{
  "page": "compare",
  "query": {
    "a": "STRV",
    "b": "SWP1Z"
  },
  "retrieved_at": "2026-07-07T19:24:26+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": "Strive 500 ETF",
    "ticker": "STRV",
    "slug": "STRV",
    "series_id": "S000077125",
    "html_url": "https://fundwatcher.app/funds/STRV/"
  },
  "fund_b": {
    "name": "Schwab S&P 500 Index Portfolio",
    "ticker": "SWP1Z",
    "slug": "SWP1Z",
    "series_id": "S000006547",
    "html_url": "https://fundwatcher.app/funds/SWP1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.9404835056688163623120046409",
    "coverage_b_by_a": "0.9404835056688163623120046409",
    "shared_count": 415,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "69647860.80",
        "weight": "0.07326011",
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      },
      {
        "name": "APPLE INC",
        "value": "62564310.80",
        "weight": "0.06580917",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "46881290.16",
        "weight": "0.04931276",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "34278326.22",
        "weight": "0.03605615",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "28340188.24",
        "weight": "0.02981004",
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      },
      {
        "name": "BROADCOM INC",
        "value": "24524643.87",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "22656776.52",
        "weight": "0.02383186",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "21156223.14",
        "weight": "0.02225348",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "18470770.50",
        "weight": "0.01942875",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "13367017.41",
        "weight": "0.01406029",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "13291913.76",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "12153254.78",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "11166318.40",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "10073861.28",
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      },
      {
        "name": "WALMART INC",
        "value": "9158938.88",
        "weight": "0.00963396",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8644064.00",
        "weight": "0.00909238",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "7430378.51",
        "weight": "0.00781575",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "6975253.60",
        "weight": "0.00733702",
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      },
      {
        "name": "NETFLIX INC",
        "value": "6872705.85",
        "weight": "0.00722915",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "6638593.40",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "5674764.60",
        "weight": "0.00596908",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "5674743.75",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "5630738.97",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "5626949.08",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "5584223.31",
        "weight": "0.00587385",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "5479795.08",
        "weight": "0.00576400",
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      },
      {
        "name": "MERCK & CO",
        "value": "5089109.03",
        "weight": "0.00535305",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "4926530.97",
        "weight": "0.00518204",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "4812830.11",
        "weight": "0.00506244",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "4648344.00",
        "weight": "0.00488943",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "4579883.10",
        "weight": "0.00481742",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "4546684.80",
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      {
        "name": "RTX CORP",
        "value": "4408729.50",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "4392422.44",
        "weight": "0.00462023",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "4314549.00",
        "weight": "0.00453832",
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      },
      {
        "name": "ORACLE CORP",
        "value": "4287226.73",
        "weight": "0.00450958",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "4159144.84",
        "weight": "0.00437486",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "4044238.14",
        "weight": "0.00425399",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "4003119.40",
        "weight": "0.00421074",
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      },
      {
        "name": "Linde PLC",
        "value": "3987893.44",
        "weight": "0.00419472",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "3805001.97",
        "weight": "0.00400235",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "3782011.17",
        "weight": "0.00397816",
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      },
      {
        "name": "PEPSICO INC",
        "value": "3643569.27",
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      },
      {
        "name": "AT&T INC",
        "value": "3555681.48",
        "weight": "0.00374009",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "3448231.05",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "3350480.63",
        "weight": "0.00352425",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "3329113.40",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3269840.40",
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      }
    ],
    "b_top": [
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      },
      {
        "name": "APPLE INC",
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        "name": "MICROSOFT CORP",
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        "name": "AMAZON.COM INC",
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      {
        "name": "ALPHABET INC CL A",
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      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "77386222.20",
        "weight": "0.02393200",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "72247432.14",
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      },
      {
        "name": "TESLA INC",
        "value": "60361419.25",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "45796887.92",
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      },
      {
        "name": "LILLY ELI and CO",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "JOHNSON&JOHNSON",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "29327858.40",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "NETFLIX INC",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "ABBVIE INC",
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      {
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      },
      {
        "name": "PROCTER & GAMBLE",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
        "name": "ADV MICRO DEVICE",
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      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "MERCK & CO",
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        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "15659450.64",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      },
      {
        "name": "RTX CORP",
        "value": "14919657.60",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "14856625.70",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "WELLS FARGO & CO",
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      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "GE VERNOVA LLC",
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      },
      {
        "name": "LINDE PLC",
        "value": "13364202.32",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "13077910.06",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "12769428.73",
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      },
      {
        "name": "PEPSICO INC",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12197997.60",
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      },
      {
        "name": "INTEL CORP",
        "value": "11960289.12",
        "weight": "0.00369877",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "11694015.19",
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        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "11419593.13",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "11408486.11",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001592900-26-002781",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1592900/000159290026002781/0001592900-26-002781-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050043",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm"
    }
  ]
}