{
  "page": "compare",
  "query": {
    "a": "PWDAX",
    "b": "OFVIX"
  },
  "retrieved_at": "2026-07-07T17:59:32+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": "DF Tactical Dividend Fund",
    "ticker": "PWDAX",
    "slug": "PWDAX",
    "series_id": "S000042237",
    "html_url": "https://fundwatcher.app/funds/PWDAX/"
  },
  "fund_b": {
    "name": "O'Shaughnessy Market Leaders Value Fund",
    "ticker": "OFVIX",
    "slug": "OFVIX",
    "series_id": "S000052915",
    "html_url": "https://fundwatcher.app/funds/OFVIX/"
  },
  "overlap": {
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    "coverage_b_by_a": "0.2758456287700026191244115463",
    "shared_count": 19,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
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      },
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        "name": "CHEVRON CORP",
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      },
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        "name": "PHILLIPS 66",
        "value": "1596989.88",
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      },
      {
        "name": "AT&T INC",
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      {
        "name": "ARES MANAGEMENT CORP CL A",
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        "name": "ONEOK INC",
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      {
        "name": "HP INC",
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      },
      {
        "name": "FIFTH THIRD BANCORP",
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      },
      {
        "name": "PRUDENTL FINL",
        "value": "1528946.19",
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      },
      {
        "name": "PFIZER INC",
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        "name": "RESTAURANT BRANDS INTERNATIONAL INC",
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        "name": "CITIZENS FINANCIAL GROUP INC",
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      {
        "name": "EDISON INTL",
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        "name": "PRINCIPAL FINL GROUP INC",
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        "name": "TARGET CORP",
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        "name": "KEYCORP",
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        "name": "M&T BANK CORP",
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      },
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        "name": "KINDER MORGAN INC",
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      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
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      {
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        "name": "EXPAND ENERGY CORP",
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        "name": "T ROWE PRICE GRP",
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        "name": "TRUIST FINL CORP",
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        "name": "REGIONS FINANCIAL CORP",
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      {
        "name": "US BANCORP DEL",
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      {
        "name": "PROGRESSIVE CORP OHIO",
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      {
        "name": "ACCENTURE PLC-A",
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        "name": "NRG ENERGY INC",
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        "name": "FIDELITY NATIONAL FINL INC",
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        "name": "VICI PROPERTIES",
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        "name": "ABBVIE INC",
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        "name": "UNITEDHEALTH GRP",
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        "name": "CVS HEALTH CORP",
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        "name": "COMCAST CORP CL A",
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        "name": "CFD_EQS BARCUS33 BV7DQ55",
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        "name": "FIDELITY NATL INFORM SVCS INC",
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    ],
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        "name": "SYNCHRONY FINANCIAL",
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        "name": "JABIL INC",
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      {
        "name": "NORTHERN TRUST CORP",
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      {
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        "name": "TRUIST FINL CORP",
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      {
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      {
        "name": "THE CIGNA GROUP",
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      {
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      {
        "name": "PAYPAL HOLDINGS",
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      },
      {
        "name": "STATE STREET CORP",
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      {
        "name": "TWILIO INC CLASS A",
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      },
      {
        "name": "GENERAL MILLS INC",
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      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
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        "name": "CARLISLE COS INC",
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      },
      {
        "name": "CITIGROUP INC",
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        "name": "DEVON ENERGY CORP",
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      },
      {
        "name": "HP INC",
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      {
        "name": "UNITED PARCEL SERVICE INC CL B",
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        "name": "REGIONS FINANCIAL CORP",
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        "name": "PHILLIPS 66",
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        "name": "AFLAC INC",
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      {
        "name": "LYONDELLBASELL INDS CLASS A",
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      },
      {
        "name": "APTIV PLC",
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      },
      {
        "name": "KROGER CO",
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      },
      {
        "name": "DOLLAR TREE INC",
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      },
      {
        "name": "SOUTHWEST AIRLINES CO",
        "value": "1582463.52",
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      },
      {
        "name": "NVR INC",
        "value": "1504238.81",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007839",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1314414/000091047226007839/0000910472-26-007839-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-109795",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000119312526109795/0001193125-26-109795-index.htm"
    }
  ]
}