{
  "page": "compare",
  "query": {
    "a": "FRI",
    "b": "DFREX"
  },
  "retrieved_at": "2026-07-07T17:14:55+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": "First Trust S&P REIT Index Fund",
    "ticker": "FRI",
    "slug": "FRI",
    "series_id": "S000017163",
    "html_url": "https://fundwatcher.app/funds/FRI/"
  },
  "fund_b": {
    "name": "DFA REAL ESTATE SECURITIES PORTFOLIO",
    "ticker": "DFREX",
    "slug": "DFREX",
    "series_id": "S000000949",
    "html_url": "https://fundwatcher.app/funds/DFREX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8404340400943065430707558838",
    "coverage_b_by_a": "0.8404340400943065430707558837",
    "shared_count": 121,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_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",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "5433040.16",
        "weight": "0.03516297",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "3836684.82",
        "weight": "0.02483126",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "3707679.16",
        "weight": "0.02399633",
        "shared": true
      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "3534084.63",
        "weight": "0.02287281",
        "shared": true
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "2936869.65",
        "weight": "0.01900760",
        "shared": true
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "2582134.10",
        "weight": "0.01671173",
        "shared": true
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "1980286.00",
        "weight": "0.01281653",
        "shared": true
      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "1923297.18",
        "weight": "0.01244770",
        "shared": true
      },
      {
        "name": "WP CAREY INC",
        "value": "1891122.92",
        "weight": "0.01223946",
        "shared": true
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "1859295.56",
        "weight": "0.01203348",
        "shared": true
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "1812749.28",
        "weight": "0.01173223",
        "shared": true
      },
      {
        "name": "INVITATION HOMES INC",
        "value": "1779558.20",
        "weight": "0.01151741",
        "shared": true
      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "1644608.42",
        "weight": "0.01064401",
        "shared": true
      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "1594391.58",
        "weight": "0.01031900",
        "shared": true
      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "1581369.66",
        "weight": "0.01023472",
        "shared": true
      },
      {
        "name": "HOST HOTELS & RE",
        "value": "1555926.12",
        "weight": "0.01007005",
        "shared": true
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "1536281.04",
        "weight": "0.00994291",
        "shared": true
      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "1449996.79",
        "weight": "0.00938447",
        "shared": true
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "1397059.80",
        "weight": "0.00904186",
        "shared": true
      },
      {
        "name": "UDR INC",
        "value": "1289990.64",
        "weight": "0.00834890",
        "shared": true
      },
      {
        "name": "CAMDEN PROP TR",
        "value": "1282373.46",
        "weight": "0.00829960",
        "shared": true
      },
      {
        "name": "EASTGROUP PROP",
        "value": "1251393.49",
        "weight": "0.00809910",
        "shared": true
      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "1155748.40",
        "weight": "0.00748007",
        "shared": true
      },
      {
        "name": "AGREE REALTY CORP",
        "value": "1146906.70",
        "weight": "0.00742285",
        "shared": true
      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "1121184.00",
        "weight": "0.00725637",
        "shared": true
      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "1062326.16",
        "weight": "0.00687544",
        "shared": true
      },
      {
        "name": "CUBESMART",
        "value": "1061164.10",
        "weight": "0.00686792",
        "shared": true
      },
      {
        "name": "FED REALTY INVS",
        "value": "1058913.70",
        "weight": "0.00685335",
        "shared": true
      },
      {
        "name": "CARETRUST REIT INC",
        "value": "1039650.55",
        "weight": "0.00672868",
        "shared": true
      },
      {
        "name": "NNN REIT INC",
        "value": "1013679.54",
        "weight": "0.00656060",
        "shared": true
      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "973499.80",
        "weight": "0.00630055",
        "shared": true
      },
      {
        "name": "BXP INC",
        "value": "971671.80",
        "weight": "0.00628872",
        "shared": true
      },
      {
        "name": "REXFORD INDUSTRIAL REALTY INC",
        "value": "956796.09",
        "weight": "0.00619244",
        "shared": true
      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "919301.68",
        "weight": "0.00594978",
        "shared": true
      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "874671.36",
        "weight": "0.00566093",
        "shared": true
      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "812525.18",
        "weight": "0.00525871",
        "shared": true
      },
      {
        "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": 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": true
      },
      {
        "name": "SABRA HEALTHCARE REIT INC",
        "value": "615667.68",
        "weight": "0.00398464",
        "shared": true
      },
      {
        "name": "MACERICH COMPANY",
        "value": "614646.90",
        "weight": "0.00397803",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "WELLTOWER INC",
        "value": "493841117.84",
        "weight": "0.07188343",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "468098987.52",
        "weight": "0.06813641",
        "shared": true
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "381958012.08",
        "weight": "0.05559774",
        "shared": false
      },
      {
        "name": "EQUINIX INC",
        "value": "315482578.07",
        "weight": "0.04592159",
        "shared": true
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "307125988.30",
