{
  "page": "compare",
  "query": {
    "a": "LCAP",
    "b": "SWANX"
  },
  "retrieved_at": "2026-07-07T18:17:30+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": "Principal Capital Appreciation Select ETF",
    "ticker": "LCAP",
    "slug": "LCAP",
    "series_id": "S000091386",
    "html_url": "https://fundwatcher.app/funds/LCAP/"
  },
  "fund_b": {
    "name": "Schwab Core Equity Fund",
    "ticker": "SWANX",
    "slug": "SWANX",
    "series_id": "S000005514",
    "html_url": "https://fundwatcher.app/funds/SWANX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4691394669958642336577007665",
    "coverage_b_by_a": "0.4691394669958642336577007665",
    "shared_count": 20,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "16468766.40",
        "weight": "0.07118142",
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      },
      {
        "name": "APPLE INC",
        "value": "13763539.28",
        "weight": "0.05948887",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "11449776.52",
        "weight": "0.04948831",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "10585381.32",
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      },
      {
        "name": "CASEY'S GENERAL",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "7732023.75",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "7289611.56",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "6622161.60",
        "weight": "0.02862236",
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      },
      {
        "name": "MCKESSON CORP",
        "value": "6292032.56",
        "weight": "0.02719547",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "6247370.08",
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      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "REPUBLIC SVCS",
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      },
      {
        "name": "T-MOBILE US INC",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "4629229.54",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "MOTOROLA SOLUTIONS INC",
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      {
        "name": "PALO ALTO NETWORKS INC",
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      },
      {
        "name": "GE VERNOVA LLC",
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      },
      {
        "name": "Novartis AG",
        "value": "3839676.75",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "3718676.76",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "LILLY ELI and CO",
        "value": "3629412.42",
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      {
        "name": "O'REILLY AUTOMOTIVE INC",
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      {
        "name": "TESLA INC",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "EATON CORP PLC",
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      {
        "name": "NASDAQ INC",
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      {
        "name": "LINDE PLC",
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      {
        "name": "BERKSHIRE HATH-B",
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        "name": "ATMOS ENERGY CORP",
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        "name": "BOEING CO/THE",
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      {
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      {
        "name": "AMERIPRISE FINANCIAL INC",
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      {
        "name": "DICKS SPORTING GOODS INC",
        "value": "2401093.61",
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      {
        "name": "TERADYNE INC",
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      {
        "name": "AMERICAN EXPRESS CO",
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      {
        "name": "PROGRESSIVE CORP OHIO",
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      {
        "name": "HCA HEALTHCARE INC",
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      },
      {
        "name": "TERRENO REALTY CORP",
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      {
        "name": "WESTERN DIGITAL CORP",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "CONSTELLATION ENERGY CORP",
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      {
        "name": "VENTAS INC REIT",
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      {
        "name": "TWILIO INC CLASS A",
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        "name": "PROCTER & GAMBLE",
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      {
        "name": "LUMENTUM HOLDINGS INC",
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    ],
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      },
      {
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      {
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "57192700.00",
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      },
      {
        "name": "LILLY ELI and CO",
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      {
        "name": "EXXON MOBIL CORP",
        "value": "40478436.60",
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      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "39255346.00",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "UNITEDHEALTH GRP",
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      {
        "name": "CATERPILLAR INC",
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      {
        "name": "TJX COS INC",
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      {
        "name": "WEC ENERGY GROUP INC",
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      {
        "name": "SALESFORCE INC",
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      {
        "name": "PROGRESSIVE CORP OHIO",
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      {
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        "name": "ROCKWELL AUTOMATION INC",
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        "name": "ASML HOLDING-NY",
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      {
        "name": "NEXTERA ENERGY INC",
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        "name": "THERMO FISHER SCIENTIFIC INC",
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        "name": "CNH INDUSTRIAL NV",
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      {
        "name": "SERVICENOW INC",
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      {
        "name": "ROLLINS INC",
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        "name": "MORGAN STANLEY",
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        "name": "DUKE ENERGY CORP NEW",
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        "name": "INTUITIVE SURGICAL INC",
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        "name": "ARISTA NETWORKS INC",
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        "name": "PALO ALTO NETWORKS INC",
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      {
        "name": "L'Oreal S.A. ADR",
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      {
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      {
        "name": "CONSTELLATION BRANDS INC CL A",
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      {
        "name": "CME GROUP INC CL A",
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      {
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        "name": "ACCENTURE PLC CL A",
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      },
      {
        "name": "MSCI INC",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
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      {
        "name": "TEXAS INSTRUMENTS INC",
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      },
      {
        "name": "PUBLIC STORAGE",
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      {
        "name": "FASTENAL CO",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-043489",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1572661/000141036826043489/0001410368-26-043489-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030056",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030056/0001410368-26-030056-index.htm"
    }
  ]
}