{
  "page": "compare",
  "query": {
    "a": "GEQIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T16:16:14+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": "Equity Income Portfolio",
    "ticker": "GEQIX",
    "slug": "GEQIX",
    "series_id": "S000055943",
    "html_url": "https://fundwatcher.app/funds/GEQIX/"
  },
  "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": "0.3320000899732573026326601433",
    "coverage_b_by_a": "0.3320000899732573026326601433",
    "shared_count": 22,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "527025.00",
        "weight": "0.04031148",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "512400.00",
        "weight": "0.03919283",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "511504.59",
        "weight": "0.03912434",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "450935.94",
        "weight": "0.03449152",
        "shared": true
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "419510.12",
        "weight": "0.03208780",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "414122.22",
        "weight": "0.03167569",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "411123.45",
        "weight": "0.03144632",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "406276.20",
        "weight": "0.03107556",
        "shared": true
      },
      {
        "name": "DTE ENERGY CO",
        "value": "366027.97",
        "weight": "0.02799702",
        "shared": false
      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "362479.34",
        "weight": "0.02772559",
        "shared": false
      },
      {
        "name": "SNAP-ON INCORPORATED",
        "value": "356945.40",
        "weight": "0.02730231",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "352749.32",
        "weight": "0.02698135",
        "shared": true
      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "346841.20",
        "weight": "0.02652945",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "343788.85",
        "weight": "0.02629598",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "337747.80",
        "weight": "0.02583391",
        "shared": false
      },
      {
        "name": "IDEX CORPORATION",
        "value": "335489.00",
        "weight": "0.02566113",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "333203.04",
        "weight": "0.02548628",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "319132.33",
        "weight": "0.02441003",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "310455.86",
        "weight": "0.02374638",
        "shared": true
      },
      {
        "name": "EXELON CORP",
        "value": "291438.63",
        "weight": "0.02229178",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "286109.00",
        "weight": "0.02188412",
        "shared": true
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "278701.73",
        "weight": "0.02131755",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "264601.92",
        "weight": "0.02023907",
        "shared": false
      },
      {
        "name": "NETAPP INC",
        "value": "257872.56",
        "weight": "0.01972435",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "249944.87",
        "weight": "0.01911797",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "247444.32",
        "weight": "0.01892671",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "245491.25",
        "weight": "0.01877732",
        "shared": false
      },
      {
        "name": "STARBUCKS CORP",
        "value": "244681.59",
        "weight": "0.01871539",
        "shared": false
      },
      {
        "name": "PPG INDUSTRIES INC",
        "value": "231647.50",
        "weight": "0.01771843",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "227878.99",
        "weight": "0.01743018",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "227858.40",
        "weight": "0.01742860",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "220776.57",
        "weight": "0.01688692",
        "shared": false
      },
      {
        "name": "OMNICOM GROUP INC",
        "value": "214585.84",
        "weight": "0.01641340",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "211462.00",
        "weight": "0.01617446",
        "shared": true
      },
      {
        "name": "EVEREST REINSURANCE GROUP LTD",
        "value": "204423.48",
        "weight": "0.01563610",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "199797.78",
        "weight": "0.01528228",
        "shared": true
      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "199055.34",
        "weight": "0.01522549",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "198201.60",
        "weight": "0.01516019",
        "shared": true
      },
      {
        "name": "PAYCHEX INC",
        "value": "196653.49",
        "weight": "0.01504178",
        "shared": false
      },
      {
        "name": "ILLINOIS TOOL WORKS INC",
        "value": "186025.21",
        "weight": "0.01422884",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "184052.50",
        "weight": "0.01407794",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "181509.06",
        "weight": "0.01388340",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "178848.00",
        "weight": "0.01367986",
        "shared": true
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "174366.72",
        "weight": "0.01333709",
        "shared": false
      },
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "52632.76",
        "weight": "0.00402581",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
        "weight": "0.03866773",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "22941750.00",
        "weight": "0.03732980",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "22040900.00",
        "weight": "0.03586398",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
        "shared": false
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "13380600.00",
        "weight": "0.02177232",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "12445140.00",
        "weight": "0.02025018",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "12285000.00",
        "weight": "0.01998961",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
        "weight": "0.01979585",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
        "weight": "0.01950114",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
        "weight": "0.01911583",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
        "weight": "0.01861141",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "11293888.50",
        "weight": "0.01837692",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8790000.00",
        "weight": "0.01430270",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "8751600.00",
        "weight": "0.01424022",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "8639990.00",
        "weight": "0.01405861",
        "shared": true
      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "8563750.00",
        "weight": "0.01393455",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8045750.00",
        "weight": "0.01309169",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
        "weight": "0.01295151",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
        "weight": "0.01289911",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
        "weight": "0.01280506",
        "shared": true
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
        "weight": "0.01271704",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7735000.00",
        "weight": "0.01258605",
        "shared": false
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "6914800.00",
        "weight": "0.01125146",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
        "weight": "0.01123510",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "6746480.00",
        "weight": "0.01097757",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
        "weight": "0.01094718",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
        "weight": "0.01087688",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
        "weight": "0.01069627",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
        "weight": "0.01052200",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
        "weight": "0.01026390",
        "shared": true
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
        "weight": "0.00897132",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": false
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
        "weight": "0.00835121",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-057089",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/835663/000141036826057089/0001410368-26-057089-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"
    }
  ]
}