{
  "page": "compare",
  "query": {
    "a": "ROPE",
    "b": "LOMAX"
  },
  "retrieved_at": "2026-07-07T16:30:04+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": "Coastal Compass 100 ETF",
    "ticker": "ROPE",
    "slug": "ROPE",
    "series_id": "S000088451",
    "html_url": "https://fundwatcher.app/funds/ROPE/"
  },
  "fund_b": {
    "name": "Edgar Lomax Value Fund",
    "ticker": "LOMAX",
    "slug": "LOMAX",
    "series_id": "S000005075",
    "html_url": "https://fundwatcher.app/funds/LOMAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4174279305056569049209940521",
    "coverage_b_by_a": "0.4174279305056569049209940520",
    "shared_count": 28,
    "as_of": {
      "a": "2026-02-27",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "EXXON MOBIL CORP",
        "value": "428677.50",
        "weight": "0.05866513",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "412146.98",
        "weight": "0.05640290",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "400286.88",
        "weight": "0.05477983",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "396860.31",
        "weight": "0.05431090",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "389972.16",
        "weight": "0.05336825",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "384407.40",
        "weight": "0.05260670",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "383238.00",
        "weight": "0.05244667",
        "shared": true
      },
      {
        "name": "TARGET CORP",
        "value": "379034.49",
        "weight": "0.05187141",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "339255.40",
        "weight": "0.04642759",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "331348.92",
        "weight": "0.04534557",
        "shared": true
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "149899.31",
        "weight": "0.02051394",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "107050.70",
        "weight": "0.01465004",
        "shared": false
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "106773.78",
        "weight": "0.01461214",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "105264.00",
        "weight": "0.01440553",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "101732.85",
        "weight": "0.01392229",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "100117.29",
        "weight": "0.01370119",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "99421.64",
        "weight": "0.01360599",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "99384.72",
        "weight": "0.01360094",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "98592.64",
        "weight": "0.01349254",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "98053.56",
        "weight": "0.01341877",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "94332.88",
        "weight": "0.01290959",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "94103.20",
        "weight": "0.01287816",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "93531.45",
        "weight": "0.01279991",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "92427.26",
        "weight": "0.01264880",
        "shared": false
      },
      {
        "name": "STARBUCKS CORP",
        "value": "91158.60",
        "weight": "0.01247518",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "88747.56",
        "weight": "0.01214523",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "87723.84",
        "weight": "0.01200513",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "85963.32",
        "weight": "0.01176420",
        "shared": true
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "85927.50",
        "weight": "0.01175930",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "83155.96",
        "weight": "0.01138001",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "81464.40",
        "weight": "0.01114852",
        "shared": true
      },
      {
        "name": "Medtronic PLC",
        "value": "81253.12",
        "weight": "0.01111961",
        "shared": false
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "79418.39",
        "weight": "0.01086852",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "76454.84",
        "weight": "0.01046295",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "75493.60",
        "weight": "0.01033141",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "74272.48",
        "weight": "0.01016430",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "74174.10",
        "weight": "0.01015083",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "74145.28",
        "weight": "0.01014689",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "73923.02",
        "weight": "0.01011647",
        "shared": true
      },
      {
        "name": "METLIFE INC",
        "value": "73655.54",
        "weight": "0.01007987",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "73606.92",
        "weight": "0.01007321",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "73097.89",
        "weight": "0.01000355",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "72353.16",
        "weight": "0.00990163",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "70291.35",
        "weight": "0.00961947",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "66538.17",
        "weight": "0.00910584",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "66413.50",
        "weight": "0.00908878",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "64489.08",
        "weight": "0.00882542",
        "shared": false
      },
      {
        "name": "Accenture PLC",
        "value": "63659.60",
        "weight": "0.00871191",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "62800.44",
        "weight": "0.00859433",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "61748.43",
        "weight": "0.00845036",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "FEDEX CORP",
        "value": "5333237.50",
        "weight": "0.05003547",
        "shared": true
      },
      {
        "name": "TARGET CORP",
        "value": "5183850.50",
        "weight": "0.04863395",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "4970890.00",
        "weight": "0.04663599",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "4306315.50",
        "weight": "0.04040107",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "4289603.50",
        "weight": "0.04024428",
        "shared": false
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "3908574.00",
        "weight": "0.03666953",
        "shared": true
      },
      {
        "name": "Invesco Treasury Portfolio, Institutional Class",
        "value": "3686316.01",
        "weight": "0.03458435",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "3324990.00",
        "weight": "0.03119446",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "3265137.00",
        "weight": "0.03063293",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "3139354.50",
        "weight": "0.02945286",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3120450.00",
        "weight": "0.02927550",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3089590.00",
        "weight": "0.02898598",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3012634.50",
        "weight": "0.02826399",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "2920437.00",
        "weight": "0.02739901",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "2866148.88",
        "weight": "0.02688969",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "2737634.50",
        "weight": "0.02568399",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2261137.50",
        "weight": "0.02121358",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "2223812.50",
        "weight": "0.02086341",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "2012077.50",
        "weight": "0.01887695",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1844066.50",
        "weight": "0.01730070",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "1775816.00",
        "weight": "0.01666038",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "1693896.00",
        "weight": "0.01589183",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1681290.00",
        "weight": "0.01577356",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1672620.00",
        "weight": "0.01569222",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "1667912.50",
        "weight": "0.01564805",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1667680.00",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1579050.50",
        "weight": "0.01481437",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1574720.00",
        "weight": "0.01477374",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1544744.50",
        "weight": "0.01449251",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "1504640.00",
        "weight": "0.01411626",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "1480395.00",
        "weight": "0.01388880",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1460901.00",
        "weight": "0.01370591",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "1459485.00",
        "weight": "0.01369262",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "1450020.00",
        "weight": "0.01360383",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "1431830.00",
        "weight": "0.01343317",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "1422720.00",
        "weight": "0.01334770",
        "shared": true
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "1380456.00",
        "weight": "0.01295119",
        "shared": false
      },
      {
        "name": "METLIFE INC",
        "value": "1356736.00",
        "weight": "0.01272865",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1292148.00",
        "weight": "0.01212270",
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      },
      {
        "name": "AMGEN INC",
        "value": "1264956.00",
        "weight": "0.01186759",
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      },
      {
        "name": "MERCK & CO",
        "value": "1257078.00",
        "weight": "0.01179368",
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      },
      {
        "name": "ABBVIE INC",
        "value": "1170802.50",
        "weight": "0.01098426",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "1081675.00",
        "weight": "0.01014808",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "912024.75",
        "weight": "0.00855645",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "875416.00",
        "weight": "0.00821299",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "873600.00",
        "weight": "0.00819596",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "838897.50",
        "weight": "0.00787038",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "487494.00",
        "weight": "0.00457358",
        "shared": false
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "483301.00",
        "weight": "0.00453424",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "468709.50",
        "weight": "0.00439735",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001592900-26-001905",
      "as_of": "2026-02-27",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1592900/000159290026001905/0001592900-26-001905-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-126116",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000119312526126116/0001193125-26-126116-index.htm"
    }
  ]
}