{
  "page": "compare",
  "query": {
    "a": "DAREX",
    "b": "FRI"
  },
  "retrieved_at": "2026-07-07T18:27:50+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": "Dunham Real Estate Stock Fund",
    "ticker": "DAREX",
    "slug": "DAREX",
    "series_id": "S000020971",
    "html_url": "https://fundwatcher.app/funds/DAREX/"
  },
  "fund_b": {
    "name": "First Trust S&P REIT Index Fund",
    "ticker": "FRI",
    "slug": "FRI",
    "series_id": "S000017163",
    "html_url": "https://fundwatcher.app/funds/FRI/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4303345615774667721346765372",
    "coverage_b_by_a": "0.4303345615774667721346765372",
    "shared_count": 28,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "WELLTOWER INC",
        "value": "6717105.96",
        "weight": "0.10177459",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "5730017.28",
        "weight": "0.08681867",
        "shared": true
      },
      {
        "name": "EQUINIX INC",
        "value": "3470071.11",
        "weight": "0.05257697",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "3285940.56",
        "weight": "0.04978711",
        "shared": true
      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "2976439.50",
        "weight": "0.04509768",
        "shared": true
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "2353552.98",
        "weight": "0.03565998",
        "shared": true
      },
      {
        "name": "INDEPENDENCE REALTY TR INC",
        "value": "2236497.40",
        "weight": "0.03388641",
        "shared": true
      },
      {
        "name": "AGREE REALTY CORP",
        "value": "2207132.11",
        "weight": "0.03344148",
        "shared": true
      },
      {
        "name": "Nippon Accommodations Fund, Inc",
        "value": "2041945.05",
        "weight": "0.03093864",
        "shared": false
      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "2016716.59",
        "weight": "0.03055639",
        "shared": true
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "1990404.30",
        "weight": "0.03015772",
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      },
      {
        "name": "NATIONAL STORAGE AFFILIATES TRUST",
        "value": "1814060.68",
        "weight": "0.02748584",
        "shared": true
      },
      {
        "name": "SL GREEN REALTY CORP REIT",
        "value": "1686011.78",
        "weight": "0.02554570",
        "shared": true
      },
      {
        "name": "Tritax Big Box REIT PLC ORD GBP0.01",
        "value": "1549684.39",
        "weight": "0.02348013",
        "shared": false
      },
      {
        "name": "CURBLINE PROPERTIES CORP",
        "value": "1517540.75",
        "weight": "0.02299310",
        "shared": true
      },
      {
        "name": "Unibail-Rodamco-Westfield SE NPV (1 ORD UNIBAIL-R & 1CLASS A WFD)",
        "value": "1499117.65",
        "weight": "0.02271396",
        "shared": false
      },
      {
        "name": "VERIS RESIDENTIAL INC",
        "value": "1488680.76",
        "weight": "0.02255583",
        "shared": true
      },
      {
        "name": "CUBESMART",
        "value": "1395665.64",
        "weight": "0.02114650",
        "shared": true
      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "1373547.12",
        "weight": "0.02081137",
        "shared": true
      },
      {
        "name": "UDR INC",
        "value": "1243373.35",
        "weight": "0.01883904",
        "shared": true
      },
      {
        "name": "NATL HEALTH INV",
        "value": "1237466.28",
        "weight": "0.01874954",
        "shared": true
      },
      {
        "name": "LONDONMETRIC PROP. PLC",
        "value": "1220237.68",
        "weight": "0.01848850",
        "shared": false
      },
      {
        "name": "Nippon Building Fund Inc. REIT",
        "value": "1197054.19",
        "weight": "0.01813723",
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      },
      {
        "name": "MONEYMKT",
        "value": "1139366.43",
        "weight": "0.01726317",
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      },
      {
        "name": "LXP INDUSTRIAL TRUST REIT",
        "value": "1106699.25",
        "weight": "0.01676821",
        "shared": true
      },
      {
        "name": "VICINITY LTD",
        "value": "1088127.27",
        "weight": "0.01648682",
        "shared": false
      },
      {
        "name": "REIT - Real Estate Investment Trust",
        "value": "1017803.72",
        "weight": "0.01542131",
        "shared": false
      },
      {
        "name": "SMARTSTOP SELF STORAGE REIT INC",
        "value": "897486.24",
        "weight": "0.01359831",
        "shared": true
      },
      {
        "name": "LENDLEASE GLOBAL COMMERCIAL /SGD/ 0.00000000",
        "value": "880113.19",
        "weight": "0.01333508",
        "shared": false
      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "854036.40",
        "weight": "0.01293998",
        "shared": true
      },
      {
        "name": "REIT - Real Estate Investment Trust",
        "value": "808098.79",
        "weight": "0.01224395",
        "shared": false
      },
      {
        "name": "NETSTREIT CORP",
        "value": "805202.76",
        "weight": "0.01220007",
        "shared": true
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "794829.28",
        "weight": "0.01204290",
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      },
      {
        "name": "SUNSTONE HOTEL INVS INC",
        "value": "732803.66",
        "weight": "0.01110311",
        "shared": true
      },
      {
        "name": "CHARTWELL RETIRE",
        "value": "702145.41",
        "weight": "0.01063859",
        "shared": false
      },
      {
        "name": "JAPAN EXCELLENT INC",
        "value": "551954.61",
        "weight": "0.00836297",
        "shared": false
      },
      {
        "name": "LINK REIT /HKD/ 0.00000000",
        "value": "517371.67",
        "weight": "0.00783898",
        "shared": false
      },
      {
        "name": "Stockland Trust Group",
        "value": "428865.17",
        "weight": "0.00649797",
        "shared": false
      },
      {
        "name": "NEXTDC Ltd. NPV",
        "value": "423932.03",
        "weight": "0.00642323",
        "shared": false
      },
      {
        "name": "FRONTVIEW REIT INC",
        "value": "343674.63",
        "weight": "0.00520720",
        "shared": true
      },
      {
        "name": "EPR PROPERTIES",
        "value": "197976.00",
        "weight": "0.00299964",
        "shared": true
      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "190373.48",
        "weight": "0.00288445",
        "shared": true
      },
      {
        "name": "Goodman Group REIT",
        "value": "146148.88",
        "weight": "0.00221438",
        "shared": false
      },
      {
        "name": "HUDSON PACIFIC PROPERTIES INC",
        "value": "124559.00",
        "weight": "0.00188726",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "WELLTOWER INC",
