{
  "page": "compare",
  "query": {
    "a": "ZDIIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T18:19:04+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": "Zacks Dividend Fund",
    "ticker": "ZDIIX",
    "slug": "ZDIIX",
    "series_id": "S000081340",
    "html_url": "https://fundwatcher.app/funds/ZDIIX/"
  },
  "fund_b": {
    "name": "Schwab Dividend Equity Fund",
    "ticker": "SWDSX",
    "slug": "SWDSX",
    "series_id": "S000005515",
    "html_url": "https://fundwatcher.app/funds/SWDSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5043482162625813426403439384",
    "coverage_b_by_a": "0.5043482162625813426403439382",
    "shared_count": 32,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "4651310.62",
        "weight": "0.03400716",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4423419.00",
        "weight": "0.03234097",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4336337.50",
        "weight": "0.03170429",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "4332927.39",
        "weight": "0.03167936",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3714773.79",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "3494281.49",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "3395961.48",
        "weight": "0.02482892",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "3316579.20",
        "weight": "0.02424853",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "3023678.24",
        "weight": "0.02210704",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "3000435.06",
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      },
      {
        "name": "ABBVIE INC",
        "value": "2771035.20",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2611301.76",
        "weight": "0.01909203",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "2531209.30",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "2493737.34",
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      },
      {
        "name": "MERCK & CO",
        "value": "2408546.64",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "2400698.70",
        "weight": "0.01755224",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "2387867.36",
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      },
      {
        "name": "KINDER MORGAN INC",
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      },
      {
        "name": "PROLOGIS INC REIT",
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      {
        "name": "METLIFE INC",
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      },
      {
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "MCDONALDS CORP",
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      {
        "name": "CUMMINS INC",
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      {
        "name": "WELLS FARGO & CO",
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      },
      {
        "name": "PRUDENTL FINL",
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      },
      {
        "name": "FIFTH THIRD BANCORP",
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      },
      {
        "name": "AT&T INC",
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      },
      {
        "name": "FERGUSON ENTERPRISES INC",
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      },
      {
        "name": "DEERE & CO",
        "value": "1855755.37",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
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      {
        "name": "US BANCORP DEL",
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      {
        "name": "SOUTHERN CO",
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      {
        "name": "CSX CORP",
        "value": "1745252.58",
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      },
      {
        "name": "DELTA AIR LI",
        "value": "1736713.80",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1675733.07",
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      {
        "name": "QUALCOMM INC",
        "value": "1634008.08",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "1616902.56",
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      {
        "name": "ARTHUR J GALLAGHAR AND CO",
        "value": "1616112.40",
        "weight": "0.01181589",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "1573615.71",
        "weight": "0.01150519",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "1519984.64",
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      {
        "name": "PEPSICO INC",
        "value": "1496937.06",
        "weight": "0.01094457",
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      {
        "name": "PFIZER INC",
        "value": "1435007.35",
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      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "1410769.80",
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      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "1381669.94",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "1379850.30",
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      {
        "name": "PUB SERV ENTERP",
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        "name": "MEDTRONIC PLC",
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    ],
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      },
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        "name": "EXXON MOBIL CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
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      {
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        "name": "BLACKROCK INC",
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        "name": "MICROSOFT CORP",
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      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
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      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
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      {
        "name": "CHEVRON CORP",
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      {
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      {
        "name": "MCDONALDS CORP",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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        "name": "NEXTERA ENERGY INC",
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        "name": "MEDTRONIC PLC",
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        "name": "RTX CORP",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "ALLSTATE CORPORATION",
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      },
      {
        "name": "KINDER MORGAN INC",
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      },
      {
        "name": "ABBOTT LABS",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
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      },
      {
        "name": "COMCAST CORP CL A",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
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      },
      {
        "name": "PUBLIC STORAGE",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "EOG RESOURCES INC",
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      },
      {
        "name": "TRUIST FINL CORP",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
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      },
      {
        "name": "BECTON DICKINSON and CO",
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      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-005965",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1760588/000091047226005965/0000910472-26-005965-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}