        "weight": "0.04470521",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "301723036.02",
        "weight": "0.04391875",
        "shared": true
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "301131229.08",
        "weight": "0.04383261",
        "shared": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "234398862.53",
        "weight": "0.03411906",
        "shared": true
      },
      {
        "name": "CROWN CASTLE INC",
        "value": "203168300.99",
        "weight": "0.02957314",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "198343937.25",
        "weight": "0.02887091",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "161293626.00",
        "weight": "0.02347787",
        "shared": true
      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "157849683.39",
        "weight": "0.02297657",
        "shared": true
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "146451782.73",
        "weight": "0.02131750",
        "shared": true
      },
      {
        "name": "DFA Short Term Investment Fund",
        "value": "141011213.76",
        "weight": "0.02052557",
        "shared": false
      },
      {
        "name": "The DFA Short Term Investment Fund",
        "value": "138986273.57",
        "weight": "0.02023082",
        "shared": false
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "135758890.69",
        "weight": "0.01976104",
        "shared": true
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "121104898.00",
        "weight": "0.01762801",
        "shared": true
      },
      {
        "name": "SBA COMMUNICATIONS CORP",
        "value": "106458845.85",
        "weight": "0.01549613",
        "shared": false
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "85607086.82",
        "weight": "0.01246095",
        "shared": true
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "84884945.90",
        "weight": "0.01235584",
        "shared": true
      },
      {
        "name": "WP CAREY INC",
        "value": "81660231.00",
        "weight": "0.01188645",
        "shared": true
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "80728670.10",
        "weight": "0.01175085",
        "shared": true
      },
      {
        "name": "INVITATION HOMES INC",
        "value": "80066480.67",
        "weight": "0.01165446",
        "shared": true
      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "74901540.32",
        "weight": "0.01090266",
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      },
      {
        "name": "HOST HOTELS & RE",
        "value": "69024768.84",
        "weight": "0.01004723",
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      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "68519936.40",
        "weight": "0.00997375",
        "shared": true
      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "68085424.50",
        "weight": "0.00991050",
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      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "65262080.52",
        "weight": "0.00949954",
        "shared": true
      },
      {
        "name": "UDR INC",
        "value": "62413486.00",
        "weight": "0.00908490",
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      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "61344764.44",
        "weight": "0.00892933",
        "shared": true
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "61060248.34",
        "weight": "0.00888792",
        "shared": true
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "60740414.28",
        "weight": "0.00884136",
        "shared": true
      },
      {
        "name": "CAMDEN PROP TR",
        "value": "60612934.35",
        "weight": "0.00882281",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "57993163.96",
        "weight": "0.00844148",
        "shared": false
      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "55822481.64",
        "weight": "0.00812551",
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      },
      {
        "name": "BXP INC",
        "value": "52665631.25",
        "weight": "0.00766600",
        "shared": true
      },
      {
        "name": "EASTGROUP PROP",
        "value": "50265055.56",
        "weight": "0.00731657",
        "shared": true
      },
      {
        "name": "REXFORD INDUSTRIAL REALTY INC",
        "value": "49571513.46",
        "weight": "0.00721562",
        "shared": true
      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "46948044.01",
        "weight": "0.00683375",
        "shared": true
      },
      {
        "name": "CARETRUST REIT INC",
        "value": "45261606.32",
        "weight": "0.00658827",
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      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "44653652.37",
        "weight": "0.00649978",
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      },
      {
        "name": "CUBESMART",
        "value": "44184819.60",
        "weight": "0.00643153",
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      },
      {
        "name": "FED REALTY INVS",
        "value": "44109098.28",
        "weight": "0.00642051",
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      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "42205793.76",
        "weight": "0.00614347",
        "shared": true
      },
      {
        "name": "AGREE REALTY CORP",
        "value": "41541712.13",
        "weight": "0.00604680",
        "shared": true
      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "41520639.09",
        "weight": "0.00604374",
        "shared": true
      },
      {
        "name": "NNN REIT INC",
        "value": "41032699.02",
        "weight": "0.00597271",
        "shared": true
      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "37038086.69",
        "weight": "0.00539126",
        "shared": true
      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "33706258.02",
        "weight": "0.00490628",
        "shared": true
      },
      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
        "value": "31333038.00",
        "weight": "0.00456083",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "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"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-032990",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/355437/000141036826032990/0001410368-26-032990-index.htm"
    }
  ]
}