{
  "page": "compare",
  "query": {
    "a": "FMUIX",
    "b": "SWP1Z"
  },
  "retrieved_at": "2026-07-07T16:46:11+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 Muni and Stock Advantage Fund",
    "ticker": "FMUIX",
    "slug": "FMUIX",
    "series_id": "S000009076",
    "html_url": "https://fundwatcher.app/funds/FMUIX/"
  },
  "fund_b": {
    "name": "Schwab S&P 500 Index Portfolio",
    "ticker": "SWP1Z",
    "slug": "SWP1Z",
    "series_id": "S000006547",
    "html_url": "https://fundwatcher.app/funds/SWP1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3272812964646960484602058093",
    "coverage_b_by_a": "0.3272812964646960484602058094",
    "shared_count": 82,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "44861908.00",
        "weight": "0.03136267",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "30855173.31",
        "weight": "0.02157066",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "29347587.90",
        "weight": "0.02051671",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "20428969.38",
        "weight": "0.01428176",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "20399845.83",
        "weight": "0.01426140",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "20295210.60",
        "weight": "0.01418825",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "19301859.06",
        "weight": "0.01349381",
        "shared": true
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "15944515.65",
        "weight": "0.01114671",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "15082574.80",
        "weight": "0.01054413",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "14171969.57",
        "weight": "0.00990753",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "13655678.51",
        "weight": "0.00954660",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "11490704.72",
        "weight": "0.00803308",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "11336590.20",
        "weight": "0.00792534",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "10972055.60",
        "weight": "0.00767049",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "10283721.36",
        "weight": "0.00718928",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "10256649.44",
        "weight": "0.00717036",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "10121426.28",
        "weight": "0.00707582",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "9479887.93",
        "weight": "0.00662733",
        "shared": true
      },
      {
        "name": "Salt River Project Agricultural Improvement & Power District",
        "value": "9454640.18",
        "weight": "0.00660968",
        "shared": false
      },
      {
        "name": "FRANKLIN CO-B-2",
        "value": "9300000.00",
        "weight": "0.00650157",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "9268180.35",
        "weight": "0.00647933",
        "shared": true
      },
      {
        "name": "DeSoto Independent School District",
        "value": "8880840.54",
        "weight": "0.00620854",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "8688805.16",
        "weight": "0.00607429",
        "shared": true
      },
      {
        "name": "ID HSG & FIN ASSN -A",
        "value": "8562503.96",
        "weight": "0.00598599",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "8060078.52",
        "weight": "0.00563475",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "7811746.60",
        "weight": "0.00546114",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "7799073.10",
        "weight": "0.00545228",
        "shared": true
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "7782912.04",
        "weight": "0.00544098",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "7774568.07",
        "weight": "0.00543515",
        "shared": true
      },
      {
        "name": "Virginia College Building Authority",
        "value": "7771881.69",
        "weight": "0.00543327",
        "shared": false
      },
      {
        "name": "MCKESSON CORP",
        "value": "7594403.20",
        "weight": "0.00530920",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "7402338.94",
        "weight": "0.00517493",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "7302302.55",
        "weight": "0.00510499",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "7276982.40",
        "weight": "0.00508729",
        "shared": true
      },
      {
        "name": "Washington (State of), Series 2018 C, GO Bonds",
        "value": "7228888.80",
        "weight": "0.00505367",
        "shared": false
      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "7089227.37",
        "weight": "0.00495603",
        "shared": true
      },
      {
        "name": "DFW ARPT 4% 11/1/2045",
        "value": "7055025.59",
        "weight": "0.00493212",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "6813125.26",
        "weight": "0.00476301",
        "shared": true
      },
      {
        "name": "ILLINOIS ST REGD B/E 5.50000000",
        "value": "6796634.00",
        "weight": "0.00475148",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "6793726.68",
        "weight": "0.00474945",
        "shared": true
      },
      {
        "name": "Northampton County General Purpose Authority",
        "value": "6650000.00",
        "weight": "0.00464897",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "6429680.40",
        "weight": "0.00449495",
        "shared": true
      },
      {
        "name": "SOUTHERN CO",
        "value": "6371272.90",
        "weight": "0.00445412",
        "shared": true
      },
      {
        "name": "District of Columbia, Series 2019 A, GO Bonds",
        "value": "6295723.25",
        "weight": "0.00440130",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "6264321.28",
        "weight": "0.00437935",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "6246915.52",
        "weight": "0.00436718",
        "shared": true
      },
      {
        "name": "Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A",
        "value": "6203359.38",
        "weight": "0.00433673",
        "shared": false
      },
      {
        "name": "County of Anne Arundel MD",
        "value": "6191113.80",
        "weight": "0.00432817",
        "shared": false
      },
      {
        "name": "ARES MANAGEMENT CORP CL A",
        "value": "6149177.20",
        "weight": "0.00429885",
        "shared": true
      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "6130149.84",
        "weight": "0.00428555",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "244538448.00",
        "weight": "0.07562450",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "214983478.68",
        "weight": "0.06648451",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "158578606.98",
        "weight": "0.04904108",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "117456990.55",
        "weight": "0.03632405",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "96584790.12",
        "weight": "0.02986924",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "84709791.90",
        "weight": "0.02619685",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "77386222.20",
        "weight": "0.02393200",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "72247432.14",
        "weight": "0.02234281",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "60361419.25",
        "weight": "0.01866701",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "50739133.60",
        "weight": "0.01569128",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "45796887.92",
        "weight": "0.01416287",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "42080397.27",
        "weight": "0.01301353",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "40921822.34",
        "weight": "0.01265524",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "34003803.96",
        "weight": "0.01051581",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "31453652.36",
        "weight": "0.00972717",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "29327858.40",
        "weight": "0.00906976",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "25541490.19",
        "weight": "0.00789881",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "23487017.96",
        "weight": "0.00726346",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "23437620.15",
        "weight": "0.00724818",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "22402097.50",
        "weight": "0.00692794",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "22192244.62",
        "weight": "0.00686304",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "21963991.92",
        "weight": "0.00679245",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "19367670.72",
        "weight": "0.00598953",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "19287895.68",
        "weight": "0.00596486",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "19155782.52",
        "weight": "0.00592400",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "19040570.96",
        "weight": "0.00588837",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "18893414.94",
        "weight": "0.00584286",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "18677246.25",
        "weight": "0.00577601",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "17706348.36",
        "weight": "0.00547576",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "17243932.37",
        "weight": "0.00533276",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "17193340.53",
        "weight": "0.00531711",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "16999912.80",
        "weight": "0.00525729",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "15659450.64",
        "weight": "0.00484275",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "15401253.78",
        "weight": "0.00476290",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "14919657.60",
        "weight": "0.00461396",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "14856625.70",
        "weight": "0.00459447",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "14620399.18",
        "weight": "0.00452142",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "14401186.34",
        "weight": "0.00445363",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "14186422.39",
        "weight": "0.00438721",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "14148880.51",
        "weight": "0.00437560",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "13557009.90",
        "weight": "0.00419256",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "13364202.32",
        "weight": "0.00413293",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "13077910.06",
        "weight": "0.00404440",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "12769428.73",
        "weight": "0.00394900",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "12228776.92",
        "weight": "0.00378180",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12197997.60",
        "weight": "0.00377228",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "11960289.12",
        "weight": "0.00369877",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "11694015.19",
        "weight": "0.00361642",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "11419593.13",
        "weight": "0.00353156",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "11408486.11",
        "weight": "0.00352812",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000789281-26-000083",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/789281/000078928126000083/0000789281-26-000083-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050043",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm"
    }
  ]
}