{
  "page": "compare",
  "query": {
    "a": "JMCCX",
    "b": "SWMCX"
  },
  "retrieved_at": "2026-07-07T18:47:07+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": "JPMorgan Mid Cap Equity Fund",
    "ticker": "JMCCX",
    "slug": "JMCCX",
    "series_id": "S000002793",
    "html_url": "https://fundwatcher.app/funds/JMCCX/"
  },
  "fund_b": {
    "name": "Schwab U.S. Mid-Cap Index Fund",
    "ticker": "SWMCX",
    "slug": "SWMCX",
    "series_id": "S000059733",
    "html_url": "https://fundwatcher.app/funds/SWMCX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3127570936212299150739845064",
    "coverage_b_by_a": "0.3127570936212299150739845063",
    "shared_count": 160,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "JPMorgan Prime Money Market Fund, IM Shares",
        "value": "153251043.93",
        "weight": "0.02708270",
        "shared": false
      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "93205226.20",
        "weight": "0.01647134",
        "shared": true
      },
      {
        "name": "CENCORA INC",
        "value": "90559965.06",
        "weight": "0.01600386",
        "shared": true
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "78909681.26",
        "weight": "0.01394501",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "78005986.98",
        "weight": "0.01378531",
        "shared": true
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "76971799.20",
        "weight": "0.01360255",
        "shared": true
      },
      {
        "name": "AMETEK INC NEW",
        "value": "75502736.64",
        "weight": "0.01334293",
        "shared": true
      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "74640705.77",
        "weight": "0.01319059",
        "shared": true
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "70390924.40",
        "weight": "0.01243957",
        "shared": true
      },
      {
        "name": "MKS INSTRUMENTS INC",
        "value": "70268314.27",
        "weight": "0.01241790",
        "shared": true
      },
      {
        "name": "JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares",
        "value": "69607809.40",
        "weight": "0.01230117",
        "shared": false
      },
      {
        "name": "GE HEALTHCARE TECHNOLOGIES INC WI",
        "value": "67572668.78",
        "weight": "0.01194152",
        "shared": true
      },
      {
        "name": "LOEWS CORP",
        "value": "63699336.54",
        "weight": "0.01125702",
        "shared": true
      },
      {
        "name": "NISOURCE INC",
        "value": "63312860.68",
        "weight": "0.01118872",
        "shared": true
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "63243008.40",
        "weight": "0.01117638",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "62397946.14",
        "weight": "0.01102704",
        "shared": true
      },
      {
        "name": "FIRST CITIZENS BANCSHARES INC CL A",
        "value": "62271051.06",
        "weight": "0.01100461",
        "shared": true
      },
      {
        "name": "ITT INC",
        "value": "62268633.54",
        "weight": "0.01100418",
        "shared": true
      },
      {
        "name": "TELEDYNE TECHNOLOGIES INC",
        "value": "61904623.20",
        "weight": "0.01093986",
        "shared": true
      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "61501819.86",
        "weight": "0.01086867",
        "shared": true
      },
      {
        "name": "COTERRA ENERGY INC",
        "value": "61010208.56",
        "weight": "0.01078179",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "60292926.18",
        "weight": "0.01065504",
        "shared": true
      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "59145223.33",
        "weight": "0.01045221",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "58277043.39",
        "weight": "0.01029879",
        "shared": true
      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "58163140.38",
        "weight": "0.01027866",
        "shared": true
      },
      {
        "name": "DOVER CORP",
        "value": "57141773.15",
        "weight": "0.01009816",
        "shared": true
      },
      {
        "name": "ROSS STORES INC",
        "value": "57086120.97",
        "weight": "0.01008833",
        "shared": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "56473604.16",
        "weight": "0.00998008",
        "shared": false
      },
      {
        "name": "AUTOZONE INC",
        "value": "56419059.34",
        "weight": "0.00997044",
        "shared": false
      },
      {
        "name": "STATE STREET CORP",
        "value": "56204410.08",
