{
  "page": "compare",
  "query": {
    "a": "SWDSX",
    "b": "LBSAX"
  },
  "retrieved_at": "2026-07-07T18:45:21+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": "Columbia Dividend Income Fund",
    "ticker": "LBSAX",
    "slug": "LBSAX",
    "series_id": "S000012079",
    "html_url": "https://fundwatcher.app/funds/LBSAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5129032951076482049787964037",
    "coverage_b_by_a": "0.5129032951076482049787964037",
    "shared_count": 37,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "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",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16432447.50",
        "weight": "0.02673815",
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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",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
        "shared": false
      },
      {
        "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",
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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",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
        "weight": "0.01979585",
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      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
        "weight": "0.01950114",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
        "weight": "0.01911583",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
        "weight": "0.01861141",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "11293888.50",
        "weight": "0.01837692",
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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",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
        "weight": "0.01295151",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
        "weight": "0.01289911",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
        "weight": "0.01280506",
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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",
        "weight": "0.01258605",
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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",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
        "weight": "0.01094718",
        "shared": true
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
        "weight": "0.01087688",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
        "weight": "0.01069627",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
        "weight": "0.01052200",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
        "weight": "0.01026390",
        "shared": false
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
        "shared": false
      },
      {
        "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",
        "weight": "0.00856917",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": false
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
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      }
    ],
    "b_top": [
      {
        "name": "JOHNSON&JOHNSON",
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      },
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        "name": "JPMORGAN CHASE and CO",
        "value": "1803376575.00",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "1227737717.23",
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      },
      {
        "name": "WALMART INC",
        "value": "1176488350.65",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1118599332.32",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1075491762.50",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1059319342.40",
        "weight": "0.02221391",
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      },
      {
        "name": "CHUBB LTD",
        "value": "1029366522.60",
        "weight": "0.02158580",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "969036125.76",
        "weight": "0.02032067",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "938763245.02",
        "weight": "0.01968585",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "928798753.96",
        "weight": "0.01947689",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "924244348.50",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "919448326.88",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "869116171.50",
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      },
      {
        "name": "BROADCOM INC",
        "value": "842077840.45",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "783148793.20",
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      },
      {
        "name": "AT&T INC",
        "value": "781594121.10",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "ABBVIE INC",
        "value": "770161657.44",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "753071774.40",
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      },
      {
        "name": "KLA CORP",
        "value": "726452648.65",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "718787137.50",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "717553469.90",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "715627030.50",
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      },
      {
        "name": "WALT DISNEY CO/T",
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      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "695806452.96",
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      },
      {
        "name": "COMCAST CORP CL A",
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      },
      {
        "name": "LINDE PLC",
        "value": "671570998.56",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "605933487.75",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "601563470.40",
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      },
      {
        "name": "ENTERGY CORP",
        "value": "588726794.59",
        "weight": "0.01234559",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "585146755.80",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "580999652.66",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "580736903.50",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "BLACKROCK INC",
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      },
      {
        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "550499985.45",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "529714675.08",
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      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "527430688.92",
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      },
      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "504009389.51",
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      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "498403613.68",
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      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "495673594.70",
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      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "489434346.50",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "487670971.94",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "473721083.89",
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      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "458109954.00",
        "weight": "0.00960656",
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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": "0001410368-26-040906",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/773757/000141036826040906/0001410368-26-040906-index.htm"
    }
  ]
}