50",
        "weight": "0.01490679",
        "shared": true
      },
      {
        "name": "WATSCO INC",
        "value": "10919729.60",
        "weight": "0.01461669",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "10623587.88",
        "weight": "0.01422029",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "10438570.88",
        "weight": "0.01397263",
        "shared": false
      },
      {
        "name": "MCCORMICK-N/V",
        "value": "10172016.36",
        "weight": "0.01361583",
        "shared": false
      },
      {
        "name": "PRINCIPAL FINL GROUP INC",
        "value": "9959716.09",
        "weight": "0.01333166",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "9479565.92",
        "weight": "0.01268895",
        "shared": true
      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "9255659.40",
        "weight": "0.01238923",
        "shared": false
      },
      {
        "name": "ENTERGY CORP",
        "value": "8750101.10",
        "weight": "0.01171252",
        "shared": false
      },
      {
        "name": "SYSCO CORP",
        "value": "8223777.96",
        "weight": "0.01100800",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "8144290.30",
        "weight": "0.01090160",
        "shared": true
      },
      {
        "name": "HP INC",
        "value": "8079516.06",
        "weight": "0.01081490",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "7961429.26",
        "weight": "0.01065683",
        "shared": false
      },
      {
        "name": "MSC INDUSTRIAL DIRECT CO CL A",
        "value": "7859551.77",
        "weight": "0.01052046",
        "shared": false
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "7665737.40",
        "weight": "0.01026103",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "7566501.54",
        "weight": "0.01012820",
        "shared": true
      },
      {
        "name": "BEST BUY CO INC",
        "value": "6238757.13",
        "weight": "0.00835094",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "6045744.55",
        "weight": "0.00809258",
        "shared": true
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "3877866.18",
        "weight": "0.00519075",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "FEDEX CORP",
        "value": "5333237.50",
        "weight": "0.05003547",
        "shared": false
      },
      {
        "name": "TARGET CORP",
        "value": "5183850.50",
        "weight": "0.04863395",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "4970890.00",
        "weight": "0.04663599",
        "shared": true
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "4306315.50",
        "weight": "0.04040107",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "4289603.50",
        "weight": "0.04024428",
        "shared": false
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "3908574.00",
        "weight": "0.03666953",
        "shared": false
      },
      {
        "name": "Invesco Treasury Portfolio, Institutional Class",
        "value": "3686316.01",
        "weight": "0.03458435",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "3324990.00",
        "weight": "0.03119446",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "3265137.00",
        "weight": "0.03063293",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "3139354.50",
        "weight": "0.02945286",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3120450.00",
        "weight": "0.02927550",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3089590.00",
        "weight": "0.02898598",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3012634.50",
        "weight": "0.02826399",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "2920437.00",
        "weight": "0.02739901",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "2866148.88",
        "weight": "0.02688969",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "2737634.50",
        "weight": "0.02568399",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2261137.50",
        "weight": "0.02121358",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "2223812.50",
        "weight": "0.02086341",
        "shared": false
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "2012077.50",
        "weight": "0.01887695",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1844066.50",
        "weight": "0.01730070",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "1775816.00",
        "weight": "0.01666038",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "1693896.00",
        "weight": "0.01589183",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1681290.00",
        "weight": "0.01577356",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1672620.00",
        "weight": "0.01569222",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "1667912.50",
        "weight": "0.01564805",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1667680.00",
        "weight": "0.01564587",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1579050.50",
        "weight": "0.01481437",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1574720.00",
        "weight": "0.01477374",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1544744.50",
        "weight": "0.01449251",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "1504640.00",
        "weight": "0.01411626",
        "shared": false
      },
      {
        "name": "STARBUCKS CORP",
        "value": "1480395.00",
        "weight": "0.01388880",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1460901.00",
        "weight": "0.01370591",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "1459485.00",
        "weight": "0.01369262",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "1450020.00",
        "weight": "0.01360383",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "1431830.00",
        "weight": "0.01343317",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "1422720.00",
        "weight": "0.01334770",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "1380456.00",
        "weight": "0.01295119",
        "shared": true
      },
      {
        "name": "METLIFE INC",
        "value": "1356736.00",
        "weight": "0.01272865",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1292148.00",
        "weight": "0.01212270",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "1264956.00",
        "weight": "0.01186759",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "1257078.00",
        "weight": "0.01179368",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "1170802.50",
        "weight": "0.01098426",
        "shared": true
      },
      {
        "name": "NIKE INC CL B",
        "value": "1081675.00",
        "weight": "0.01014808",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "912024.75",
        "weight": "0.00855645",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "875416.00",
        "weight": "0.00821299",
        "shared": false
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "873600.00",
        "weight": "0.00819596",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "838897.50",
        "weight": "0.00787038",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "487494.00",
        "weight": "0.00457358",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "483301.00",
        "weight": "0.00453424",
        "shared": false
      },
      {
        "name": "SIMON PROPERTY",
        "value": "468709.50",
        "weight": "0.00439735",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001849998-26-000119",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1849998/000184999826000119/0001849998-26-000119-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-126116",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000119312526126116/0001193125-26-126116-index.htm"
    }
  ]
}