{
  "page": "compare",
  "query": {
    "a": "SWANX",
    "b": "SWLSX"
  },
  "retrieved_at": "2026-07-07T14:20:42+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": "Schwab Core Equity Fund",
    "ticker": "SWANX",
    "slug": "SWANX",
    "series_id": "S000005514",
    "html_url": "https://fundwatcher.app/funds/SWANX/"
  },
  "fund_b": {
    "name": "Schwab Large-Cap Growth Fund",
    "ticker": "SWLSX",
    "slug": "SWLSX",
    "series_id": "S000005513",
    "html_url": "https://fundwatcher.app/funds/SWLSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5925278333307791411553992453",
    "coverage_b_by_a": "0.5925278333307791411553992453",
    "shared_count": 22,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "155461319.40",
        "weight": "0.10199190",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "121951070.64",
        "weight": "0.08000718",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "121887532.00",
        "weight": "0.07996550",
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      },
      {
        "name": "APPLE INC",
        "value": "100633090.48",
        "weight": "0.06602131",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "78505472.00",
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      },
      {
        "name": "BROADCOM INC",
        "value": "66435589.00",
        "weight": "0.04358571",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "57192700.00",
        "weight": "0.03752182",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "44287342.15",
        "weight": "0.02905514",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "40478436.60",
        "weight": "0.02655627",
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      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "39255346.00",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "36776157.76",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "31678793.58",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "30065674.32",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "26084365.65",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "24853427.17",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "23197824.00",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "21170873.12",
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      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "21045394.80",
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      },
      {
        "name": "ASML HOLDING-NY",
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        "name": "NEXTERA ENERGY INC",
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      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "18147567.72",
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      {
        "name": "LINDE PLC",
        "value": "17537594.66",
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      {
        "name": "WALMART INC",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "17333821.37",
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      },
      {
        "name": "REPUBLIC SVCS",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "17125428.82",
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      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "17101509.36",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "17053372.53",
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      },
      {
        "name": "CNH INDUSTRIAL NV",
        "value": "15626285.32",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "15373709.88",
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      },
      {
        "name": "ROLLINS INC",
        "value": "15085181.08",
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      },
      {
        "name": "MORGAN STANLEY",
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      {
        "name": "DUKE ENERGY CORP NEW",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "14130765.50",
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      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "14085837.72",
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      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "13924707.48",
        "weight": "0.00913544",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "13216919.28",
        "weight": "0.00867109",
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      },
      {
        "name": "L'Oreal S.A. ADR",
        "value": "12933720.30",
        "weight": "0.00848529",
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      },
      {
        "name": "DEERE & CO",
        "value": "12843600.00",
        "weight": "0.00842617",
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      },
      {
        "name": "CONSTELLATION BRANDS INC CL A",
        "value": "12067467.00",
        "weight": "0.00791698",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "11994544.70",
        "weight": "0.00786914",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "11545458.08",
        "weight": "0.00757451",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "9795544.20",
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      },
      {
        "name": "MSCI INC",
        "value": "9763359.72",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "8308056.24",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "8138305.80",
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      {
        "name": "PUBLIC STORAGE",
        "value": "7431444.33",
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      {
        "name": "FASTENAL CO",
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    ],
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "ALPHABET INC CL A",
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      {
        "name": "MICROSOFT CORP",
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      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "31448566.70",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "30588818.00",
        "weight": "0.05214478",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "19250541.15",
        "weight": "0.03281641",
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      },
      {
        "name": "TESLA INC",
        "value": "18399597.09",
        "weight": "0.03136581",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "10144403.43",
        "weight": "0.01729317",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "10092709.26",
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      },
      {
        "name": "ABBVIE INC",
        "value": "9396303.34",
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      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "9290134.32",
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      {
        "name": "NETFLIX INC",
        "value": "9006901.20",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "8456052.77",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "8374560.48",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "8314630.75",
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      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "8191579.82",
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      {
        "name": "MASTERCARD INC CL A",
        "value": "8003186.66",
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      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "7698195.00",
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      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "6998254.56",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "6481688.85",
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      {
        "name": "INTUIT INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      {
        "name": "PARKER HANNIFIN CORP",
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      {
        "name": "TJX COS INC",
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      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "5629237.97",
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      {
        "name": "GE VERNOVA LLC",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "5186230.08",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "5037157.80",
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      },
      {
        "name": "SYNOPSYS INC",
        "value": "4795800.77",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "4701729.60",
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      },
      {
        "name": "QUANTA SVCS INC",
        "value": "4691717.55",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "4640023.30",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "4260676.40",
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      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "4214152.20",
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      },
      {
        "name": "DATADOG INC CL A",
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      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
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      {
        "name": "SERVICENOW INC",
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      {
        "name": "KLA CORP",
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      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "3536463.88",
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      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "3430739.90",
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      },
      {
        "name": "ORACLE CORP",
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      },
      {
        "name": "WALMART INC",
        "value": "3337587.96",
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      },
      {
        "name": "DOORDASH INC-A",
        "value": "3140917.00",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "2973862.71",
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      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "2926516.58",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "2847415.50",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030056",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030056/0001410368-26-030056-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030040",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm"
    }
  ]
}