{
  "page": "compare",
  "query": {
    "a": "LSVEX",
    "b": "LSVVX"
  },
  "retrieved_at": "2026-07-07T18:28:48+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": "LSV Value Equity Fund",
    "ticker": "LSVEX",
    "slug": "LSVEX",
    "series_id": "S000006448",
    "html_url": "https://fundwatcher.app/funds/LSVEX/"
  },
  "fund_b": {
    "name": "LSV Conservative Value Equity Fund",
    "ticker": "LSVVX",
    "slug": "LSVVX",
    "series_id": "S000016708",
    "html_url": "https://fundwatcher.app/funds/LSVVX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5599472305475938330943332083",
    "coverage_b_by_a": "0.5599472305475938330943332081",
    "shared_count": 107,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "32438640.00",
        "weight": "0.02817946",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "22089348.00",
        "weight": "0.01918903",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "20669850.00",
        "weight": "0.01795591",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "19594806.00",
        "weight": "0.01702202",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "19591437.00",
        "weight": "0.01701909",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "19376682.00",
        "weight": "0.01683253",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "18671050.00",
        "weight": "0.01621955",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "16813720.00",
        "weight": "0.01460609",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "16635129.00",
        "weight": "0.01445095",
        "shared": true
      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "16193625.00",
        "weight": "0.01406741",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "16034720.00",
        "weight": "0.01392937",
        "shared": true
      },
      {
        "name": "STATE STREET CORP",
        "value": "16032916.00",
        "weight": "0.01392780",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "15954978.00",
        "weight": "0.01386010",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "15363399.00",
        "weight": "0.01334619",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "14725672.00",
        "weight": "0.01279220",
        "shared": true
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "14523350.00",
        "weight": "0.01261644",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "14415330.00",
        "weight": "0.01252260",
        "shared": true
      },
      {
        "name": "FEDEX CORP",
        "value": "13994857.00",
        "weight": "0.01215734",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP COMMON STOCK",
        "value": "13840110.00",
        "weight": "0.01202291",
        "shared": true
      },
      {
        "name": "HEWLETT PACKARD ENTERPRISE CO",
        "value": "13585194.00",
        "weight": "0.01180147",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "13541871.00",
        "weight": "0.01176383",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "13155879.00",
        "weight": "0.01142852",
        "shared": true
      },
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "12951455.00",
        "weight": "0.01125094",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "12686648.00",
        "weight": "0.01102090",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "12423565.00",
        "weight": "0.01079236",
        "shared": true
      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "12338380.00",
        "weight": "0.01071836",
        "shared": true
      },
      {
        "name": "TEXTRON INC",
        "value": "12167728.00",
        "weight": "0.01057011",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "12102700.00",
        "weight": "0.01051362",
        "shared": true
      },
      {
        "name": "RYDER SYSTEM INC",
        "value": "11622666.00",
        "weight": "0.01009662",
        "shared": true
      },
      {
        "name": "TD SYNNEX CORP",
        "value": "11340546.00",
        "weight": "0.00985154",
        "shared": true
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "11327868.00",
        "weight": "0.00984053",
        "shared": true
      },
      {
        "name": "HALLIBURTON CO",
        "value": "11205270.00",
        "weight": "0.00973402",
        "shared": true
      },
      {
        "name": "PULTEGROUP INC",
        "value": "11171468.00",
        "weight": "0.00970466",
        "shared": true
      },
      {
        "name": "ALLISON TRANSMISSION HLDGS INC",
        "value": "11151050.00",
        "weight": "0.00968692",
        "shared": true
      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "11141108.00",
        "weight": "0.00967829",
        "shared": true
      },
      {
        "name": "JAZZ PHARMACEUTI",
        "value": "10902174.00",
        "weight": "0.00947072",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "10825444.00",
        "weight": "0.00940407",
        "shared": true
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP COMMON STOCK",
        "value": "10554280.00",
        "weight": "0.00916851",
        "shared": true
      },
      {
        "name": "CIRRUS LOGIC INC",
        "value": "10306656.00",
        "weight": "0.00895340",
        "shared": true
      },
      {
        "name": "ENERSYS INC",
        "value": "10193828.00",
        "weight": "0.00885538",
        "shared": false
      },
      {
        "name": "INCYTE CORP",
        "value": "10117674.00",
        "weight": "0.00878923",
        "shared": true
      },
      {
        "name": "HOST HOTELS & RE",
        "value": "9967021.00",
        "weight": "0.00865836",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORP COMMON STOCK",
        "value": "9719028.00",
        "weight": "0.00844292",
        "shared": true
      },
      {
        "name": "BORGWARNER INC COMMON STOCK",
        "value": "9639324.00",
        "weight": "0.00837369",
        "shared": true
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "9618198.00",
        "weight": "0.00835533",
        "shared": true
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "9615640.00",
        "weight": "0.00835311",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "9330234.62",
