{
  "page": "compare",
  "query": {
    "a": "DIFIX",
    "b": "USRT"
  },
  "retrieved_at": "2026-07-07T19:45:32+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": "iShares Core U.S. REIT ETF",
    "ticker": "USRT",
    "slug": "USRT",
    "series_id": "S000015627",
    "html_url": "https://fundwatcher.app/funds/USRT/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1245990577579992676552442599",
    "coverage_b_by_a": "0.1245990577579992676552442598",
    "shared_count": 29,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "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",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "16604805.60",
        "weight": "0.00885958",
        "shared": true
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "15594131.60",
        "weight": "0.00832033",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "15409353.50",
        "weight": "0.00822174",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "14861652.24",
        "weight": "0.00792951",
        "shared": true
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "13912514.48",
        "weight": "0.00742310",
        "shared": false
      },
      {
        "name": "TOYOTA TSUSHO",
        "value": "13227373.61",
        "weight": "0.00705754",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "11649908.71",
        "weight": "0.00621587",
        "shared": false
      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "11417866.55",
        "weight": "0.00609206",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "11327411.16",
        "weight": "0.00604380",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "11015568.06",
        "weight": "0.00587742",
        "shared": false
      },
      {
        "name": "TESCO PLC",
        "value": "11012007.88",
        "weight": "0.00587552",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "10876846.40",
        "weight": "0.00580340",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "10437041.16",
        "weight": "0.00556874",
        "shared": false
      },
      {
        "name": "AMBEV SA",
        "value": "10254241.69",
        "weight": "0.00547121",
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      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "9472313.56",
        "weight": "0.00505400",
        "shared": true
      },
      {
        "name": "KDDI Corporation",
        "value": "9336912.24",
        "weight": "0.00498176",
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      },
      {
        "name": "THE CIGNA GROUP",
        "value": "9289020.82",
        "weight": "0.00495621",
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      },
      {
        "name": "BRITISH AMERICAN TOBACCO PLC",
        "value": "9229819.82",
        "weight": "0.00492462",
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      },
      {
        "name": "ABBVIE INC",
        "value": "8916049.44",
        "weight": "0.00475721",
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      },
      {
        "name": "BNP PARIBAS",
        "value": "8375418.30",
        "weight": "0.00446875",
        "shared": false
      },
      {
        "name": "CCB-H",
        "value": "8299043.89",
        "weight": "0.00442800",
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      },
      {
        "name": "KIMBERLY CLARK CORP",
        "value": "8296485.12",
        "weight": "0.00442663",
        "shared": false
      },
      {
        "name": "NNN REIT INC",
        "value": "7839000.40",
        "weight": "0.00418254",
        "shared": true
      },
      {
        "name": "ARAMARK",
        "value": "7816784.85",
        "weight": "0.00417069",
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      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "7521782.80",
        "weight": "0.00401329",
        "shared": true
      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "7400806.59",
        "weight": "0.00394874",
        "shared": false
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "7383393.62",
        "weight": "0.00393945",
        "shared": true
      },
      {
        "name": "ROCHE HOLDINGS AG (GENUSSCHEINE)",
        "value": "7320429.21",
        "weight": "0.00390585",
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      },
      {
        "name": "HON HAI",
        "value": "7294860.03",
        "weight": "0.00389221",
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      },
      {
        "name": "FED REALTY INVS",
        "value": "7265509.69",
        "weight": "0.00387655",
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      },
      {
        "name": "RIO TINTO PLC",
        "value": "7265088.97",
        "weight": "0.00387633",
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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",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "7163999.40",
        "weight": "0.00382239",
        "shared": true
      },
      {
        "name": "PETROCHINA-H",
        "value": "6945808.73",
        "weight": "0.00370597",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6941429.24",
        "weight": "0.00370364",
        "shared": false
      },
      {
        "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",
        "shared": true
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "6725706.46",
        "weight": "0.00358854",
        "shared": true
      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "6572958.00",
        "weight": "0.00350704",
        "shared": true
      },
      {
        "name": "ACADIA RLTY TR REIT",
        "value": "6506873.12",
        "weight": "0.00347178",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "6345179.75",
        "weight": "0.00338550",
        "shared": false
      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "6260693.85",
        "weight": "0.00334043",
        "shared": true
      },
      {
        "name": "HIGHWOODS PROPERTIES INC",
        "value": "6152656.77",
        "weight": "0.00328278",
        "shared": true
      },
      {
        "name": "TENARIS SA",
        "value": "6111087.07",
        "weight": "0.00326060",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "WELLTOWER INC",
        "value": "284951384.72",
        "weight": "0.08533779",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "269440849.92",
        "weight": "0.08069267",
        "shared": true
      },
      {
        "name": "EQUINIX INC",
        "value": "200077880.53",
        "weight": "0.05991971",
