{
  "page": "compare",
  "query": {
    "a": "SWASX",
    "b": "VGSAX"
  },
  "retrieved_at": "2026-07-07T16:07:25+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 Global Real Estate Fund",
    "ticker": "SWASX",
    "slug": "SWASX",
    "series_id": "S000015878",
    "html_url": "https://fundwatcher.app/funds/SWASX/"
  },
  "fund_b": {
    "name": "Virtus Duff & Phelps Global Real Estate Securities Fund",
    "ticker": "VGSAX",
    "slug": "VGSAX",
    "series_id": "S000025108",
    "html_url": "https://fundwatcher.app/funds/VGSAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4093945674427843615571209281",
    "coverage_b_by_a": "0.4093945674427843615571209280",
    "shared_count": 30,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "WELLTOWER INC",
        "value": "15988214.16",
        "weight": "0.05305838",
        "shared": true
      },
      {
        "name": "EQUINIX INC",
        "value": "14518422.52",
        "weight": "0.04818074",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "13766274.06",
        "weight": "0.04568467",
        "shared": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "9486618.70",
        "weight": "0.03148223",
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      },
      {
        "name": "VICI PROPERTIES",
        "value": "8327356.29",
        "weight": "0.02763511",
        "shared": false
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "7957528.44",
        "weight": "0.02640780",
        "shared": false
      },
      {
        "name": "SIMON PROPERTY",
        "value": "7601974.20",
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      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "7176156.09",
        "weight": "0.02381474",
        "shared": false
      },
      {
        "name": "EASTGROUP PROP",
        "value": "6835710.51",
        "weight": "0.02268494",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "6698595.36",
        "weight": "0.02222991",
        "shared": true
      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "6430177.60",
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      },
      {
        "name": "BRIXMOR PROPERTY",
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      },
      {
        "name": "DIAMONDROCK HOSPITALITY CO",
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      },
      {
        "name": "EPR PROPERTIES",
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      },
      {
        "name": "SEKISUI HOUSE RE",
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        "weight": "0.01903527",
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      },
      {
        "name": "MITSUI FUDOSAN",
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        "weight": "0.01864962",
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      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "5378739.24",
        "weight": "0.01784985",
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      },
      {
        "name": "COVIVIO",
        "value": "5349938.38",
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      },
      {
        "name": "LONDONMETRIC PRO",
        "value": "4517981.70",
        "weight": "0.01499334",
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      },
      {
        "name": "WHARF REAL ESTAT",
        "value": "4428627.98",
        "weight": "0.01469682",
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      },
      {
        "name": "INVITATION HOMES INC",
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      },
      {
        "name": "CAPITALAND ASCEN",
        "value": "4385710.51",
        "weight": "0.01455439",
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      },
      {
        "name": "HULIC CO LTD",
        "value": "4126776.04",
        "weight": "0.01369509",
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      },
      {
        "name": "VORNADO RLTY TST",
        "value": "4099215.40",
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      },
      {
        "name": "EMAAR DEVELOPMENT PJSC COMMON STOCK AED1.0",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "3981787.92",
        "weight": "0.01321394",
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      },
      {
        "name": "UOL GROUP LTD",
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      },
      {
        "name": "CHARTER HALL GRO",
        "value": "3929140.78",
        "weight": "0.01303922",
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      },
      {
        "name": "EMAAR PROP PJSC",
        "value": "3927316.58",
        "weight": "0.01303317",
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      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "3628045.98",
        "weight": "0.01204001",
        "shared": false
      },
      {
        "name": "NIPPON REIT INVE",
        "value": "3578466.57",
        "weight": "0.01187548",
        "shared": false
      },
      {
        "name": "SCENTRE GROUP",
        "value": "3496550.90",
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      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "3318581.22",
        "weight": "0.01101302",
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      },
      {
        "name": "BRIT LAND CO PLC",
        "value": "3142820.43",
        "weight": "0.01042974",
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      },
      {
        "name": "DAIWA HOUSE INDU",
        "value": "2930221.59",
        "weight": "0.00972421",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "2860539.60",
        "weight": "0.00949297",
        "shared": true
      },
      {
        "name": "SWIREPROPERTIES",
        "value": "2729071.88",
        "weight": "0.00905668",
        "shared": true
      },
      {
        "name": "GPT GROUP",
        "value": "2718506.95",
        "weight": "0.00902162",
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      },
      {
        "name": "KERRY PPT",
        "value": "2711332.45",
        "weight": "0.00899781",
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      },
      {
        "name": "SHK PPT",
        "value": "2667756.38",
        "weight": "0.00885320",
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      },
      {
        "name": "BOARDWALK REAL E",
        "value": "2634986.40",
        "weight": "0.00874445",
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      },
      {
        "name": "VICINITY CENTRES",
        "value": "2602143.80",
        "weight": "0.00863546",
        "shared": false
      },
      {
        "name": "SUNWAY REAL ESTA",
        "value": "2572491.75",
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      },
      {
        "name": "CARMILA",
        "value": "2483954.54",
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      },
      {
