{
  "page": "compare",
  "query": {
    "a": "SWP",
    "b": "AFDIX"
  },
  "retrieved_at": "2026-07-07T18:14:08+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": "SWP Growth & Income ETF",
    "ticker": "SWP",
    "slug": "SWP",
    "series_id": "S000087763",
    "html_url": "https://fundwatcher.app/funds/SWP/"
  },
  "fund_b": {
    "name": "Large Cap Equity Fund",
    "ticker": "AFDIX",
    "slug": "AFDIX",
    "series_id": "S000006203",
    "html_url": "https://fundwatcher.app/funds/AFDIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3084099233734262259076681407",
    "coverage_b_by_a": "0.3084099233734262259076681407",
    "shared_count": 19,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MICROSOFT CORP",
        "value": "5759924.84",
        "weight": "0.03954712",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "5675590.80",
        "weight": "0.03896809",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5299714.98",
        "weight": "0.03638736",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "4804434.25",
        "weight": "0.03298681",
        "shared": true
      },
      {
        "name": "FIRST AM-TR OB-X",
        "value": "4425747.60",
        "weight": "0.03038678",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "4050474.40",
        "weight": "0.02781019",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "3972142.77",
        "weight": "0.02727237",
        "shared": true
      },
      {
        "name": "FLOWSERVE CORP",
        "value": "3933120.64",
        "weight": "0.02700445",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "3922389.09",
        "weight": "0.02693077",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "3780109.20",
        "weight": "0.02595389",
        "shared": false
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "3659258.72",
        "weight": "0.02512414",
        "shared": false
      },
      {
        "name": "TOLL BROTHERS INC",
        "value": "3655358.28",
        "weight": "0.02509736",
        "shared": false
      },
      {
        "name": "CENCORA INC",
        "value": "3566589.76",
        "weight": "0.02448788",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3484615.68",
        "weight": "0.02392506",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3442038.60",
        "weight": "0.02363273",
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      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "3344238.00",
        "weight": "0.02296124",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "3341835.52",
        "weight": "0.02294474",
        "shared": true
      },
      {
        "name": "APPLIED INDU TEC",
        "value": "3227346.18",
        "weight": "0.02215867",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3205152.37",
        "weight": "0.02200629",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "3200122.88",
        "weight": "0.02197175",
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      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "3198665.25",
        "weight": "0.02196175",
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      },
      {
        "name": "RTX CORP",
        "value": "3174447.54",
        "weight": "0.02179547",
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      },
      {
        "name": "ABBVIE INC",
        "value": "2970159.84",
        "weight": "0.02039285",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "2937704.49",
        "weight": "0.02017001",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "2874036.68",
        "weight": "0.01973288",
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      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "2805304.48",
        "weight": "0.01926097",
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      },
      {
        "name": "JEFFERIES FINANCIAL GROUP INC",
        "value": "2690462.40",
        "weight": "0.01847247",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "2665826.67",
        "weight": "0.01830333",
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      },
      {
        "name": "Silicon Motion Technology Corp. SPONSORED ADR",
        "value": "2618845.95",
        "weight": "0.01798076",
        "shared": false
      },
      {
        "name": "STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS",
        "value": "2507104.34",
        "weight": "0.01721355",
        "shared": false
      },
      {
        "name": "DARDEN RESTAURANTS INC",
        "value": "2504825.05",
        "weight": "0.01719790",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "2502568.98",
        "weight": "0.01718241",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "2456364.60",
        "weight": "0.01686518",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2381929.95",
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      },
      {
        "name": "CAN NATURAL RES",
        "value": "2353031.43",
        "weight": "0.01615570",
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      },
      {
        "name": "SCOTTS MIRACLE GRO CO",
        "value": "2266418.64",
        "weight": "0.01556103",
        "shared": false
      },
      {
        "name": "BLACKSTONE INC",
        "value": "2242231.86",
        "weight": "0.01539496",
        "shared": false
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "2179004.36",
        "weight": "0.01496085",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "2122278.33",
        "weight": "0.01457137",
        "shared": true
      },
      {
        "name": "TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT",
        "value": "2115492.64",
        "weight": "0.01452478",
        "shared": false
      },
      {
        "name": "DICKS SPORTING GOODS INC",
        "value": "2095149.07",
        "weight": "0.01438510",
        "shared": false
      },
      {
        "name": "ENBRIDGE INC",
        "value": "1987223.44",
        "weight": "0.01364410",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "1886761.20",
        "weight": "0.01295433",
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      },
      {
        "name": "UNITED RENTALS INC",
