{
  "page": "compare",
  "query": {
    "a": "RJDI",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T17:31:13+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": "RJ Eagle GCM Dividend Select Income ETF",
    "ticker": "RJDI",
    "slug": "RJDI",
    "series_id": "S000091480",
    "html_url": "https://fundwatcher.app/funds/RJDI/"
  },
  "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": "0.3119497062489227280297502725",
    "coverage_b_by_a": "0.3119497062489227280297502725",
    "shared_count": 16,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "WALMART INC",
        "value": "2552711.20",
        "weight": "0.04947628",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "2287108.46",
        "weight": "0.04432840",
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      },
      {
        "name": "TAPESTRY INC",
        "value": "2258183.33",
        "weight": "0.04376778",
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      },
      {
        "name": "JOHNSON CONTROLS INTERNATIONAL PLC",
        "value": "2182805.55",
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      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "CORNING INC",
        "value": "1959735.61",
        "weight": "0.03798331",
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      },
      {
        "name": "WELLTOWER INC",
        "value": "1843052.62",
        "weight": "0.03572178",
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      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "1827013.70",
        "weight": "0.03541091",
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      {
        "name": "APPLE INC",
        "value": "1804446.90",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "EATON CORP PLC",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
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      },
      {
        "name": "JOHNSON&JOHNSON",
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      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1502113.90",
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      {
        "name": "MICROSOFT CORP",
        "value": "1492525.44",
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      },
      {
        "name": "MAIN STREET CAPITAL CORP COMMON STOCK USD.01",
        "value": "1455976.32",
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      },
      {
        "name": "MLP",
        "value": "1370705.30",
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      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "1331567.91",
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      {
        "name": "DARDEN RESTAURANTS INC",
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        "name": "CUMMINS INC",
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      },
      {
        "name": "Enterprise Products Partners LP",
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      {
        "name": "MERCK & CO",
        "value": "1112081.05",
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      },
      {
        "name": "CME GROUP INC CL A",
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      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "1078589.37",
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      {
        "name": "UNION PACIFIC CORP",
        "value": "1073350.88",
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      {
        "name": "REALTY INCOME CORP REIT",
        "value": "1048808.74",
        "weight": "0.02032786",
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      {
        "name": "NEXTERA ENERGY INC",
        "value": "1043135.28",
        "weight": "0.02021790",
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      },
      {
        "name": "CHUBB LTD",
        "value": "849699.51",
        "weight": "0.01646875",
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      },
      {
        "name": "ENTERGY CORP",
        "value": "745620.96",
        "weight": "0.01445152",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "733028.36",
        "weight": "0.01420745",
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      },
      {
        "name": "COMCAST CORP CL A",
        "value": "568515.42",
        "weight": "0.01101888",
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      },
      {
        "name": "BEST BUY CO INC",
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        "weight": "0.01008393",
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      {
        "name": "UNITEDHEALTH GRP",
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      {
        "name": "ZOETIS INC CL A",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "470312.70",
        "weight": "0.00911553",
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      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "459530.36",
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      },
      {
        "name": "FRST AM-GV OB-X",
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    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
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        "shared": false
      },
      {
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        "value": "22941750.00",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
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      },
      {
        "name": "BROADCOM INC",
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        "weight": "0.03234460",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
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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",
        "weight": "0.02673815",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
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      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.02520536",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
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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",
        "value": "12165920.00",
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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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      {
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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",
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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",
        "value": "6727800.00",
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      },
      {
        "name": "TRUIST FINL CORP",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
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      },
      {
        "name": "BECTON DICKINSON and CO",
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      {
        "name": "EVERSOURCE ENERGY",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
        "weight": "0.00874863",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
        "weight": "0.00857967",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
        "weight": "0.00857373",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
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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": "0001193125-26-238826",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/897111/000119312526238826/0001193125-26-238826-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"
    }
  ]
}