{
  "page": "compare",
  "query": {
    "a": "GSIIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T17:57:52+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": "Goldman Sachs Equity Income Fund",
    "ticker": "GSIIX",
    "slug": "GSIIX",
    "series_id": "S000009316",
    "html_url": "https://fundwatcher.app/funds/GSIIX/"
  },
  "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": "0.3810998202338357698796246236",
    "coverage_b_by_a": "0.3810998202338357698796246236",
    "shared_count": 25,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
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        "name": "JPMORGAN CHASE and CO",
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      },
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        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16523327.73",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "11686635.36",
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      },
      {
        "name": "WALMART INC",
        "value": "11326389.90",
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      {
        "name": "CATERPILLAR INC",
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        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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        "weight": "0.02255174",
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      },
      {
        "name": "LINDE PLC",
        "value": "9821186.40",
        "weight": "0.02250775",
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      },
      {
        "name": "MERCK & CO",
        "value": "9101017.64",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
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        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "7416588.30",
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      },
      {
        "name": "EATON CORP PLC",
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      {
        "name": "HONEYWELL INTL INC",
        "value": "7072392.06",
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      {
        "name": "AT&T INC",
        "value": "7002163.88",
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        "name": "CITIGROUP INC",
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        "name": "CONOCOPHILLIPS",
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      {
        "name": "CSX CORP",
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      {
        "name": "WALT DISNEY CO/T",
        "value": "6232394.96",
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      {
        "name": "INTL BUS MACH CORP",
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      {
        "name": "ABBOTT LABS",
        "value": "6166666.35",
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      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "5986581.68",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "5943611.45",
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      {
        "name": "FASTENAL CO",
        "value": "5917337.04",
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      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "5757089.62",
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      {
        "name": "3M CO",
        "value": "5609472.92",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "5480056.99",
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      {
        "name": "DANAHER CORP",
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      {
        "name": "TJX COS INC",
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      {
        "name": "REPUBLIC SVCS",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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      },
      {
        "name": "XCEL ENERGY INC",
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      {
        "name": "LILLY ELI and CO",
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      {
        "name": "RIO TINTO PLC SPON ADR",
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      {
        "name": "PROLOGIS INC REIT",
        "value": "5096164.65",
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      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "4987926.72",
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      },
      {
        "name": "COCA-COLA EUROPA",
        "value": "4969902.15",
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      },
      {
        "name": "AMEREN CORP",
        "value": "4965855.36",
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      {
        "name": "STARBUCKS CORP",
        "value": "4953342.68",
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      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "4712554.70",
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      {
        "name": "PHILLIPS 66",
        "value": "4678668.28",
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      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "4598266.08",
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      {
        "name": "T-MOBILE US INC",
        "value": "4534358.83",
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      {
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        "value": "4447571.04",
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      {
        "name": "L3HARRIS TECHNOLOGIES INC",
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        "name": "CAPITAL ONE FINANCIAL CORP",
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      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "4375709.91",
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      {
        "name": "LENNAR CORP CL A",
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        "name": "SOUTHSTATE BANK CORP",
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    ],
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      },
      {
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      {
        "name": "EXXON MOBIL CORP",
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        "name": "BROADCOM INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
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      },
      {
        "name": "INTL BUS MACH CORP",
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      {
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      {
        "name": "BLACKROCK INC",
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      {
        "name": "MICROSOFT CORP",
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      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
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      {
        "name": "ALPHABET INC CL A",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "MCDONALDS CORP",
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      {
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        "name": "BANK OF AMERICA CORPORATION",
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        "name": "NEXTERA ENERGY INC",
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        "name": "MEDTRONIC PLC",
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        "name": "RTX CORP",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "ALLSTATE CORPORATION",
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      {
        "name": "KINDER MORGAN INC",
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      },
      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
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      },
      {
        "name": "COMCAST CORP CL A",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
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      },
      {
        "name": "PUBLIC STORAGE",
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      {
        "name": "APPLE INC",
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      {
        "name": "EOG RESOURCES INC",
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      },
      {
        "name": "TRUIST FINL CORP",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
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      {
        "name": "BECTON DICKINSON and CO",
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      },
      {
        "name": "EVERSOURCE ENERGY",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "FASTENAL CO",
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      },
      {
        "name": "ACCENTURE PLC CL A",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-015227",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/822977/000094040026015227/0000940400-26-015227-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"
    }
  ]
}