        "weight": "0.00993251",
        "shared": true
      },
      {
        "name": "OMNICOM GROUP INC",
        "value": "55881526.20",
        "weight": "0.00987545",
        "shared": true
      },
      {
        "name": "SILGAN HOLDINGS INC",
        "value": "55804798.40",
        "weight": "0.00986189",
        "shared": true
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "54934058.82",
        "weight": "0.00970801",
        "shared": true
      },
      {
        "name": "HUBBELL INC",
        "value": "54100649.82",
        "weight": "0.00956073",
        "shared": true
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "54033191.52",
        "weight": "0.00954881",
        "shared": true
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "53051043.54",
        "weight": "0.00937524",
        "shared": true
      },
      {
        "name": "ZOOM VIDEO COMMUNICATIONS INC CL A",
        "value": "50442393.69",
        "weight": "0.00891424",
        "shared": true
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "49951257.40",
        "weight": "0.00882744",
        "shared": true
      },
      {
        "name": "ROYAL CARIBBEAN CRUISES LTD",
        "value": "49018363.76",
        "weight": "0.00866258",
        "shared": true
      },
      {
        "name": "ALBERTSONS COS INC CL A",
        "value": "48716916.96",
        "weight": "0.00860931",
        "shared": true
      },
      {
        "name": "M&T BANK CORP",
        "value": "48626332.16",
        "weight": "0.00859330",
        "shared": true
      },
      {
        "name": "VERALTO CORP",
        "value": "47647681.18",
        "weight": "0.00842035",
        "shared": true
      },
      {
        "name": "CDW CORPORATION",
        "value": "47317367.76",
        "weight": "0.00836198",
        "shared": true
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "45968346.56",
        "weight": "0.00812358",
        "shared": true
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "45877352.96",
        "weight": "0.00810750",
        "shared": true
      },
      {
        "name": "HENRY SCHEIN INC",
        "value": "45658402.90",
        "weight": "0.00806881",
        "shared": true
      },
      {
        "name": "JABIL INC",
        "value": "44280255.37",
        "weight": "0.00782526",
        "shared": true
      },
      {
        "name": "GLOBUS MEDICAL INC",
        "value": "44083936.32",
        "weight": "0.00779056",
        "shared": true
      },
      {
        "name": "ON SEMICONDUCTOR CORP",
        "value": "43155391.68",
        "weight": "0.00762647",
        "shared": true
      },
      {
        "name": "PG&E CORP",
        "value": "42747669.44",
        "weight": "0.00755442",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "15610848.78",
        "weight": "0.00658954",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "15342804.64",
        "weight": "0.00647639",
        "shared": true
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "15299706.24",
        "weight": "0.00645820",
        "shared": true
      },
      {
        "name": "ROYAL CARIBBEAN CRUISES LTD",
        "value": "15082589.70",
        "weight": "0.00636655",
        "shared": true
      },
      {
        "name": "CORNING INC",
        "value": "14781683.00",
        "weight": "0.00623954",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "14607101.52",
        "weight": "0.00616584",
        "shared": false
      },
      {
        "name": "SANDISK CORPORATION",
        "value": "14249510.00",
        "weight": "0.00601490",
        "shared": false
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "13500132.36",
        "weight": "0.00569858",
        "shared": true
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "12987916.80",
        "weight": "0.00548237",
        "shared": true
      },
      {
        "name": "QUANTA SVCS INC",
        "value": "12816908.52",
        "weight": "0.00541018",
        "shared": true
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "12484285.22",
        "weight": "0.00526978",
        "shared": true
      },
      {
        "name": "CENCORA INC",
        "value": "12060811.50",
        "weight": "0.00509102",
        "shared": true
      },
      {
        "name": "WARNER BROS DISCOVERY INC",
        "value": "11761673.04",
        "weight": "0.00496475",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "11740898.25",
        "weight": "0.00495598",
        "shared": false
      },
      {
        "name": "SIMON PROPERTY",
        "value": "11365535.79",
        "weight": "0.00479754",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "11164746.51",
