{
  "page": "compare",
  "query": {
    "a": "FVALX",
    "b": "PWV"
  },
  "retrieved_at": "2026-07-07T19:16:37+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": "Forester Value Fund",
    "ticker": "FVALX",
    "slug": "FVALX",
    "series_id": "S000004887",
    "html_url": "https://fundwatcher.app/funds/FVALX/"
  },
  "fund_b": {
    "name": "Invesco Large Cap Value ETF",
    "ticker": "PWV",
    "slug": "PWV",
    "series_id": "S000003055",
    "html_url": "https://fundwatcher.app/funds/PWV/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2152251292688861982137906558",
    "coverage_b_by_a": "0.2152251292688861982137906557",
    "shared_count": 14,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "U.S. Treasury Bills",
        "value": "698940.67",
        "weight": "0.19542697",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "297458.27",
        "weight": "0.08317068",
        "shared": false
      },
      {
        "name": "MSILF Treasury Portfolio, Class Institutional",
        "value": "239291.68",
        "weight": "0.06690704",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "111946.00",
        "weight": "0.03130061",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "93313.00",
        "weight": "0.02609074",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "87998.40",
        "weight": "0.02460475",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "81167.70",
        "weight": "0.02269486",
        "shared": true
      },
      {
        "name": "ALAMOS GOLD INC A",
        "value": "79974.00",
        "weight": "0.02236109",
        "shared": false
      },
      {
        "name": "KROGER CO",
        "value": "79596.00",
        "weight": "0.02225540",
        "shared": true
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "78753.60",
        "weight": "0.02201986",
        "shared": true
      },
      {
        "name": "FIRSTENERGY CORP",
        "value": "75990.00",
        "weight": "0.02124715",
        "shared": false
      },
      {
        "name": "EBAY INC",
        "value": "75546.60",
        "weight": "0.02112317",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "74963.90",
        "weight": "0.02096025",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "74894.40",
        "weight": "0.02094081",
        "shared": true
      },
      {
        "name": "3M CO",
        "value": "72615.00",
        "weight": "0.02030348",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "72569.00",
        "weight": "0.02029062",
        "shared": true
      },
      {
        "name": "EXELON CORP",
        "value": "72549.60",
        "weight": "0.02028520",
        "shared": true
      },
      {
        "name": "JM SMUCKER CO/THE",
        "value": "72330.00",
        "weight": "0.02022380",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "72329.40",
        "weight": "0.02022363",
        "shared": false
      },
      {
        "name": "CARDINAL HEALTH INC",
        "value": "71845.40",
        "weight": "0.02008830",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "71236.00",
        "weight": "0.01991791",
        "shared": false
      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "71043.00",
        "weight": "0.01986394",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "70370.00",
        "weight": "0.01967577",
        "shared": false
      },
      {
        "name": "WOLFSPEED INC",
        "value": "64620.00",
        "weight": "0.01806804",
        "shared": false
      },
      {
        "name": "TEVA PHARMACEUTICAL IND ADR",
        "value": "63252.00",
        "weight": "0.01768555",
        "shared": false
      },
      {
        "name": "MLP",
        "value": "57900.00",
        "weight": "0.01618910",
        "shared": false
      },
      {
        "name": "TYSON FOODS INC CL A",
        "value": "57663.00",
        "weight": "0.01612284",
        "shared": false
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "57456.00",
        "weight": "0.01606496",
        "shared": true
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "54902.00",
        "weight": "0.01535085",
        "shared": false
      },
      {
        "name": "KRAFT HEINZ CO/T",
        "value": "52176.80",
        "weight": "0.01458887",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "51725.00",
        "weight": "0.01446254",
        "shared": true
      },
      {
        "name": "GENERAL MILLS INC",
        "value": "50619.20",
        "weight": "0.01415336",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "48478.00",
        "weight": "0.01355467",
        "shared": false
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "42680.00",
        "weight": "0.01193352",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "39558.00",
        "weight": "0.01106060",
        "shared": false
      },
      {
        "name": "BAXTER INTL INC",
        "value": "33583.20",
        "weight": "0.00939001",
        "shared": false
      },
      {
        "name": "AON PLC-CLASS A",
        "value": "32278.00",
        "weight": "0.00902507",
        "shared": false
      },
      {
        "name": "THE CAMPBELL'S COMPANY",
        "value": "26724.00",
        "weight": "0.00747215",
        "shared": false
      },
      {
        "name": "LULULEMON ATHLETICA INC",
        "value": "24496.00",
        "weight": "0.00684919",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "21647.20",
        "weight": "0.00605266",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "EXXON MOBIL CORP",
        "value": "51426190.20",
        "weight": "0.03878881",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "49826184.70",
