{
  "page": "compare",
  "query": {
    "a": "USPFX",
    "b": "RYDHX"
  },
  "retrieved_at": "2026-07-07T14:17:36+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": "Union Street Partners Value Fund",
    "ticker": "USPFX",
    "slug": "USPFX",
    "series_id": "S000030539",
    "html_url": "https://fundwatcher.app/funds/USPFX/"
  },
  "fund_b": {
    "name": "Dow Jones Industrial Average Fund",
    "ticker": "RYDHX",
    "slug": "RYDHX",
    "series_id": "S000051596",
    "html_url": "https://fundwatcher.app/funds/RYDHX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3362916327647608524827366564",
    "coverage_b_by_a": "0.3362916327647608524827366565",
    "shared_count": 12,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "APPLE INC",
        "value": "6200089.70",
        "weight": "0.07740470",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "6143531.60",
        "weight": "0.07669861",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5663601.00",
        "weight": "0.07070694",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "5629759.20",
        "weight": "0.07028444",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "4483747.00",
        "weight": "0.05597711",
        "shared": true
      },
      {
        "name": "DOLLAR TREE INC",
        "value": "4390255.90",
        "weight": "0.05480992",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "4309778.00",
        "weight": "0.05380520",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3544380.00",
        "weight": "0.04424963",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3352481.60",
        "weight": "0.04185388",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "2826226.00",
        "weight": "0.03528387",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "2716723.60",
        "weight": "0.03391680",
        "shared": true
      },
      {
        "name": "PG&E CORP",
        "value": "2710963.15",
        "weight": "0.03384488",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "2552062.50",
        "weight": "0.03186109",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "2543805.00",
        "weight": "0.03175800",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "2522155.00",
        "weight": "0.03148771",
        "shared": true
      },
      {
        "name": "STARBUCKS CORP",
        "value": "2463725.00",
        "weight": "0.03075825",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "2409500.00",
        "weight": "0.03008128",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "2364267.75",
        "weight": "0.02951658",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "2317280.00",
        "weight": "0.02892996",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "2301749.15",
        "weight": "0.02873607",
        "shared": true
      },
      {
        "name": "DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "2013872.50",
        "weight": "0.02514209",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1891117.50",
        "weight": "0.02360956",
        "shared": true
      },
      {
        "name": "MONEYMKT",
        "value": "1704061.12",
        "weight": "0.02127426",
        "shared": false
      },
      {
        "name": "LVMH MOET HENNESSY-UNSP ADR Sponsored ADR",
        "value": "1638600.00",
        "weight": "0.02045702",
        "shared": false
      },
      {
        "name": "TARGET CORP",
        "value": "1405920.00",
        "weight": "0.01755214",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1983846.55",
        "weight": "0.10299389",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1661338.70",
        "weight": "0.08625049",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "868048.65",
        "weight": "0.04506584",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "825088.25",
        "weight": "0.04283550",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "771247.05",
        "weight": "0.04004026",
        "shared": true
      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "751689.75",
        "weight": "0.03902492",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "728802.55",
        "weight": "0.03783670",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "709315.60",
        "weight": "0.03682501",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "708752.80",
        "weight": "0.03679579",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "689805.20",
        "weight": "0.03581211",
        "shared": true
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "683989.60",
        "weight": "0.03551018",
        "shared": false
      },
      {
        "name": "Guggenheim Ultra Short Duration Fund - Institutional Class",
        "value": "682458.69",
        "weight": "0.03543070",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "634533.55",
        "weight": "0.03294261",
        "shared": true
      },
      {
        "name": "Guggenheim Strategy Fund II",
        "value": "611037.03",
        "weight": "0.03172276",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "595137.55",
        "weight": "0.03089732",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "573211.80",
        "weight": "0.02975901",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "568404.55",
        "weight": "0.02950944",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "530040.35",
        "weight": "0.02751771",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "488393.15",
        "weight": "0.02535555",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "485180.50",
        "weight": "0.02518876",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "466725.35",
        "weight": "0.02423063",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "437741.15",
        "weight": "0.02272588",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "408968.00",
        "weight": "0.02123209",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "340564.35",
        "weight": "0.01768083",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "338711.80",
        "weight": "0.01758465",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "291436.60",
        "weight": "0.01513030",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "282080.05",
        "weight": "0.01464454",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "226011.10",
        "weight": "0.01173365",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "181948.55",
        "weight": "0.00944609",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "178337.25",
        "weight": "0.00925860",
        "shared": false
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "134366.62",
        "weight": "0.00697581",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "123862.90",
        "weight": "0.00643050",
        "shared": true
      },
      {
        "name": "ZAR/USD FORWARD",
        "value": "122109.39",
        "weight": "0.00633946",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "117719.00",
        "weight": "0.00611153",
        "shared": false
      },
      {
        "name": "Short-Term Investment",
        "value": "60321.47",
        "weight": "0.00313167",
        "shared": false
      },
      {
        "name": "ZSCALER INC",
        "value": "562.77",
        "weight": "0.00002922",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001396092-26-000313",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1396092/000139609226000313/0001396092-26-000313-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-023181",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/899148/000094040026023181/0000940400-26-023181-index.htm"
    }
  ]
}