{
  "page": "compare",
  "query": {
    "a": "MFIIX",
    "b": "MFSB"
  },
  "retrieved_at": "2026-07-07T14:56:13+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 Income Fund",
    "ticker": "MFIIX",
    "slug": "MFIIX",
    "series_id": "S000002491",
    "html_url": "https://fundwatcher.app/funds/MFIIX/"
  },
  "fund_b": {
    "name": "MFS Active Core Plus Bond ETF",
    "ticker": "MFSB",
    "slug": "MFSB",
    "series_id": "S000085666",
    "html_url": "https://fundwatcher.app/funds/MFSB/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3831132035648564362523611750",
    "coverage_b_by_a": "0.3831132035648564362523611751",
    "shared_count": 210,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "US TREASURY N/B",
        "value": "240566395.22",
        "weight": "0.02943480",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "194555241.19",
        "weight": "0.02380505",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "179478749.12",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "162222539.06",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "152860351.17",
        "weight": "0.01870342",
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      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "150233991.52",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "148853460.10",
        "weight": "0.01821315",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "142799399.15",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "142366601.92",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "140306308.97",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "128782332.40",
        "weight": "0.01575732",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "96543140.63",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "68241672.04",
        "weight": "0.00834980",
        "shared": false
      },
      {
        "name": "JEFFERIES GROUP",
        "value": "50725172.09",
        "weight": "0.00620654",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "45611133.05",
        "weight": "0.00558081",
        "shared": false
      },
      {
        "name": "New Residential Mortgage Loan Trust, Series 2026-NQM3, Class A1",
        "value": "39624370.07",
        "weight": "0.00484829",
        "shared": true
      },
      {
        "name": "PMT Loan Trust, Series 2026-INV2, Class A35",
        "value": "39594305.60",
        "weight": "0.00484461",
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      },
      {
        "name": "MF1 2025-FL19 LLC MF1 2025-FL19 AS",
        "value": "39228555.99",
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      },
      {
        "name": "Enel SPA 7.50 10/14/2032",
        "value": "38526768.02",
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      },
      {
        "name": "Venture Global LNG Inc",
        "value": "38403826.38",
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      },
      {
        "name": "STORE Master Funding LLC, Series 2025-1A, Class A2",
        "value": "37579668.50",
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      },
      {
        "name": "SANTOS FINANCE LTD REGD 144A P/P 6.87500000",
        "value": "37226434.49",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "36895161.31",
        "weight": "0.00451435",
        "shared": false
      },
      {
        "name": "AUTONATION INC",
        "value": "36891415.99",
        "weight": "0.00451390",
        "shared": true
      },
      {
        "name": "PFP Ltd., Series 2024-11, Class AS",
        "value": "35357184.77",
        "weight": "0.00432617",
        "shared": false
      },
      {
        "name": "MF1 2025-FL19 LLC SER 2025-FL19 CL B V/R REGD 144A P/P 6.07586000",
        "value": "34911568.85",
        "weight": "0.00427165",
        "shared": true
      },
      {
        "name": "SAMMONS FINL. GRP. 6.875%",
        "value": "34622903.51",
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      },
      {
        "name": "C V6.875 PERP GG",
        "value": "34467472.30",
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      },
      {
        "name": "Bain Capital Credit CLO 2021-4 Ltd",
        "value": "34001394.00",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "VORNADO REALTY LP SR UNSECURED 02/33 5.75",
        "value": "32360778.70",
        "weight": "0.00395954",
        "shared": true
      },
      {
        "name": "TRANSDIGM INC SUB 4.625% 01-15-29",
        "value": "32069995.75",
        "weight": "0.00392396",
        "shared": true
      },
      {
        "name": "Northwoods Capital XIV-B Ltd., Series 2018-14BA, Class BR",
        "value": "31863783.88",
        "weight": "0.00389873",
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      },
      {
        "name": "BOOZ ALLEN HAMILTON INC REGD 5.95000000",
        "value": "31547100.65",
        "weight": "0.00385998",
        "shared": true
      },
      {
        "name": "MF1 LLC, Series 2025-FL20, Class C",
        "value": "31319524.31",
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      },
      {
        "name": "SKX 10 07/15/33 144a",
        "value": "31166363.60",
        "weight": "0.00381340",
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      },
      {
        "name": "Provident Funding Mortgage Trust, Series 2025-5, Class A4",
        "value": "31121807.14",
        "weight": "0.00380795",
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      },
      {
        "name": "Black Diamond CLO Ltd., Series 2019-2A, Class BR",
        "value": "31024645.00",
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      {
        "name": "Parallel Ltd., Series 2023-1A, Class A2R",
        "value": "30973618.70",
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      },
      {
        "name": "NH NFAUTL 6.89 04/01/2034",
        "value": "30544638.91",
        "weight": "0.00373733",
        "shared": false
      },
      {
        "name": "COMM Mortgage Trust, Series 2024-CBM, Class B",
        "value": "30494389.74",
        "weight": "0.00373118",
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      },
      {
        "name": "Jane Street Group / JSG Finance Inc.",
        "value": "30138222.81",
        "weight": "0.00368760",
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      },
      {
        "name": "FR 5.25 01/15/31",
        "value": "29529900.79",
        "weight": "0.00361317",
        "shared": true
      },
      {
        "name": "Venture 43 CLO Ltd",
        "value": "28940531.60",
        "weight": "0.00354105",
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      },
      {
        "name": "CHARLES SCHWAB",
        "value": "28772992.09",
        "weight": "0.00352056",
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      },
      {
        "name": "MASSACHUSETTS ST DEV FIN AGY REVENUE",
        "value": "28535905.90",
        "weight": "0.00349155",
