{
  "page": "compare",
  "query": {
    "a": "RTDSX",
    "b": "SWTSX"
  },
  "retrieved_at": "2026-07-07T18:44:18+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": "Multifactor U.S. Equity Fund",
    "ticker": "RTDSX",
    "slug": "RTDSX",
    "series_id": "S000045902",
    "html_url": "https://fundwatcher.app/funds/RTDSX/"
  },
  "fund_b": {
    "name": "Schwab Total Stock Market Index Fund",
    "ticker": "SWTSX",
    "slug": "SWTSX",
    "series_id": "S000005913",
    "html_url": "https://fundwatcher.app/funds/SWTSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7728549265296080371986255182",
    "coverage_b_by_a": "0.7728549265296080371986255183",
    "shared_count": 731,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "19261099.41",
        "weight": "0.06813918",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "16414775.55",
        "weight": "0.05806986",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "12824681.00",
        "weight": "0.04536933",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "10990272.80",
        "weight": "0.03887982",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "9908472.92",
        "weight": "0.03505279",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "7356368.89",
        "weight": "0.02602432",
        "shared": true
      },
      {
        "name": "U.S. Cash Management Fund",
        "value": "6195637.17",
        "weight": "0.02191804",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "5886841.22",
        "weight": "0.02082563",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4976052.12",
        "weight": "0.01760357",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "3769359.51",
        "weight": "0.01333470",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "3368243.20",
        "weight": "0.01191569",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3302697.12",
        "weight": "0.01168381",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "2943536.09",
        "weight": "0.01041322",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "2619683.80",
        "weight": "0.00926754",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2454441.36",
        "weight": "0.00868297",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2137834.85",
        "weight": "0.00756293",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2016681.98",
        "weight": "0.00713433",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1912167.00",
        "weight": "0.00676459",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1868213.76",
        "weight": "0.00660910",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1688747.94",
        "weight": "0.00597421",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "1574316.64",
        "weight": "0.00556939",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1563578.28",
        "weight": "0.00553140",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1483772.40",
        "weight": "0.00524908",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1449545.40",
        "weight": "0.00512800",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1352368.49",
        "weight": "0.00478422",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1282899.31",
        "weight": "0.00453846",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "1245097.44",
        "weight": "0.00440473",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "1241183.76",
        "weight": "0.00439088",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "1215567.60",
        "weight": "0.00430026",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1210014.45",
        "weight": "0.00428062",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "1203543.77",
        "weight": "0.00425773",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1148246.11",
        "weight": "0.00406210",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "1137486.24",
        "weight": "0.00402404",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1070634.72",
        "weight": "0.00378754",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "1034698.86",
        "weight": "0.00366041",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1019195.34",
        "weight": "0.00360556",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1002148.44",
        "weight": "0.00354526",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "966219.60",
        "weight": "0.00341815",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "941817.27",
        "weight": "0.00333183",
        "shared": true
      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "934633.35",
        "weight": "0.00330641",
        "shared": true
      },
      {
        "name": "FEDEX CORP",
        "value": "913093.84",
        "weight": "0.00323021",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "893035.38",
        "weight": "0.00315925",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "890604.12",
        "weight": "0.00315065",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "867089.02",
        "weight": "0.00306746",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "843120.75",
        "weight": "0.00298267",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "818235.00",
        "weight": "0.00289464",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "813903.00",
        "weight": "0.00287931",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "810814.32",
        "weight": "0.00286838",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "791456.56",
        "weight": "0.00279990",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "778236.32",
        "weight": "0.00275313",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "2296658217.30",
        "weight": "0.06923209",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "1895976248.40",
        "weight": "0.05715365",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1581463769.76",
        "weight": "0.04767276",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1151175622.80",
        "weight": "0.03470185",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "972479742.00",
        "weight": "0.02931512",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "778350545.71",
        "weight": "0.02346315",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "773678926.60",
        "weight": "0.02332233",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "771567324.00",
        "weight": "0.02325867",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "598154550.12",
        "weight": "0.01803119",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "435911347.91",
        "weight": "0.01314042",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "411756999.55",
        "weight": "0.01241229",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "407307473.70",
        "weight": "0.01227816",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "294827342.60",
        "weight": "0.00888748",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "270737923.50",
        "weight": "0.00816132",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "268599318.00",
        "weight": "0.00809685",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "258099534.70",
        "weight": "0.00778034",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "230310674.88",
        "weight": "0.00694265",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "218498202.65",
        "weight": "0.00658656",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "206233494.75",
        "weight": "0.00621685",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "194863907.90",
        "weight": "0.00587412",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "190861431.93",
        "weight": "0.00575346",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "184314387.37",
        "weight": "0.00555610",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "176715025.20",
        "weight": "0.00532702",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "175337604.45",
        "weight": "0.00528550",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "174928164.51",
        "weight": "0.00527316",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "165785227.55",
        "weight": "0.00499755",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "165548150.10",
        "weight": "0.00499040",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "160323852.15",
        "weight": "0.00483292",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "152586235.12",
        "weight": "0.00459967",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "152055913.68",
        "weight": "0.00458368",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "144980527.68",
        "weight": "0.00437040",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "143191950.75",
        "weight": "0.00431648",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "141740791.60",
        "weight": "0.00427273",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "140462016.62",
        "weight": "0.00423419",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "138892483.03",
        "weight": "0.00418687",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "138081053.84",
        "weight": "0.00416241",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "136888592.10",
        "weight": "0.00412647",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "135010397.74",
        "weight": "0.00406985",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "133147871.94",
        "weight": "0.00401370",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "128527424.20",
        "weight": "0.00387442",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "126950889.12",
        "weight": "0.00382690",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "110942055.00",
        "weight": "0.00334432",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "109169622.40",
        "weight": "0.00329089",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "107237841.57",
        "weight": "0.00323265",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "105220541.29",
        "weight": "0.00317184",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "103529567.07",
        "weight": "0.00312087",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "103028637.00",
        "weight": "0.00310577",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "102357413.13",
        "weight": "0.00308553",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "99903249.42",
        "weight": "0.00301155",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "99558182.40",
        "weight": "0.00300115",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-063583",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/351601/000141036826063583/0001410368-26-063583-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030054",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030054/0001410368-26-030054-index.htm"
    }
  ]
}