{
  "page": "compare",
  "query": {
    "a": "LADIX",
    "b": "VIG"
  },
  "retrieved_at": "2026-07-07T19:16:45+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": "ClearBridge Tactical Dividend Income Fund",
    "ticker": "LADIX",
    "slug": "LADIX",
    "series_id": "S000016241",
    "html_url": "https://fundwatcher.app/funds/LADIX/"
  },
  "fund_b": {
    "name": "VANGUARD DIVIDEND APPRECIATION INDEX FUND",
    "ticker": "VIG",
    "slug": "VIG",
    "series_id": "S000011322",
    "html_url": "https://fundwatcher.app/funds/VIG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2939378049953397445210017735",
    "coverage_b_by_a": "0.2939378049953397445210017736",
    "shared_count": 34,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "10587387.20",
        "weight": "0.02906362",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "10547415.58",
        "weight": "0.02895389",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "9748520.10",
        "weight": "0.02676083",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "9312879.64",
        "weight": "0.02556495",
        "shared": true
      },
      {
        "name": "MLP",
        "value": "8720464.80",
        "weight": "0.02393870",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "8262526.28",
        "weight": "0.02268160",
        "shared": true
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "7528988.40",
        "weight": "0.02066796",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "7360380.24",
        "weight": "0.02020511",
        "shared": true
      },
      {
        "name": "DTE ENERGY CO",
        "value": "7267922.97",
        "weight": "0.01995130",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "7243443.75",
        "weight": "0.01988410",
        "shared": true
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "7136248.00",
        "weight": "0.01958984",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "7021690.16",
        "weight": "0.01927536",
        "shared": false
      },
      {
        "name": "Westlake Chemical Partners LP",
        "value": "6563303.10",
        "weight": "0.01801704",
        "shared": false
      },
      {
        "name": "ONEOK INC",
        "value": "6366610.68",
        "weight": "0.01747709",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "6287010.72",
        "weight": "0.01725858",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "6112745.76",
        "weight": "0.01678020",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "6000138.82",
        "weight": "0.01647109",
        "shared": true
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "5928184.43",
        "weight": "0.01627356",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "5909782.02",
        "weight": "0.01622305",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "5852546.73",
        "weight": "0.01606593",
        "shared": true
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "5778701.28",
        "weight": "0.01586321",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "5704182.00",
        "weight": "0.01565865",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "5410257.99",
        "weight": "0.01485179",
        "shared": true
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "5391300.18",
        "weight": "0.01479975",
        "shared": false
      },
      {
        "name": "Enterprise Products Partners LP",
        "value": "5367767.40",
        "weight": "0.01473515",
        "shared": false
      },
      {
        "name": "Plains GP Holdings LP LTD PARTNER INT CL A NEW IN",
        "value": "5263987.20",
        "weight": "0.01445026",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "5249483.64",
        "weight": "0.01441045",
        "shared": false
      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "5209821.54",
        "weight": "0.01430157",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "5198686.33",
        "weight": "0.01427100",
        "shared": false
      },
      {
        "name": "Roche Holding AG",
        "value": "5177701.44",
        "weight": "0.01421340",
        "shared": false
      },
      {
        "name": "MPLX LP PARTNERSHIP SHARES",
        "value": "4990023.60",
        "weight": "0.01369820",
        "shared": false
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "4902517.44",
        "weight": "0.01345799",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "4827939.60",
        "weight": "0.01325326",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "4697881.44",
        "weight": "0.01289624",
        "shared": false
      },
      {
        "name": "EQUINIX INC",
        "value": "4694068.05",
        "weight": "0.01288577",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4678051.95",
        "weight": "0.01284180",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "4650226.68",
        "weight": "0.01276542",
        "shared": true
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "4598996.19",
        "weight": "0.01262478",
        "shared": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "4449946.85",
        "weight": "0.01221563",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "4428183.60",
        "weight": "0.01215588",
        "shared": false
      },
      {
        "name": "LENNAR CORP CL A",
        "value": "4417656.60",
        "weight": "0.01212699",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "4416055.32",
        "weight": "0.01212259",
        "shared": true
      },
      {
        "name": "ENBRIDGE INC",
        "value": "4364934.62",
        "weight": "0.01198226",
        "shared": false
      },
      {
        "name": "PEMBINA PIPELINE",
        "value": "4330453.76",
        "weight": "0.01188760",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "4323018.80",
        "weight": "0.01186719",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "4240670.40",
