{
  "page": "compare",
  "query": {
    "a": "SWDSX",
    "b": "VIG"
  },
  "retrieved_at": "2026-07-07T17:11:17+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": "VANGUARD DIVIDEND APPRECIATION INDEX FUND",
    "ticker": "VIG",
    "slug": "VIG",
    "series_id": "S000011322",
    "html_url": "https://fundwatcher.app/funds/VIG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4181832773399927285119129841",
    "coverage_b_by_a": "0.4181832773399927285119129841",
    "shared_count": 38,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "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": false
      },
      {
        "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": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
        "weight": "0.01979585",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
        "weight": "0.01950114",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
        "weight": "0.01123510",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "6746480.00",
        "weight": "0.01097757",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
        "weight": "0.01094718",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
        "weight": "0.01087688",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
        "weight": "0.00856917",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": false
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
        "weight": "0.00835121",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "BROADCOM INC",
        "value": "7619650862.40",
        "weight": "0.06272578",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "4735212116.96",
        "weight": "0.03898077",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "4691728546.47",
        "weight": "0.03862281",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4522925066.55",
        "weight": "0.03723320",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4429996558.91",
        "weight": "0.03646821",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3306160502.40",
        "weight": "0.02721667",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3007187433.00",
        "weight": "0.02475549",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2870480408.46",
        "weight": "0.02363010",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "2783069337.54",
        "weight": "0.02291052",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2441680978.94",
        "weight": "0.02010018",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "2283896397.75",
        "weight": "0.01880128",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "2166799949.56",
        "weight": "0.01783733",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "2047347866.30",
        "weight": "0.01685399",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1955944829.43",
        "weight": "0.01610155",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1926134940.80",
        "weight": "0.01585615",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1706473034.64",
        "weight": "0.01404787",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1696249312.56",
        "weight": "0.01396371",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1613971080.36",
        "weight": "0.01328638",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1592577573.38",
        "weight": "0.01311027",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1574259509.90",
        "weight": "0.01295947",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "1506009039.60",
        "weight": "0.01239763",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "1501180273.06",
        "weight": "0.01235788",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1500739064.65",
        "weight": "0.01235424",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1427371733.62",
        "weight": "0.01175028",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "1231834275.00",
        "weight": "0.01014059",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1215452920.80",
        "weight": "0.01000574",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "1171816853.43",
        "weight": "0.00964652",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "1154053350.63",
        "weight": "0.00950029",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1077725211.75",
        "weight": "0.00887195",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "1043779696.10",
        "weight": "0.00859251",
        "shared": true
      },
      {
        "name": "KLA CORP",
        "value": "1037045708.82",
        "weight": "0.00853707",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "1011819501.00",
        "weight": "0.00832941",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1005266943.60",
        "weight": "0.00827546",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "964039712.24",
        "weight": "0.00793608",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "905606888.13",
        "weight": "0.00745505",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "896976571.92",
        "weight": "0.00738401",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "895580531.67",
        "weight": "0.00737251",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "886602179.46",
        "weight": "0.00729860",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "840464080.00",
        "weight": "0.00691879",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "826296725.94",
        "weight": "0.00680216",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "793247114.88",
        "weight": "0.00653010",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "768283995.30",
        "weight": "0.00632460",
        "shared": true
      },
      {
        "name": "INTUIT INC",
        "value": "764846854.60",
        "weight": "0.00629630",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "758083925.90",
        "weight": "0.00624063",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "749600296.62",
        "weight": "0.00617079",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "725412402.00",
        "weight": "0.00597167",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "713314210.42",
        "weight": "0.00587208",
        "shared": true
      },
      {
        "name": "STRYKER CORP",
        "value": "697958037.64",
        "weight": "0.00574567",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "625902150.04",
        "weight": "0.00515249",
        "shared": false
      },
      {
        "name": "Vanguard Market Liquidity Fund",
        "value": "615634194.80",
        "weight": "0.00506797",
        "shared": false
      }
    ]
  },
  "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": "0000734383-26-000086",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/734383/000073438326000086/0000734383-26-000086-index.htm"
    }
  ]
}