{
  "page": "compare",
  "query": {
    "a": "TOPC",
    "b": "SWP1Z"
  },
  "retrieved_at": "2026-07-07T18:42:57+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": "iShares S&P 500 3% Capped ETF",
    "ticker": "TOPC",
    "slug": "TOPC",
    "series_id": "S000091281",
    "html_url": "https://fundwatcher.app/funds/TOPC/"
  },
  "fund_b": {
    "name": "Schwab S&P 500 Index Portfolio",
    "ticker": "SWP1Z",
    "slug": "SWP1Z",
    "series_id": "S000006547",
    "html_url": "https://fundwatcher.app/funds/SWP1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8629873488689765020460752964",
    "coverage_b_by_a": "0.8629873488689765020460752964",
    "shared_count": 501,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "AMAZON.COM INC",
        "value": "727695.38",
        "weight": "0.03032572",
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      },
      {
        "name": "APPLE INC",
        "value": "722793.92",
        "weight": "0.03012146",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "696379.20",
        "weight": "0.02902066",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "679261.95",
        "weight": "0.02830732",
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      },
      {
        "name": "BROADCOM INC",
        "value": "673184.25",
        "weight": "0.02805404",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "639641.34",
        "weight": "0.02665619",
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      },
      {
        "name": "TESLA INC",
        "value": "534576.50",
        "weight": "0.02227775",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "449010.40",
        "weight": "0.01871190",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "405352.48",
        "weight": "0.01689252",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "383892.60",
        "weight": "0.01599820",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "372506.85",
        "weight": "0.01552372",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "362393.76",
        "weight": "0.01510227",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "307513.92",
        "weight": "0.01281523",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "301150.08",
        "weight": "0.01255002",
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      },
      {
        "name": "WALMART INC",
        "value": "278511.48",
        "weight": "0.01160659",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "259624.16",
        "weight": "0.01081949",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "226189.61",
        "weight": "0.00942615",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "207858.56",
        "weight": "0.00866222",
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      },
      {
        "name": "NETFLIX INC",
        "value": "207491.70",
        "weight": "0.00864694",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "198210.20",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "171594.72",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "170855.04",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "169660.62",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "168613.48",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "167405.01",
        "weight": "0.00697638",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "165360.00",
        "weight": "0.00689115",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "156731.80",
        "weight": "0.00653159",
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      },
      {
        "name": "MERCK & CO",
        "value": "152648.01",
        "weight": "0.00636140",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "152100.72",
        "weight": "0.00633859",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "150502.95",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "138766.74",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "136315.08",
        "weight": "0.00568075",
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      },
      {
        "name": "RTX CORP",
        "value": "132329.40",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "131610.64",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "129436.47",
        "weight": "0.00539409",
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      },
      {
        "name": "ORACLE CORP",
        "value": "127544.37",
        "weight": "0.00531524",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "125863.41",
        "weight": "0.00524519",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "125283.17",
        "weight": "0.00522101",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "120460.20",
        "weight": "0.00502002",
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      },
      {
        "name": "LINDE PLC",
        "value": "118486.64",
        "weight": "0.00493777",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "115862.42",
        "weight": "0.00482841",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "113127.56",
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      },
      {
        "name": "PEPSICO INC",
        "value": "108547.71",
        "weight": "0.00452358",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "108231.20",
        "weight": "0.00451039",
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      },
      {
        "name": "INTEL CORP",
        "value": "105912.00",
        "weight": "0.00441374",
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      },
      {
        "name": "AT&T INC",
        "value": "103755.21",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "101388.54",
        "weight": "0.00422523",
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      },
      {
        "name": "MORGAN STANLEY",
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      }
    ],
    "b_top": [
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        "name": "NVIDIA CORP",
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      },
      {
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      {
        "name": "MICROSOFT CORP",
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      {
        "name": "AMAZON.COM INC",
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      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "77386222.20",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "72247432.14",
        "weight": "0.02234281",
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      },
      {
        "name": "TESLA INC",
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        "weight": "0.01866701",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "50739133.60",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "45796887.92",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "42080397.27",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "JOHNSON&JOHNSON",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "MICRON TECHNOLOGY INC",
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      {
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      {
        "name": "ADV MICRO DEVICE",
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      {
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "CISCO SYSTEMS INC",
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      {
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        "name": "GENERAL ELECTRIC CO",
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        "name": "APPLIED MATERIALS INC",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "RTX CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "GOLDMAN SACHS GROUP INC",
        "value": "14620399.18",
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      {
        "name": "ORACLE CORP",
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      {
        "name": "WELLS FARGO & CO",
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      {
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      {
        "name": "GE VERNOVA LLC",
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      {
        "name": "LINDE PLC",
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      {
        "name": "INTL BUS MACH CORP",
        "value": "13077910.06",
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      {
        "name": "MCDONALDS CORP",
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      {
        "name": "PEPSICO INC",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12197997.60",
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      },
      {
        "name": "INTEL CORP",
        "value": "11960289.12",
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      },
      {
        "name": "AT&T INC",
        "value": "11694015.19",
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        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "11419593.13",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "11408486.11",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012458",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000207169126012458/0002071691-26-012458-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050043",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm"
    }
  ]
}