{
  "page": "compare",
  "query": {
    "a": "FRDAX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T17:56:58+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": "Franklin Rising Dividends Fund",
    "ticker": "FRDAX",
    "slug": "FRDAX",
    "series_id": "S000006858",
    "html_url": "https://fundwatcher.app/funds/FRDAX/"
  },
  "fund_b": {
    "name": "Schwab Dividend Equity Fund",
    "ticker": "SWDSX",
    "slug": "SWDSX",
    "series_id": "S000005515",
    "html_url": "https://fundwatcher.app/funds/SWDSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4004336113736713750795681729",
    "coverage_b_by_a": "0.4004336113736713750795681729",
    "shared_count": 22,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MICROSOFT CORP",
        "value": "1563968250.00",
        "weight": "0.06063298",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "1213279200.00",
        "weight": "0.04703723",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "987243100.00",
        "weight": "0.03827411",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "957490800.00",
        "weight": "0.03712065",
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      },
      {
        "name": "WALMART INC",
        "value": "914079400.00",
        "weight": "0.03543765",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "842792000.00",
        "weight": "0.03267393",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "791868800.00",
        "weight": "0.03069971",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "763409100.00",
        "weight": "0.02959636",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "683209800.00",
        "weight": "0.02648714",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "666508500.00",
        "weight": "0.02583965",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "636986300.00",
        "weight": "0.02469512",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "618782300.00",
        "weight": "0.02398937",
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      },
      {
        "name": "STRYKER CORP",
        "value": "548416710.00",
        "weight": "0.02126139",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "519261800.00",
        "weight": "0.02013109",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "512803500.00",
        "weight": "0.01988071",
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      },
      {
        "name": "NASDAQ INC",
        "value": "497455400.00",
        "weight": "0.01928569",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "487286300.00",
        "weight": "0.01889145",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "475875450.00",
        "weight": "0.01844906",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "472605000.00",
        "weight": "0.01832227",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "457816450.00",
        "weight": "0.01774894",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "454145500.00",
        "weight": "0.01760662",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "441668500.00",
        "weight": "0.01712290",
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      },
      {
        "name": "JOHNSON CONTROLS INTERNATIONAL PLC",
        "value": "440646750.00",
        "weight": "0.01708329",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "438667600.00",
        "weight": "0.01700656",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "427237500.00",
        "weight": "0.01656343",
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      },
      {
        "name": "WW GRAINGER INC",
        "value": "425415900.00",
        "weight": "0.01649281",
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      },
      {
        "name": "LOWES COS INC",
        "value": "411127200.00",
        "weight": "0.01593886",
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      },
      {
        "name": "DANAHER CORP",
        "value": "391524000.00",
        "weight": "0.01517887",
        "shared": false
      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "385592800.00",
        "weight": "0.01494892",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "376164000.00",
        "weight": "0.01458338",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "375825900.00",
        "weight": "0.01457027",
        "shared": true
      },
      {
        "name": "ROSS STORES INC",
        "value": "362855250.00",
        "weight": "0.01406742",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "357134300.00",
        "weight": "0.01384562",
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      },
      {
        "name": "ARES MANAGEMENT CORP CL A",
        "value": "356211500.00",
        "weight": "0.01380985",
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      },
      {
        "name": "ECOLAB INC",
        "value": "329199750.00",
        "weight": "0.01276264",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "318054000.00",
        "weight": "0.01233053",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "313157850.00",
        "weight": "0.01214072",
        "shared": false
      },
      {
        "name": "CINTAS CORP",
        "value": "308680500.00",
        "weight": "0.01196713",
        "shared": false
      },
      {
        "name": "AMEREN CORP",
        "value": "305577600.00",
        "weight": "0.01184684",
        "shared": false
      },
      {
        "name": "CASEY'S GENERAL",
        "value": "302061900.00",
        "weight": "0.01171054",
        "shared": false
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "291146000.00",
        "weight": "0.01128735",
        "shared": false
      },
      {
        "name": "Franklin Institutional US Government Money Market Fund",
        "value": "284696144.84",
        "weight": "0.01103729",
        "shared": false
      },
      {
        "name": "TRACTOR SUPPLY CO.",
        "value": "260022000.00",
        "weight": "0.01008071",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "259224950.00",
        "weight": "0.01004981",
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      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "251702600.00",
        "weight": "0.00975818",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "250016900.00",
        "weight": "0.00969282",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "242982250.00",
        "weight": "0.00942010",
        "shared": false
      },
      {
        "name": "STERIS PLC",
        "value": "235614015.00",
        "weight": "0.00913444",
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      },
      {
        "name": "DR HORTON INC",
        "value": "222296400.00",
        "weight": "0.00861814",
        "shared": false
      },
      {
        "name": "CARLISLE COS INC",
        "value": "221857300.00",
        "weight": "0.00860111",
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      }
    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
        "weight": "0.03866773",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "22941750.00",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
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      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16432447.50",
        "weight": "0.02673815",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
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      },
      {
        "name": "ABBVIE INC",
        "value": "13380600.00",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "12445140.00",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "12285000.00",
        "weight": "0.01998961",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
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      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8790000.00",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "8751600.00",
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      },
      {
        "name": "RTX CORP",
        "value": "8639990.00",
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      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "8563750.00",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8045750.00",
        "weight": "0.01309169",
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      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
        "weight": "0.01280506",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
        "weight": "0.01271704",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7735000.00",
        "weight": "0.01258605",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "6914800.00",
        "weight": "0.01125146",
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      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
        "weight": "0.01123510",
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      },
      {
        "name": "APPLE INC",
        "value": "6746480.00",
        "weight": "0.01097757",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
        "weight": "0.01094718",
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      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
        "weight": "0.01087688",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
        "weight": "0.01069627",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
        "weight": "0.01052200",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
        "weight": "0.01026390",
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      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
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      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
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      },
      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
        "weight": "0.00874863",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
        "weight": "0.00857967",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
        "weight": "0.00857373",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
        "weight": "0.00856917",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": false
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
        "weight": "0.00835121",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012212",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/805650/000207169126012212/0002071691-26-012212-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"
    }
  ]
}