        "weight": "0.01164114",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "4099120.88",
        "weight": "0.01125257",
        "shared": false
      },
      {
        "name": "STRYKER CORP",
        "value": "3822526.90",
        "weight": "0.01049329",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "3822037.92",
        "weight": "0.01049194",
        "shared": false
      },
      {
        "name": "ASML HOLDING-NY",
        "value": "3800372.59",
        "weight": "0.01043247",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "BROADCOM INC",
        "value": "7619650862.40",
        "weight": "0.06272578",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "4735212116.96",
        "weight": "0.03898077",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "4691728546.47",
        "weight": "0.03862281",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4522925066.55",
        "weight": "0.03723320",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4429996558.91",
        "weight": "0.03646821",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3306160502.40",
        "weight": "0.02721667",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3007187433.00",
        "weight": "0.02475549",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2870480408.46",
        "weight": "0.02363010",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2783069337.54",
        "weight": "0.02291052",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2441680978.94",
        "weight": "0.02010018",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "2283896397.75",
        "weight": "0.01880128",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "2166799949.56",
        "weight": "0.01783733",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "2047347866.30",
        "weight": "0.01685399",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1955944829.43",
        "weight": "0.01610155",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1926134940.80",
        "weight": "0.01585615",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1706473034.64",
        "weight": "0.01404787",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1696249312.56",
        "weight": "0.01396371",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1613971080.36",
        "weight": "0.01328638",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1592577573.38",
        "weight": "0.01311027",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1574259509.90",
        "weight": "0.01295947",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1506009039.60",
        "weight": "0.01239763",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "1501180273.06",
        "weight": "0.01235788",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1500739064.65",
        "weight": "0.01235424",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1427371733.62",
        "weight": "0.01175028",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "1231834275.00",
        "weight": "0.01014059",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1215452920.80",
        "weight": "0.01000574",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "1171816853.43",
        "weight": "0.00964652",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "1154053350.63",
        "weight": "0.00950029",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1077725211.75",
        "weight": "0.00887195",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "1043779696.10",
        "weight": "0.00859251",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "1037045708.82",
        "weight": "0.00853707",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "1011819501.00",
        "weight": "0.00832941",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1005266943.60",
        "weight": "0.00827546",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "964039712.24",
        "weight": "0.00793608",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "905606888.13",
        "weight": "0.00745505",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "896976571.92",
        "weight": "0.00738401",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "895580531.67",
        "weight": "0.00737251",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "886602179.46",
        "weight": "0.00729860",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "840464080.00",
        "weight": "0.00691879",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "826296725.94",
        "weight": "0.00680216",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "793247114.88",
        "weight": "0.00653010",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "768283995.30",
        "weight": "0.00632460",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "764846854.60",
        "weight": "0.00629630",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "758083925.90",
        "weight": "0.00624063",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "749600296.62",
        "weight": "0.00617079",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "725412402.00",
        "weight": "0.00597167",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "713314210.42",
        "weight": "0.00587208",
        "shared": true
      },
      {
        "name": "STRYKER CORP",
        "value": "697958037.64",
        "weight": "0.00574567",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "625902150.04",
        "weight": "0.00515249",
        "shared": false
      },
      {
        "name": "Vanguard Market Liquidity Fund",
        "value": "615634194.80",
        "weight": "0.00506797",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-024970",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/880366/000094040026024970/0000940400-26-024970-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000734383-26-000086",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/734383/000073438326000086/0000734383-26-000086-index.htm"
    }
  ]
}