        "weight": "0.00471278",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "11022064.90",
        "weight": "0.00465255",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "10872185.18",
        "weight": "0.00458929",
        "shared": true
      },
      {
        "name": "PHILLIPS 66",
        "value": "10608366.20",
        "weight": "0.00447793",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "10469785.50",
        "weight": "0.00441943",
        "shared": false
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "10269069.80",
        "weight": "0.00433471",
        "shared": false
      },
      {
        "name": "CLOUDFLARE INC-A",
        "value": "10194787.40",
        "weight": "0.00430335",
        "shared": true
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "10190874.00",
        "weight": "0.00430170",
        "shared": true
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "10112726.77",
        "weight": "0.00426871",
        "shared": false
      },
      {
        "name": "CARVANA CO CL A",
        "value": "9942714.68",
        "weight": "0.00419695",
        "shared": true
      },
      {
        "name": "FORD MOTOR CO",
        "value": "9935789.80",
        "weight": "0.00419402",
        "shared": false
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "9825059.16",
        "weight": "0.00414728",
        "shared": true
      },
      {
        "name": "VISTRA CORP",
        "value": "9823242.25",
        "weight": "0.00414652",
        "shared": true
      },
      {
        "name": "IDEXX LABS INC",
        "value": "9794079.68",
        "weight": "0.00413421",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "9628529.13",
        "weight": "0.00406433",
        "shared": false
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "9540661.05",
        "weight": "0.00402724",
        "shared": true
      },
      {
        "name": "AMETEK INC NEW",
        "value": "9461587.14",
        "weight": "0.00399386",
        "shared": true
      },
      {
        "name": "ELECTRONIC ARTS INC",
        "value": "9402955.12",
        "weight": "0.00396911",
        "shared": false
      },
      {
        "name": "CARDINAL HEALTH INC",
        "value": "9402289.28",
        "weight": "0.00396883",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "9286732.26",
        "weight": "0.00392005",
        "shared": true
      },
      {
        "name": "CORTEVA INC",
        "value": "9132323.20",
        "weight": "0.00385487",
        "shared": false
      },
      {
        "name": "FASTENAL CO",
        "value": "9126933.12",
        "weight": "0.00385260",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "9102396.34",
        "weight": "0.00384224",
        "shared": false
      },
      {
        "name": "ONEOK INC",
        "value": "9074065.34",
        "weight": "0.00383028",
        "shared": false
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "8984899.17",
        "weight": "0.00379264",
        "shared": true
      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "8842916.42",
        "weight": "0.00373271",
        "shared": true
      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "8748815.85",
        "weight": "0.00369299",
        "shared": false
      },
      {
        "name": "WW GRAINGER INC",
        "value": "8657878.98",
        "weight": "0.00365460",
        "shared": false
      },
      {
        "name": "ANGLOGOLD ASHANTI PLC",
        "value": "8577287.46",
        "weight": "0.00362058",
        "shared": false
      },
      {
        "name": "EXELON CORP",
        "value": "8299838.66",
        "weight": "0.00350347",
        "shared": false
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "8264297.92",
        "weight": "0.00348847",
        "shared": true
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "8254259.38",
        "weight": "0.00348423",
        "shared": true
      },
      {
        "name": "MSCI INC",
        "value": "8134305.44",
        "weight": "0.00343359",
        "shared": true
      },
      {
        "name": "NASDAQ INC",
        "value": "8044679.81",
        "weight": "0.00339576",
        "shared": false
      },
      {
        "name": "COINBASE GLOBAL INC",
        "value": "7957465.88",
        "weight": "0.00335895",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012743",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012743/0002071691-26-012743-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030046",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm"
    }
  ]
}