{
  "page": "compare",
  "query": {
    "a": "DIFIX",
    "b": "FRI"
  },
  "retrieved_at": "2026-07-07T15:53:06+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": "MFS Diversified Income Fund",
    "ticker": "DIFIX",
    "slug": "DIFIX",
    "series_id": "S000012219",
    "html_url": "https://fundwatcher.app/funds/DIFIX/"
  },
  "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": "0.1236428028512077223044861802",
    "coverage_b_by_a": "0.1236428028512077223044861802",
    "shared_count": 29,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MFS High Yield Pooled Portfolio",
        "value": "410378785.42",
        "weight": "0.21895980",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "28440148.74",
        "weight": "0.01517439",
        "shared": true
      },
      {
        "name": "EQUINIX INC",
        "value": "19900234.76",
        "weight": "0.01061788",
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      },
      {
        "name": "SIMON PROPERTY",
        "value": "16604805.60",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "15594131.60",
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      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "15409353.50",
        "weight": "0.00822174",
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      },
      {
        "name": "VENTAS INC REIT",
        "value": "14861652.24",
        "weight": "0.00792951",
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      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "13912514.48",
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      },
      {
        "name": "TOYOTA TSUSHO",
        "value": "13227373.61",
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      },
      {
        "name": "PHILLIPS 66",
        "value": "11649908.71",
        "weight": "0.00621587",
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      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "11417866.55",
        "weight": "0.00609206",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "11327411.16",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "11015568.06",
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      },
      {
        "name": "TESCO PLC",
        "value": "11012007.88",
        "weight": "0.00587552",
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      },
      {
        "name": "PFIZER INC",
        "value": "10876846.40",
        "weight": "0.00580340",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "10437041.16",
        "weight": "0.00556874",
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      },
      {
        "name": "AMBEV SA",
        "value": "10254241.69",
        "weight": "0.00547121",
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      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "9472313.56",
        "weight": "0.00505400",
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      },
      {
        "name": "KDDI Corporation",
        "value": "9336912.24",
        "weight": "0.00498176",
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      },
      {
        "name": "THE CIGNA GROUP",
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      },
      {
        "name": "BRITISH AMERICAN TOBACCO PLC",
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      },
      {
        "name": "ABBVIE INC",
        "value": "8916049.44",
        "weight": "0.00475721",
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      },
      {
        "name": "BNP PARIBAS",
        "value": "8375418.30",
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      },
      {
        "name": "CCB-H",
        "value": "8299043.89",
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      },
      {
        "name": "KIMBERLY CLARK CORP",
        "value": "8296485.12",
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      },
      {
        "name": "NNN REIT INC",
        "value": "7839000.40",
        "weight": "0.00418254",
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      },
      {
        "name": "ARAMARK",
        "value": "7816784.85",
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      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "7521782.80",
        "weight": "0.00401329",
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      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "7400806.59",
        "weight": "0.00394874",
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      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "7383393.62",
        "weight": "0.00393945",
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      },
      {
        "name": "ROCHE HOLDINGS AG (GENUSSCHEINE)",
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      },
      {
        "name": "HON HAI",
        "value": "7294860.03",
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      },
      {
        "name": "FED REALTY INVS",
        "value": "7265509.69",
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      {
        "name": "RIO TINTO PLC",
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        "name": "MID AMERICA APT CMNTY INC",
        "value": "7260700.26",
        "weight": "0.00387399",
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      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "7227241.77",
        "weight": "0.00385613",
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      },
      {
        "name": "VICI PROPERTIES",
        "value": "7163999.40",
        "weight": "0.00382239",
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      },
      {
        "name": "PETROCHINA-H",
        "value": "6945808.73",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "6941429.24",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "6796289.10",
        "weight": "0.00362620",
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      },
      {
        "name": "ERICSSON (LM) TELE CO CL B",
        "value": "6775992.56",
        "weight": "0.00361537",
        "shared": false
      },
      {
        "name": "EDISON INTL",
        "value": "6767183.82",
        "weight": "0.00361067",
        "shared": false
      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "6736890.00",
        "weight": "0.00359450",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "6725706.46",
        "weight": "0.00358854",
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      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "6572958.00",
        "weight": "0.00350704",
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      },
      {
        "name": "ACADIA RLTY TR REIT",
        "value": "6506873.12",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "6345179.75",
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      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "6260693.85",
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      },
      {
        "name": "HIGHWOODS PROPERTIES INC",
        "value": "6152656.77",
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      },
      {
        "name": "TENARIS SA",
        "value": "6111087.07",
        "weight": "0.00326060",
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      }
    ],
    "b_top": [
      {
        "name": "WELLTOWER INC",
        "value": "17516512.87",
        "weight": "0.11336795",
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      },
      {
        "name": "PROLOGIS INC REIT",
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      {
        "name": "SIMON PROPERTY",
        "value": "7521076.13",
        "weight": "0.04867687",
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      },
      {
        "name": "EQUINIX INC",
        "value": "7425318.00",
        "weight": "0.04805712",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "7389691.26",
        "weight": "0.04782654",
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      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "7146129.90",
        "weight": "0.04625019",
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      },
      {
        "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",
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      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "3836684.82",
        "weight": "0.02483126",
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      },
      {
        "name": "VICI PROPERTIES",
        "value": "3707679.16",
        "weight": "0.02399633",
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      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "3534084.63",
        "weight": "0.02287281",
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      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "2936869.65",
        "weight": "0.01900760",
        "shared": false
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "2582134.10",
        "weight": "0.01671173",
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      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "1980286.00",
        "weight": "0.01281653",
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      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "1923297.18",
        "weight": "0.01244770",
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      },
      {
        "name": "WP CAREY INC",
        "value": "1891122.92",
        "weight": "0.01223946",
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      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "1859295.56",
        "weight": "0.01203348",
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      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "1812749.28",
        "weight": "0.01173223",
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      },
      {
        "name": "INVITATION HOMES INC",
        "value": "1779558.20",
        "weight": "0.01151741",
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      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "1644608.42",
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      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "1594391.58",
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      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "1581369.66",
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      },
      {
        "name": "HOST HOTELS & RE",
        "value": "1555926.12",
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      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
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      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "1449996.79",
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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",
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      {
        "name": "CAMDEN PROP TR",
        "value": "1282373.46",
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      {
        "name": "EASTGROUP PROP",
        "value": "1251393.49",
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      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "1155748.40",
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      },
      {
        "name": "AGREE REALTY CORP",
        "value": "1146906.70",
        "weight": "0.00742285",
        "shared": false
      },
      {
        "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",
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      },
      {
        "name": "CARETRUST REIT INC",
        "value": "1039650.55",
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      },
      {
        "name": "NNN REIT INC",
        "value": "1013679.54",
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      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "973499.80",
        "weight": "0.00630055",
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      },
      {
        "name": "BXP INC",
        "value": "971671.80",
        "weight": "0.00628872",
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      },
      {
        "name": "REXFORD INDUSTRIAL REALTY INC",
        "value": "956796.09",
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      },
      {
        "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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      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "812525.18",
        "weight": "0.00525871",
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      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "809124.36",
        "weight": "0.00523670",
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      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "752589.04",
        "weight": "0.00487080",
        "shared": true
      },
      {
        "name": "RYMAN HOSPITALITY PPTYS INC",
        "value": "738252.27",
        "weight": "0.00477801",
        "shared": true
      },
      {
        "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": "0002071691-26-008228",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/356349/000207169126008228/0002071691-26-008228-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"
    }
  ]
}