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      },
      {
        "name": "SIMON PROPERTY",
        "value": "154294767.27",
        "weight": "0.04620850",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "151383738.75",
        "weight": "0.04533670",
        "shared": true
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "148490730.96",
        "weight": "0.04447029",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "130453927.46",
        "weight": "0.03906859",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "109312835.67",
        "weight": "0.03273722",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "90160302.96",
        "weight": "0.02700138",
        "shared": true
      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "87366191.22",
        "weight": "0.02616460",
        "shared": true
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "81245393.28",
        "weight": "0.02433153",
        "shared": false
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "75946285.19",
        "weight": "0.02274454",
        "shared": false
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "70946832.96",
        "weight": "0.02124729",
        "shared": true
      },
      {
        "name": "INVITATION HOMES INC",
        "value": "49159036.08",
        "weight": "0.01472224",
        "shared": false
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "48248469.07",
        "weight": "0.01444954",
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      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "46969141.90",
        "weight": "0.01406641",
        "shared": true
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "46906473.28",
        "weight": "0.01404764",
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      },
      {
        "name": "WP CAREY INC",
        "value": "45441497.25",
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      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "42339116.76",
        "weight": "0.01267980",
        "shared": true
      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "39564620.76",
        "weight": "0.01184889",
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      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "38910546.12",
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      },
      {
        "name": "HOST HOTELS & RE",
        "value": "38193276.27",
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      },
      {
        "name": "UDR INC",
        "value": "36889132.70",
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      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "36520206.50",
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      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "36480359.15",
        "weight": "0.01092521",
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      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "35919419.32",
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      {
        "name": "CAMDEN PROP TR",
        "value": "34598184.45",
        "weight": "0.01036153",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "33289387.95",
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      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "32163635.52",
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      },
      {
        "name": "BXP INC",
        "value": "30787252.89",
        "weight": "0.00922023",
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      },
      {
        "name": "EASTGROUP PROP",
        "value": "28904554.84",
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      },
      {
        "name": "REXFORD INDUSTRIAL REALTY INC",
        "value": "28398114.57",
        "weight": "0.00850472",
        "shared": true
      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "28169488.08",
        "weight": "0.00843625",
        "shared": false
      },
      {
        "name": "FED REALTY INVS",
        "value": "25864184.16",
        "weight": "0.00774586",
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      },
      {
        "name": "CUBESMART",
        "value": "25534286.10",
        "weight": "0.00764706",
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      },
      {
        "name": "CARETRUST REIT INC",
        "value": "24975269.74",
        "weight": "0.00747964",
        "shared": false
      },
      {
        "name": "AGREE REALTY CORP",
        "value": "24553505.05",
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      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "24516814.92",
        "weight": "0.00734234",
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      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "23605299.64",
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      },
      {
        "name": "NNN REIT INC",
        "value": "23421998.61",
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      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "22328319.16",
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      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "21055113.20",
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      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "18742068.54",
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      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "17931678.60",
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      },
      {
        "name": "RYMAN HOSPITALITY PPTYS INC",
        "value": "17389192.80",
        "weight": "0.00520775",
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      },
      {
        "name": "VORNADO RLTY TST",
        "value": "16918429.08",
        "weight": "0.00506676",
        "shared": false
      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "16547434.87",
        "weight": "0.00495566",
        "shared": true
      },
      {
        "name": "KITE REALTY GROUP TRUST",
        "value": "15195046.77",
        "weight": "0.00455064",
        "shared": false
      },
      {
        "name": "MACERICH COMPANY",
        "value": "14303716.23",
        "weight": "0.00428370",
        "shared": false
      },
      {
        "name": "MILLROSE PROPERTIES INC",
        "value": "13709758.20",
        "weight": "0.00410582",
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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": "0000940400-26-011792",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000094040026011792/0000940400-26-011792-index.htm"
    }
  ]
}