        "value": "1870680.00",
        "weight": "0.01284392",
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      },
      {
        "name": "NIKE INC CL B",
        "value": "1718779.56",
        "weight": "0.01180099",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "1660364.00",
        "weight": "0.01139991",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1615866.65",
        "weight": "0.01109439",
        "shared": false
      },
      {
        "name": "CAMECO CORP",
        "value": "1495392.00",
        "weight": "0.01026723",
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      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "274136612.22",
        "weight": "0.08551701",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "214141133.43",
        "weight": "0.06680140",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "206964160.00",
        "weight": "0.06456254",
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      },
      {
        "name": "APPLE INC",
        "value": "152417514.08",
        "weight": "0.04754669",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "120519855.50",
        "weight": "0.03759621",
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      },
      {
        "name": "BROADCOM INC",
        "value": "100069827.60",
        "weight": "0.03121682",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "77808317.50",
        "weight": "0.02427233",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "54142444.50",
        "weight": "0.01688975",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "53492148.78",
        "weight": "0.01668689",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "51448198.53",
        "weight": "0.01604928",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "49194986.70",
        "weight": "0.01534639",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "48532507.40",
        "weight": "0.01513973",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "47961964.60",
        "weight": "0.01496175",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "45881063.20",
        "weight": "0.01431261",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "43438205.58",
        "weight": "0.01355056",
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      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "41836917.00",
        "weight": "0.01305104",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "40420928.48",
        "weight": "0.01260932",
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      },
      {
        "name": "CUMMINS INC",
        "value": "36031545.00",
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      {
        "name": "TJX COS INC",
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      {
        "name": "PROCTER & GAMBLE",
        "value": "34057339.77",
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      },
      {
        "name": "S&P GLOBAL INC",
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      {
        "name": "WELLTOWER INC",
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      {
        "name": "PROLOGIS INC REIT",
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      },
      {
        "name": "LINDE PLC",
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      {
        "name": "AMERICAN EXPRESS CO",
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      {
        "name": "DANAHER CORP",
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      },
      {
        "name": "ABBVIE INC",
        "value": "30366379.66",
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      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "29319487.52",
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      {
        "name": "GILEAD SCIENCES INC",
        "value": "28744307.20",
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      },
      {
        "name": "WILLIAMS COS INC",
        "value": "28286731.08",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "28033302.29",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "27946429.88",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "27397200.00",
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      },
      {
        "name": "SLB LTD",
        "value": "25848901.82",
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      },
      {
        "name": "THE CIGNA GROUP",
        "value": "25759761.36",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "25151653.44",
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      {
        "name": "XYLEM INC",
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      },
      {
        "name": "TRANE TECHNOLOGI",
        "value": "24762909.24",
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      },
      {
        "name": "SYSCO CORP",
        "value": "24728706.60",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "PEPSICO INC",
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      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "23910876.00",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "23691682.14",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "23389730.64",
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      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "22640795.44",
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      },
      {
        "name": "MARRIOTT INTL-A",
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      },
      {
        "name": "METLIFE INC",
        "value": "22049405.28",
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      },
      {
        "name": "NETFLIX INC",
        "value": "21986423.58",
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      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "21583712.32",
        "weight": "0.00673305",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "21404791.25",
        "weight": "0.00667723",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-012589",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1359057/000089418926012589/0000894189-26-012589-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129677",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm"
    }
  ]
}