{
  "page": "compare",
  "query": {
    "a": "RUSTX",
    "b": "SWPPX"
  },
  "retrieved_at": "2026-07-07T18:36:20+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": "U.S. Strategic Equity Fund",
    "ticker": "RUSTX",
    "slug": "RUSTX",
    "series_id": "S000037466",
    "html_url": "https://fundwatcher.app/funds/RUSTX/"
  },
  "fund_b": {
    "name": "Schwab S&P 500 Index Fund",
    "ticker": "SWPPX",
    "slug": "SWPPX",
    "series_id": "S000005911",
    "html_url": "https://fundwatcher.app/funds/SWPPX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6483078519894240884235212906",
    "coverage_b_by_a": "0.6483078519894240884235212907",
    "shared_count": 291,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "213246731.67",
        "weight": "0.06733440",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "166101204.15",
        "weight": "0.05244781",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "124073589.48",
        "weight": "0.03917725",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "121815366.40",
        "weight": "0.03846420",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "112040331.88",
        "weight": "0.03537765",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "90491310.26",
        "weight": "0.02857337",
        "shared": true
      },
      {
        "name": "U.S. Cash Management Fund",
        "value": "69482032.41",
        "weight": "0.02193952",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "66169959.18",
        "weight": "0.02089371",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "61192835.73",
        "weight": "0.01932214",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "37767783.24",
        "weight": "0.01192549",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "26725794.48",
        "weight": "0.00843889",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "22802392.50",
        "weight": "0.00720004",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "19156496.20",
        "weight": "0.00604882",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "19057224.00",
        "weight": "0.00601747",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "18509973.00",
        "weight": "0.00584468",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "18113284.86",
        "weight": "0.00571942",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "18106468.99",
        "weight": "0.00571727",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "17838480.99",
        "weight": "0.00563265",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "17671606.38",
        "weight": "0.00557995",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "17587167.30",
        "weight": "0.00555329",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "16491715.02",
        "weight": "0.00520739",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "15742462.71",
        "weight": "0.00497081",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "15628610.85",
        "weight": "0.00493486",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "15599436.80",
        "weight": "0.00492565",
        "shared": true
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "15245728.80",
        "weight": "0.00481396",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "15218992.16",
        "weight": "0.00480552",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "14821989.15",
        "weight": "0.00468016",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "14732507.68",
        "weight": "0.00465191",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "14726196.62",
        "weight": "0.00464992",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "14687108.73",
        "weight": "0.00463757",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "14380565.25",
        "weight": "0.00454078",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "14158882.50",
        "weight": "0.00447078",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "14054889.39",
        "weight": "0.00443795",
        "shared": true
      },
      {
        "name": "ADOBE INC",
        "value": "13857644.90",
        "weight": "0.00437566",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "13811511.25",
        "weight": "0.00436110",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "13570545.56",
        "weight": "0.00428501",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "13277642.94",
        "weight": "0.00419252",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "13199568.21",
        "weight": "0.00416787",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "13111035.00",
        "weight": "0.00413992",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "12870958.10",
        "weight": "0.00406411",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "12857931.04",
        "weight": "0.00406000",
        "shared": true
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "12376378.24",
        "weight": "0.00390794",
        "shared": true
      },
      {
        "name": "EDWARDS LIFESCIENCES CORP",
        "value": "12214463.50",
        "weight": "0.00385682",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "12174435.52",
        "weight": "0.00384418",
        "shared": true
      },
      {
        "name": "LOWES COS INC",
        "value": "12057223.47",
        "weight": "0.00380717",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "11903232.96",
        "weight": "0.00375854",
        "shared": true
      },
      {
        "name": "ARCHER DANIELS MIDLAND CO",
        "value": "11826963.64",
        "weight": "0.00373446",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "11689110.48",
        "weight": "0.00369093",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "11498268.24",
        "weight": "0.00363067",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "11413612.17",
        "weight": "0.00360394",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "10433080665.78",
        "weight": "0.07838275",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "8612356827.88",
        "weight": "0.06470382",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "7183149384.60",
        "weight": "0.05396632",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "5231899655.00",
        "weight": "0.03930677",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4417784384.00",
        "weight": "0.03319040",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3536331097.14",
        "weight": "0.02656812",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3515815234.00",
        "weight": "0.02641399",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3506908533.50",
        "weight": "0.02634707",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "2718342158.64",
        "weight": "0.02042265",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1980220882.30",
        "weight": "0.01487721",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1871763239.97",
        "weight": "0.01406238",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1851409204.95",
        "weight": "0.01390946",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1339999724.00",
        "weight": "0.01006729",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1230515345.25",
        "weight": "0.00924475",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1220580825.58",
        "weight": "0.00917011",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "1174007823.66",
        "weight": "0.00882021",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1047025603.04",
        "weight": "0.00786620",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "993450635.45",
        "weight": "0.00746370",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "936866980.50",
        "weight": "0.00703859",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "886094999.42",
        "weight": "0.00665715",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "866408600.46",
        "weight": "0.00650925",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "838299456.08",
        "weight": "0.00629806",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "803181733.20",
        "weight": "0.00603423",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "797228231.67",
        "weight": "0.00598950",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "795361473.72",
        "weight": "0.00597548",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "753010694.91",
        "weight": "0.00565730",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "752387895.80",
        "weight": "0.00565262",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "727287418.44",
        "weight": "0.00546404",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "693614294.56",
        "weight": "0.00521106",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "691685367.12",
        "weight": "0.00519657",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "658944818.82",
        "weight": "0.00495059",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "651510489.89",
        "weight": "0.00489474",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "644231937.60",
        "weight": "0.00484005",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "638443779.43",
        "weight": "0.00479657",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "630501885.58",
        "weight": "0.00473690",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "628109622.72",
        "weight": "0.00471893",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "622053974.10",
        "weight": "0.00467343",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "615044157.40",
        "weight": "0.00462077",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "605409323.48",
        "weight": "0.00454838",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "584182019.82",
        "weight": "0.00438890",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "577018875.60",
        "weight": "0.00433509",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "504099855.00",
        "weight": "0.00378725",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "496220288.40",
        "weight": "0.00372806",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "488513479.68",
        "weight": "0.00367016",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "479546602.85",
        "weight": "0.00360279",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "472220366.13",
        "weight": "0.00354775",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "468450082.53",
        "weight": "0.00351942",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "465777298.35",
        "weight": "0.00349934",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "454620308.74",
        "weight": "0.00341552",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "452897865.60",
        "weight": "0.00340258",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-063590",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/351601/000141036826063590/0001410368-26-063590-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030044",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030044/0001410368-26-030044-index.htm"
    }
  ]
}