        "value": "17516512.87",
        "weight": "0.11336795",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "15601337.58",
        "weight": "0.10097282",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "7521076.13",
        "weight": "0.04867687",
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      },
      {
        "name": "EQUINIX INC",
        "value": "7425318.00",
        "weight": "0.04805712",
        "shared": true
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "7389691.26",
        "weight": "0.04782654",
        "shared": true
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "7146129.90",
        "weight": "0.04625019",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "5433040.16",
        "weight": "0.03516297",
        "shared": false
      },
      {
        "name": "MSILF Treasury Portfolio, Class Institutional",
        "value": "5044656.40",
        "weight": "0.03264933",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "4932151.80",
        "weight": "0.03192119",
        "shared": false
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "3836684.82",
        "weight": "0.02483126",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "3707679.16",
        "weight": "0.02399633",
        "shared": false
      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "3534084.63",
        "weight": "0.02287281",
        "shared": false
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "2936869.65",
        "weight": "0.01900760",
        "shared": false
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "2582134.10",
        "weight": "0.01671173",
        "shared": true
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "1980286.00",
        "weight": "0.01281653",
        "shared": false
      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "1923297.18",
        "weight": "0.01244770",
        "shared": true
      },
      {
        "name": "WP CAREY INC",
        "value": "1891122.92",
        "weight": "0.01223946",
        "shared": false
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "1859295.56",
        "weight": "0.01203348",
        "shared": false
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "1812749.28",
        "weight": "0.01173223",
        "shared": false
      },
      {
        "name": "INVITATION HOMES INC",
        "value": "1779558.20",
        "weight": "0.01151741",
        "shared": false
      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "1644608.42",
        "weight": "0.01064401",
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      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "1594391.58",
        "weight": "0.01031900",
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      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "1581369.66",
        "weight": "0.01023472",
        "shared": true
      },
      {
        "name": "HOST HOTELS & RE",
        "value": "1555926.12",
        "weight": "0.01007005",
        "shared": false
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "1536281.04",
        "weight": "0.00994291",
        "shared": false
      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "1449996.79",
        "weight": "0.00938447",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "1397059.80",
        "weight": "0.00904186",
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      },
      {
        "name": "UDR INC",
        "value": "1289990.64",
        "weight": "0.00834890",
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      },
      {
        "name": "CAMDEN PROP TR",
        "value": "1282373.46",
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      },
      {
        "name": "EASTGROUP PROP",
        "value": "1251393.49",
        "weight": "0.00809910",
        "shared": false
      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "1155748.40",
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      },
      {
        "name": "AGREE REALTY CORP",
        "value": "1146906.70",
        "weight": "0.00742285",
        "shared": true
      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "1121184.00",
        "weight": "0.00725637",
        "shared": false
      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "1062326.16",
        "weight": "0.00687544",
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      },
      {
        "name": "CUBESMART",
        "value": "1061164.10",
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      },
      {
        "name": "FED REALTY INVS",
        "value": "1058913.70",
        "weight": "0.00685335",
        "shared": false
      },
      {
        "name": "CARETRUST REIT INC",
        "value": "1039650.55",
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        "shared": false
      },
      {
        "name": "NNN REIT INC",
        "value": "1013679.54",
        "weight": "0.00656060",
        "shared": false
      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "973499.80",
        "weight": "0.00630055",
        "shared": true
      },
      {
        "name": "BXP INC",
        "value": "971671.80",
        "weight": "0.00628872",
        "shared": false
      },
      {
        "name": "REXFORD INDUSTRIAL REALTY INC",
        "value": "956796.09",
        "weight": "0.00619244",
        "shared": false
      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "919301.68",
        "weight": "0.00594978",
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      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "874671.36",
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        "shared": false
      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "812525.18",
        "weight": "0.00525871",
        "shared": false
      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "809124.36",
        "weight": "0.00523670",
        "shared": true
      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "752589.04",
        "weight": "0.00487080",
        "shared": false
      },
      {
        "name": "RYMAN HOSPITALITY PPTYS INC",
        "value": "738252.27",
        "weight": "0.00477801",
        "shared": false
      },
      {
        "name": "KITE REALTY GROUP TRUST",
        "value": "674904.05",
        "weight": "0.00436802",
        "shared": false
      },
      {
        "name": "SABRA HEALTHCARE REIT INC",
        "value": "615667.68",
        "weight": "0.00398464",
        "shared": false
      },
      {
        "name": "MACERICH COMPANY",
        "value": "614646.90",
        "weight": "0.00397803",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-005123",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1420040/000091047226005123/0000910472-26-005123-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-021490",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1329377/000094040026021490/0000940400-26-021490-index.htm"
    }
  ]
}