        "weight": "0.03758199",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "47275831.35",
        "weight": "0.03565835",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "46671112.80",
        "weight": "0.03520224",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "46518075.00",
        "weight": "0.03508681",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "45081484.57",
        "weight": "0.03400324",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "43573005.00",
        "weight": "0.03286545",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "43328816.96",
        "weight": "0.03268127",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "43292611.70",
        "weight": "0.03265396",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "43209572.00",
        "weight": "0.03259133",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "41637932.82",
        "weight": "0.03140590",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "40342718.45",
        "weight": "0.03042897",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "40115866.57",
        "weight": "0.03025786",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "39911860.74",
        "weight": "0.03010399",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "38735034.75",
        "weight": "0.02921636",
        "shared": false
      },
      {
        "name": "NEWMONT CORP",
        "value": "23470027.35",
        "weight": "0.01770254",
        "shared": false
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "22132936.72",
        "weight": "0.01669403",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "21801648.96",
        "weight": "0.01644415",
        "shared": false
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "21386652.00",
        "weight": "0.01613113",
        "shared": false
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "21364901.94",
        "weight": "0.01611473",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "21241169.93",
        "weight": "0.01602140",
        "shared": true
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "20522296.32",
        "weight": "0.01547918",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "20484236.70",
        "weight": "0.01545048",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "20057699.28",
        "weight": "0.01512876",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "20013476.28",
        "weight": "0.01509540",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "19545385.01",
        "weight": "0.01474234",
        "shared": true
      },
      {
        "name": "PHILLIPS 66",
        "value": "19481379.12",
        "weight": "0.01469406",
        "shared": false
      },
      {
        "name": "FORD MOTOR CO",
        "value": "19359365.96",
        "weight": "0.01460203",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "19016575.22",
        "weight": "0.01434348",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "18963304.16",
        "weight": "0.01430330",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "18954242.32",
        "weight": "0.01429646",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "18919068.96",
        "weight": "0.01426993",
        "shared": true
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "18809755.25",
        "weight": "0.01418748",
        "shared": false
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "18690964.80",
        "weight": "0.01409788",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "18492544.13",
        "weight": "0.01394822",
        "shared": false
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "18249147.36",
        "weight": "0.01376463",
        "shared": true
      },
      {
        "name": "AFLAC INC",
        "value": "18170503.40",
        "weight": "0.01370532",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "18020545.92",
        "weight": "0.01359221",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "17967687.75",
        "weight": "0.01355234",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "17741791.65",
        "weight": "0.01338196",
        "shared": false
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "17681442.97",
        "weight": "0.01333644",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "17671220.25",
        "weight": "0.01332873",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "17595349.95",
        "weight": "0.01327150",
        "shared": false
      },
      {
        "name": "EXELON CORP",
        "value": "17509293.46",
        "weight": "0.01320659",
        "shared": true
      },
      {
        "name": "CENCORA INC",
        "value": "17443363.98",
        "weight": "0.01315686",
        "shared": false
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "17291844.36",
        "weight": "0.01304258",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "16937232.84",
        "weight": "0.01277511",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "16745978.55",
        "weight": "0.01263085",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "16327315.48",
        "weight": "0.01231507",
        "shared": true
      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "15727016.58",
        "weight": "0.01186229",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001162044-26-000460",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1088323/000116204426000460/0001162044-26-000460-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001209466-26-000473",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1209466/000120946626000473/0001209466-26-000473-index.htm"
    }
  ]
}