        "weight": "0.00810518",
        "shared": true
      },
      {
        "name": "KRAFT HEINZ CO/T",
        "value": "9308728.00",
        "weight": "0.00808650",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "8974375.00",
        "weight": "0.00779604",
        "shared": true
      },
      {
        "name": "ARROW ELECTRONICS INC COMMON STOCK",
        "value": "8940708.00",
        "weight": "0.00776680",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "4810000.00",
        "weight": "0.03054058",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3821406.00",
        "weight": "0.02426361",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3626755.00",
        "weight": "0.02302769",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATHAWAY INC-CL B COMMON STOCK",
        "value": "3125760.00",
        "weight": "0.01984668",
        "shared": false
      },
      {
        "name": "US ULTRA BOND CBT Sep25",
        "value": "2738518.58",
        "weight": "0.01738793",
        "shared": true
      },
      {
        "name": "PUT Amazon.com, Inc. 01/02/2026 P205",
        "value": "2624094.00",
        "weight": "0.01666140",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "2368028.00",
        "weight": "0.01503554",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "2360700.00",
        "weight": "0.01498901",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2275504.00",
        "weight": "0.01444807",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "2039304.00",
        "weight": "0.01294834",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "2032294.00",
        "weight": "0.01290383",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "1983690.00",
        "weight": "0.01259523",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1982136.00",
        "weight": "0.01258536",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORP COMMON STOCK",
        "value": "1758834.00",
        "weight": "0.01116753",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1753095.00",
        "weight": "0.01113109",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1746860.00",
        "weight": "0.01109150",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "1661868.00",
        "weight": "0.01055185",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "1622739.00",
        "weight": "0.01030341",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "1615864.00",
        "weight": "0.01025975",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "1608125.00",
        "weight": "0.01021062",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "1532580.00",
        "weight": "0.00973095",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP COMMON STOCK",
        "value": "1464633.00",
        "weight": "0.00929953",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "1453000.00",
        "weight": "0.00922567",
        "shared": true
      },
      {
        "name": "FEDEX CORP",
        "value": "1451916.00",
        "weight": "0.00921878",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "1418682.00",
        "weight": "0.00900777",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "1393570.00",
        "weight": "0.00884832",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "1349298.00",
        "weight": "0.00856722",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "1344189.00",
        "weight": "0.00853478",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1333268.00",
        "weight": "0.00846544",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1296680.00",
        "weight": "0.00823313",
        "shared": false
      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "1295490.00",
        "weight": "0.00822557",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "1291108.00",
        "weight": "0.00819775",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "1245618.00",
        "weight": "0.00790892",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "1216656.00",
        "weight": "0.00772503",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "1151392.00",
        "weight": "0.00731064",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "1073616.00",
        "weight": "0.00681681",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1068132.00",
        "weight": "0.00678199",
        "shared": false
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "1060836.00",
        "weight": "0.00673566",
        "shared": true
      },
      {
        "name": "DELTA AIR LI",
        "value": "1060644.00",
        "weight": "0.00673445",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "1053876.00",
        "weight": "0.00669147",
        "shared": false
      },
      {
        "name": "STATE STREET CORP",
        "value": "1039312.00",
        "weight": "0.00659900",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "1034800.00",
        "weight": "0.00657035",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1029630.00",
        "weight": "0.00653752",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "1011296.00",
        "weight": "0.00642112",
        "shared": true
      },
      {
        "name": "HEWLETT PACKARD ENTERPRISE CO",
        "value": "995442.00",
        "weight": "0.00632045",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "989884.00",
        "weight": "0.00628516",
        "shared": true
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "958914.00",
        "weight": "0.00608852",
        "shared": true
      },
      {
        "name": "ALLSTATE CORP COMMON STOCK",
        "value": "955944.00",
        "weight": "0.00606966",
        "shared": true
      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "955790.00",
        "weight": "0.00606869",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "935609.00",
        "weight": "0.00594055",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002048251-26-005598",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/878719/000204825126005598/0002048251-26-005598-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002048251-26-005599",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/878719/000204825126005599/0002048251-26-005599-index.htm"
    }
  ]
}