{
  "page": "compare",
  "query": {
    "a": "SWP",
    "b": "HNDDX"
  },
  "retrieved_at": "2026-07-07T17:55:54+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": "Horizon Equity Premium Income Fund",
    "ticker": "HNDDX",
    "slug": "HNDDX",
    "series_id": "S000055166",
    "html_url": "https://fundwatcher.app/funds/HNDDX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3112605593418147713218731199",
    "coverage_b_by_a": "0.3112605593418147713218731199",
    "shared_count": 28,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "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": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "3972142.77",
        "weight": "0.02727237",
        "shared": false
      },
      {
        "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": true
      },
      {
        "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",
        "shared": false
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "3344238.00",
        "weight": "0.02296124",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "3341835.52",
        "weight": "0.02294474",
        "shared": true
      },
      {
        "name": "APPLIED INDU TEC",
        "value": "3227346.18",
        "weight": "0.02215867",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3205152.37",
        "weight": "0.02200629",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "3200122.88",
        "weight": "0.02197175",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "3198665.25",
        "weight": "0.02196175",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "3174447.54",
        "weight": "0.02179547",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "2970159.84",
        "weight": "0.02039285",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "2937704.49",
        "weight": "0.02017001",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "2874036.68",
        "weight": "0.01973288",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "2805304.48",
        "weight": "0.01926097",
        "shared": true
      },
      {
        "name": "JEFFERIES FINANCIAL GROUP INC",
        "value": "2690462.40",
        "weight": "0.01847247",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "2665826.67",
        "weight": "0.01830333",
        "shared": true
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "2502568.98",
        "weight": "0.01718241",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "2456364.60",
        "weight": "0.01686518",
        "shared": true
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2381929.95",
        "weight": "0.01635412",
        "shared": true
      },
      {
        "name": "CAN NATURAL RES",
        "value": "2353031.43",
        "weight": "0.01615570",
        "shared": false
      },
      {
        "name": "SCOTTS MIRACLE GRO CO",
        "value": "2266418.64",
        "weight": "0.01556103",
        "shared": false
      },
      {
        "name": "BLACKSTONE INC",
        "value": "2242231.86",
        "weight": "0.01539496",
        "shared": true
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "2179004.36",
        "weight": "0.01496085",
        "shared": true
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "1870680.00",
        "weight": "0.01284392",
        "shared": true
      },
      {
        "name": "NIKE INC CL B",
        "value": "1718779.56",
        "weight": "0.01180099",
        "shared": true
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "1660364.00",
        "weight": "0.01139991",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1615866.65",
        "weight": "0.01109439",
        "shared": true
      },
      {
        "name": "CAMECO CORP",
        "value": "1495392.00",
        "weight": "0.01026723",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "APPLE INC",
        "value": "7674164.82",
        "weight": "0.05049429",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "7571403.36",
        "weight": "0.04981814",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "7525968.06",
        "weight": "0.04951919",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "6772801.30",
        "weight": "0.04456352",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "5123025.60",
        "weight": "0.03370836",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "3636360.00",
        "weight": "0.02392644",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3546843.30",
        "weight": "0.02333744",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3380258.70",
        "weight": "0.02224135",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3033578.73",
        "weight": "0.01996027",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "2971005.00",
        "weight": "0.01954855",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "2782528.65",
        "weight": "0.01830842",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "2156951.52",
        "weight": "0.01419226",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "2031792.20",
        "weight": "0.01336874",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1885166.08",
        "weight": "0.01240397",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1795475.52",
        "weight": "0.01181383",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1700671.60",
        "weight": "0.01119004",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1620122.79",
        "weight": "0.01066005",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "1557097.70",
        "weight": "0.01024535",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1534728.80",
        "weight": "0.01009817",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1529480.33",
        "weight": "0.01006364",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1499855.90",
        "weight": "0.00986872",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1451589.03",
        "weight": "0.00955113",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1448260.92",
        "weight": "0.00952923",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "1426286.12",
        "weight": "0.00938464",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "1364867.86",
        "weight": "0.00898053",
        "shared": false
      },
      {
        "name": "CORNING INC",
        "value": "1313719.68",
        "weight": "0.00864398",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1310986.11",
        "weight": "0.00862600",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1300110.08",
        "weight": "0.00855443",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "1289206.80",
        "weight": "0.00848269",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "1258246.26",
        "weight": "0.00827898",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1246918.05",
        "weight": "0.00820444",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "1246498.93",
        "weight": "0.00820168",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "1218566.90",
        "weight": "0.00801790",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "1181679.84",
        "weight": "0.00777519",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1175157.06",
        "weight": "0.00773227",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "1167727.11",
        "weight": "0.00768338",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1124317.56",
        "weight": "0.00739776",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1109123.19",
        "weight": "0.00729778",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1023452.70",
        "weight": "0.00673409",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "1003059.57",
        "weight": "0.00659991",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "992304.90",
        "weight": "0.00652914",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "983284.08",
        "weight": "0.00646979",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "961577.10",
        "weight": "0.00632696",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "948663.04",
        "weight": "0.00624199",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "940352.97",
        "weight": "0.00618731",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "930252.44",
        "weight": "0.00612085",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "920633.80",
        "weight": "0.00605756",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "915945.36",
        "weight": "0.00602672",
        "shared": true
      },
      {
        "name": "KLA CORP",
        "value": "865944.40",
        "weight": "0.00569772",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "858045.82",
        "weight": "0.00564575",
        "shared": false
      }
    ]
  },
  "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": "0000894189-26-013900",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1643174/000089418926013900/0000894189-26-013900-index.htm"
    }
  ]
}