{
  "page": "compare",
  "query": {
    "a": "SWDSX",
    "b": "IRVIX"
  },
  "retrieved_at": "2026-07-07T16:10:33+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": "VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO",
    "ticker": "IRVIX",
    "slug": "IRVIX",
    "series_id": "S000025439",
    "html_url": "https://fundwatcher.app/funds/IRVIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4243734412326306298446739274",
    "coverage_b_by_a": "0.4243734412326306298446739275",
    "shared_count": 44,
    "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",
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      },
      {
        "name": "WALMART INC",
        "value": "22040900.00",
        "weight": "0.03586398",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
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      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16432447.50",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
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      },
      {
        "name": "ABBVIE INC",
        "value": "13380600.00",
        "weight": "0.02177232",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "12445140.00",
        "weight": "0.02025018",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "12285000.00",
        "weight": "0.01998961",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
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      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
        "weight": "0.01861141",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8790000.00",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "8751600.00",
        "weight": "0.01424022",
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      },
      {
        "name": "RTX CORP",
        "value": "8639990.00",
        "weight": "0.01405861",
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      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "8563750.00",
        "weight": "0.01393455",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8045750.00",
        "weight": "0.01309169",
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      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
        "weight": "0.01295151",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
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      },
      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
        "weight": "0.01271704",
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      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7735000.00",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "6914800.00",
        "weight": "0.01125146",
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      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
        "weight": "0.01123510",
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      },
      {
        "name": "APPLE INC",
        "value": "6746480.00",
        "weight": "0.01097757",
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      },
      {
        "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",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
        "weight": "0.01026390",
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      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
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      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
        "weight": "0.00897132",
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      },
      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
        "weight": "0.00874863",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
        "weight": "0.00857967",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
        "weight": "0.00857373",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": true
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
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    ],
    "b_top": [
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "8298694.04",
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      {
        "name": "JOHNSON&JOHNSON",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "6740923.14",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "5421814.50",
        "weight": "0.01862258",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "5280101.36",
        "weight": "0.01813583",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "4745576.20",
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      {
        "name": "CISCO SYSTEMS INC",
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      {
        "name": "MERCK & CO",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4122495.00",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "4023344.34",
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      },
      {
        "name": "RTX CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "3603254.62",
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      {
        "name": "WELLS FARGO & CO",
        "value": "3448625.59",
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      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "iShares Russell Top 200 Value ETF",
        "value": "3319624.74",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "LINDE PLC",
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      {
        "name": "INTL BUS MACH CORP",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
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      },
      {
        "name": "MCDONALDS CORP",
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      },
      {
        "name": "AT&T INC",
        "value": "2802492.29",
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      },
      {
        "name": "INTEL CORP",
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      },
      {
        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "NEXTERA ENERGY INC",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      },
      {
        "name": "PEPSICO INC",
        "value": "2568807.18",
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      },
      {
        "name": "ABBOTT LABS",
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      {
        "name": "WALT DISNEY CO/T",
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      {
        "name": "CONOCOPHILLIPS",
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      {
        "name": "CITIGROUP INC",
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      },
      {
        "name": "PFIZER INC",
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      },
      {
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "SALESFORCE INC",
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      },
      {
        "name": "BLACKROCK INC",
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      },
      {
        "name": "HONEYWELL INTL INC",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "2003465.64",
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      },
      {
        "name": "EATON CORP PLC",
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      },
      {
        "name": "DEERE & CO",
        "value": "1925359.40",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1901867.07",
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      },
      {
        "name": "WELLTOWER INC",
        "value": "1901574.78",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "1869387.10",
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      },
      {
        "name": "LOWES COS INC",
        "value": "1852198.92",
        "weight": "0.00636184",
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      }
    ]
  },
  "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": "0000940400-26-022838",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1015965/000094040026022838/0000940400-26-022838-index.htm"
    }
  ]
}