        "name": "Glenveagh Properties plc (London)",
        "value": "2475424.11",
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      },
      {
        "name": "BIG YELLOW GROUP",
        "value": "2423131.36",
        "weight": "0.00804139",
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      {
        "name": "CHINA RES LAND",
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        "name": "AMERICAN TOWER CORP",
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      {
        "name": "AROUNDTOWN SA",
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        "weight": "0.00769626",
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      {
        "name": "GLOBAL ONE REIT",
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        "weight": "0.00769428",
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      }
    ],
    "b_top": [
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        "name": "WELLTOWER INC",
        "value": "37456159.50",
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      },
      {
        "name": "PROLOGIS INC REIT",
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      },
      {
        "name": "EQUINIX INC",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
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      },
      {
        "name": "VENTAS INC REIT",
        "value": "16016613.00",
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      },
      {
        "name": "MITSUI FUDOSAN",
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      },
      {
        "name": "MERLIN PROPERTIE",
        "value": "10938616.77",
        "weight": "0.02741069",
        "shared": false
      },
      {
        "name": "SIMON PROPERTY",
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      {
        "name": "MITSUBISHI ESTAT",
        "value": "10794487.95",
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      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "9988035.75",
        "weight": "0.02502867",
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      {
        "name": "BRIXMOR PROPERTY",
        "value": "9985190.40",
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      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
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      {
        "name": "SCENTRE GROUP",
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      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "9255480.00",
        "weight": "0.02319298",
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      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "9199239.10",
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      },
      {
        "name": "PUBLIC STORAGE",
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      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
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      {
        "name": "CAPITALAND ASCEN",
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      },
      {
        "name": "MID AMERICA APT CMNTY INC",
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      {
        "name": "CUBESMART",
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      {
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      {
        "name": "TRITAX BIG BOX R",
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      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
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      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
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      {
        "name": "VONOVIA SE",
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      {
        "name": "NEXTDC LTD",
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      {
        "name": "KLEPIERRE",
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      },
      {
        "name": "UNITE GROUP/THE",
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      {
        "name": "GOODMAN GROUP",
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      },
      {
        "name": "PHILLIPS EDISON and CO INC",
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      },
      {
        "name": "AMERICAN TOWER CORP",
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      {
        "name": "RYMAN HOSPITALITY PPTYS INC",
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      },
      {
        "name": "FIRST CAPITAL RE",
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      },
      {
        "name": "AEDIFICA",
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      },
      {
        "name": "CHARTWELL RETIRE",
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      },
      {
        "name": "JAPAN HOTEL REIT",
        "value": "3890835.57",
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      },
      {
        "name": "AGREE REALTY CORP",
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      },
      {
        "name": "BRIT LAND CO PLC",
        "value": "3637649.72",
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      },
      {
        "name": "COUSINS PROPERTIES INC",
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      },
      {
        "name": "PEBBLEBROOK HOTEL TRUST",
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      {
        "name": "VORNADO RLTY TST",
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      {
        "name": "CAPITALAND INDIA",
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      },
      {
        "name": "BXP INC",
        "value": "3222990.00",
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      },
      {
        "name": "SAFESTORE HOLDIN",
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      },
      {
        "name": "MITSUI FUDOSAN L",
        "value": "3062251.18",
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      },
      {
        "name": "WAREHOUSES DE PA",
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      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "2844385.50",
        "weight": "0.00712765",
        "shared": false
      },
      {
        "name": "CATENA AB",
        "value": "2441223.32",
        "weight": "0.00611738",
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      },
      {
        "name": "CAN APARTMENT",
        "value": "2254888.83",
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      },
      {
        "name": "COMFORIA RESIDEN",
        "value": "2180400.95",
        "weight": "0.00546379",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-039961",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/869365/000141036826039961/0001410368-26-039961-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-022101",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1005020/000094040026022101/0000940400-26-022101-index.htm"
    }
  ]
}