{
  "page": "compare",
  "query": {
    "a": "MFSV",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T19:45:04+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": "MFS Active Value ETF",
    "ticker": "MFSV",
    "slug": "MFSV",
    "series_id": "S000085670",
    "html_url": "https://fundwatcher.app/funds/MFSV/"
  },
  "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": "0.3474357414779966999710896413",
    "coverage_b_by_a": "0.3474357414779966999710896413",
    "shared_count": 24,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "12138126.00",
        "weight": "0.04286517",
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      },
      {
        "name": "MCKESSON CORP",
        "value": "10399968.21",
        "weight": "0.03672696",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "8994145.00",
        "weight": "0.03176237",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "8972438.04",
        "weight": "0.03168571",
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      },
      {
        "name": "THE CIGNA GROUP",
        "value": "8085978.00",
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      },
      {
        "name": "KLA CORP",
        "value": "7549571.60",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "7185496.90",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "6718130.72",
        "weight": "0.02372474",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "6643313.58",
        "weight": "0.02346052",
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      },
      {
        "name": "TRAVELERS COS IN",
        "value": "6615698.40",
        "weight": "0.02336300",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "ANALOG DEVICES INC",
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      },
      {
        "name": "RTX CORP",
        "value": "6456081.06",
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      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "6269515.75",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "5898988.26",
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      },
      {
        "name": "BOEING CO/THE",
        "value": "5826133.18",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "5386087.20",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "5347678.70",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "5037850.92",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5037618.45",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "4941782.20",
        "weight": "0.01745165",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "4928801.12",
        "weight": "0.01740581",
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      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "4793399.38",
        "weight": "0.01692765",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "4704123.72",
        "weight": "0.01661237",
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      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "4653004.72",
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      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "4606875.80",
        "weight": "0.01626895",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "4521426.00",
        "weight": "0.01596719",
        "shared": true
      },
      {
        "name": "NASDAQ INC",
        "value": "4495481.40",
        "weight": "0.01587556",
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      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "4486171.62",
        "weight": "0.01584269",
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      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "4442327.06",
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      },
      {
        "name": "PACCAR INC",
        "value": "4425759.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4124578.59",
        "weight": "0.01456574",
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      },
      {
        "name": "KKR & CO INC",
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      },
      {
        "name": "ACCENTURE PLC CL A",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3989726.40",
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      },
      {
        "name": "AON PLC",
        "value": "3930701.99",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "3784762.56",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3784655.70",
        "weight": "0.01336532",
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      },
      {
        "name": "ILLINOIS TOOL WORKS INC",
        "value": "3643918.94",
        "weight": "0.01286831",
        "shared": true
      },
      {
        "name": "EQUIFAX INC",
        "value": "3642172.80",
        "weight": "0.01286215",
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      },
      {
        "name": "XCEL ENERGY INC",
        "value": "3604653.12",
        "weight": "0.01272965",
        "shared": false
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "3501440.00",
        "weight": "0.01236516",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "3125610.52",
        "weight": "0.01103793",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "3053400.65",
        "weight": "0.01078293",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "2936780.77",
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      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "2857989.38",
        "weight": "0.01009284",
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      },
      {
        "name": "PFIZER INC",
        "value": "2815793.05",
        "weight": "0.00994383",
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      },
      {
        "name": "CRH PLC",
        "value": "2662956.10",
        "weight": "0.00940409",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "2659435.18",
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    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
        "weight": "0.03866773",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16432447.50",
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      },
      {
        "name": "BLACKROCK INC",
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        "weight": "0.02548965",
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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",
        "value": "15210000.00",
        "weight": "0.02474904",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
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      },
      {
        "name": "ABBVIE INC",
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      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "MCDONALDS CORP",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
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      {
        "name": "PARKER HANNIFIN CORP",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "HOME DEPOT INC",
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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": "FIDELITY NATL INFORM SVCS INC",
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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",
        "value": "7735000.00",
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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",
        "value": "6684600.00",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
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      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
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      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
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      },
      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
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        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
        "weight": "0.00835121",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040083",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2018846/000141036826040083/0001410368-26-040083-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"
    }
  ]
}