{
  "page": "compare",
  "query": {
    "a": "SWDSX",
    "b": "DTD"
  },
  "retrieved_at": "2026-07-07T17:35:49+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 Dividend Equity Fund",
    "ticker": "SWDSX",
    "slug": "SWDSX",
    "series_id": "S000005515",
    "html_url": "https://fundwatcher.app/funds/SWDSX/"
  },
  "fund_b": {
    "name": "WisdomTree U.S. Total Dividend Fund",
    "ticker": "DTD",
    "slug": "DTD",
    "series_id": "S000012379",
    "html_url": "https://fundwatcher.app/funds/DTD/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4139100450232214680107096558",
    "coverage_b_by_a": "0.4139100450232214680107096557",
    "shared_count": 58,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
        "weight": "0.03866773",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "22941750.00",
        "weight": "0.03732980",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "22040900.00",
        "weight": "0.03586398",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16432447.50",
        "weight": "0.02673815",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "13380600.00",
        "weight": "0.02177232",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "12445140.00",
        "weight": "0.02025018",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "12285000.00",
        "weight": "0.01998961",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
        "weight": "0.01979585",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
        "weight": "0.01950114",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
        "weight": "0.01911583",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
        "weight": "0.01861141",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "11293888.50",
        "weight": "0.01837692",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8790000.00",
        "weight": "0.01430270",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "8751600.00",
        "weight": "0.01424022",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "8639990.00",
        "weight": "0.01405861",
        "shared": true
      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "8563750.00",
        "weight": "0.01393455",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8045750.00",
        "weight": "0.01309169",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
        "weight": "0.01295151",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
        "weight": "0.01289911",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
        "weight": "0.01280506",
        "shared": true
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
        "weight": "0.01271704",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7735000.00",
        "weight": "0.01258605",
        "shared": true
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "6914800.00",
        "weight": "0.01125146",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
        "weight": "0.01123510",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "6746480.00",
        "weight": "0.01097757",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
        "weight": "0.01094718",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
        "weight": "0.01087688",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
        "weight": "0.01069627",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
        "weight": "0.01052200",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
        "weight": "0.01026390",
        "shared": true
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
        "weight": "0.00897132",
        "shared": true
      },
      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
        "weight": "0.00874863",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
        "weight": "0.00857967",
        "shared": false
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
        "weight": "0.00857373",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
        "weight": "0.00856917",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": true
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
        "weight": "0.00835121",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "47232926.40",
        "weight": "0.03168848",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "43639224.32",
        "weight": "0.02927747",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "39099206.25",
        "weight": "0.02623158",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "38667190.61",
        "weight": "0.02594174",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "36400044.02",
        "weight": "0.02442072",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "29905532.90",
        "weight": "0.02006356",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "27893048.40",
        "weight": "0.01871339",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "25316679.96",
        "weight": "0.01698491",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "21510630.96",
        "weight": "0.01443144",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18687884.18",
        "weight": "0.01253766",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "18545470.17",
        "weight": "0.01244212",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "18391874.40",
        "weight": "0.01233907",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "18200595.52",
        "weight": "0.01221074",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "17623446.75",
        "weight": "0.01182354",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "17255900.48",
        "weight": "0.01157695",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "16950076.13",
        "weight": "0.01137177",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "16784165.16",
        "weight": "0.01126046",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "16101164.94",
        "weight": "0.01080224",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "15793955.58",
        "weight": "0.01059613",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "15297873.76",
        "weight": "0.01026331",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "15119034.40",
        "weight": "0.01014333",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "14621478.60",
        "weight": "0.00980952",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "14242627.05",
        "weight": "0.00955535",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "14112031.11",
        "weight": "0.00946773",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "14058817.50",
        "weight": "0.00943203",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "13814966.88",
        "weight": "0.00926843",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "13553605.79",
        "weight": "0.00909309",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "13147547.40",
        "weight": "0.00882066",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "12265396.22",
        "weight": "0.00822883",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "12087047.79",
        "weight": "0.00810918",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "12057932.94",
        "weight": "0.00808964",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "11910289.44",
        "weight": "0.00799059",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "11615687.68",
        "weight": "0.00779294",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "11212872.00",
        "weight": "0.00752269",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "10221471.00",
        "weight": "0.00685756",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "10216371.20",
        "weight": "0.00685414",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "9885608.32",
        "weight": "0.00663224",
        "shared": true
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "9665951.24",
        "weight": "0.00648487",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "9511655.04",
        "weight": "0.00638135",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "9030538.98",
        "weight": "0.00605857",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "8909035.96",
        "weight": "0.00597705",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "8827061.76",
        "weight": "0.00592206",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "8575104.84",
        "weight": "0.00575302",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "8090968.93",
        "weight": "0.00542822",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "7916616.00",
        "weight": "0.00531124",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "7536003.97",
        "weight": "0.00505589",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "7107450.78",
        "weight": "0.00476837",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "6626580.60",
        "weight": "0.00444576",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "6562102.96",
        "weight": "0.00440250",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "6482409.00",
        "weight": "0.00434904",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030039",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030039/0001410368-26-030039-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-023265",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1350487/000094040026023265/0000940400-26-023265-index.htm"
    }
  ]
}