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      },
      {
        "name": "NOMURA HOLDINGS",
        "value": "28327699.67",
        "weight": "0.00346607",
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      },
      {
        "name": "MSRM 2026-NQM2 A1",
        "value": "28274025.70",
        "weight": "0.00345950",
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      },
      {
        "name": "NOMURA HOLDINGS INC JR SUBORDINA 12/99 VAR",
        "value": "28214566.94",
        "weight": "0.00345223",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "US TREASURY N/B",
        "value": "12023389.06",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "10441428.07",
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      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "7478945.04",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "US TREASURY N/B",
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      {
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "FN MA5552",
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      {
        "name": "US TREASURY N/B",
        "value": "1893988.29",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "1719661.82",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1527421.88",
        "weight": "0.00649060",
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      },
      {
        "name": "STOAU 5.75 11/13/35 144A",
        "value": "1526656.03",
        "weight": "0.00648734",
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      },
      {
        "name": "BOSTON PROP LP",
        "value": "1500621.74",
        "weight": "0.00637671",
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      },
      {
        "name": "NRZT, Series 2025-NQM6, Class A1",
        "value": "1458760.14",
        "weight": "0.00619883",
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      },
      {
        "name": "MF1 LLC, Series 2025-FL20, Class C",
        "value": "1409937.01",
        "weight": "0.00599136",
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      },
      {
        "name": "BOEING CO/THE",
        "value": "1374562.78",
        "weight": "0.00584104",
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      },
      {
        "name": "PMT Loan Trust, Series 2026-INV2, Class A35",
        "value": "1349850.27",
        "weight": "0.00573603",
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      },
      {
        "name": "HIGHWOODS REALTY",
        "value": "1347034.67",
        "weight": "0.00572406",
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      },
      {
        "name": "ENERGY TRANS",
        "value": "1346105.98",
        "weight": "0.00572012",
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      },
      {
        "name": "New Residential Mortgage Loan Trust, Series 2026-NQM3, Class A1",
        "value": "1315195.10",
        "weight": "0.00558876",
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      },
      {
        "name": "FR SD8199",
        "value": "1305234.90",
        "weight": "0.00554644",
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      },
      {
        "name": "Bain Capital Credit CLO 2021-4 Ltd",
        "value": "1300000.00",
        "weight": "0.00552419",
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      },
      {
        "name": "VORNADO REALTY LP SR UNSECURED 02/33 5.75",
        "value": "1296675.38",
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      },
      {
        "name": "FR SD8213",
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      },
      {
        "name": "NTT FINANCE",
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      },
      {
        "name": "CBRE SERVICES IN",
        "value": "1270577.59",
        "weight": "0.00539917",
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      },
      {
        "name": "Dryden 98 CLO Ltd",
        "value": "1250000.00",
        "weight": "0.00531172",
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      },
      {
        "name": "C V6.875 PERP GG",
        "value": "1244738.48",
        "weight": "0.00528937",
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      },
      {
        "name": "Unity-Peace Park CLO Ltd",
        "value": "1243067.69",
        "weight": "0.00528227",
        "shared": false
      },
      {
        "name": "AVOLON HOLDINGS FUNDING LTD 4.95% 10/15/2032 144A",
        "value": "1207884.60",
        "weight": "0.00513276",
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      },
      {
        "name": "Enel SPA 7.50 10/14/2032",
        "value": "1186556.61",
        "weight": "0.00504213",
        "shared": true
      },
      {
        "name": "JEFFERIES GROUP",
        "value": "1176260.09",
        "weight": "0.00499838",
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      },
      {
        "name": "ROGERS COMMUNIC",
        "value": "1154365.71",
        "weight": "0.00490534",
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      },
      {
        "name": "JAPAN TOBACCO INC SR UNSECURED 144A 06/35 5.85",
        "value": "1137383.95",
        "weight": "0.00483318",
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      },
      {
        "name": "FN MA4562",
        "value": "1114860.77",
        "weight": "0.00473747",
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      },
      {
        "name": "DICK'S SPORTING",
        "value": "1113528.56",
        "weight": "0.00473181",
        "shared": true
      },
      {
        "name": "ELM Trust, Series 2024-ELM, Class C15",
        "value": "1105207.73",
        "weight": "0.00469645",
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      },
      {
        "name": "FR 5.25 01/15/31",
        "value": "1098187.05",
        "weight": "0.00466661",
        "shared": true
      },
      {
        "name": "FERGUSON ENTERPR",
        "value": "1096161.93",
        "weight": "0.00465801",
        "shared": false
      },
      {
        "name": "CHARLES SCHWAB",
        "value": "1080324.05",
        "weight": "0.00459071",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES",
        "value": "1074368.99",
        "weight": "0.00456540",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE",
        "value": "1062243.64",
        "weight": "0.00451388",
        "shared": true
      },
      {
        "name": "ASHTEAD CAPITAL",
        "value": "1058262.67",
        "weight": "0.00449696",
        "shared": true
      },
      {
        "name": "BROWN & BROWN",
        "value": "1039642.26",
        "weight": "0.00441783",
        "shared": false
      },
      {
        "name": "AUTONATION INC",
        "value": "1022804.04",
        "weight": "0.00434628",
        "shared": true
      },
      {
        "name": "WELLS FARGO CO",
        "value": "1008925.02",
        "weight": "0.00428731",
        "shared": false
      },
      {
        "name": "PFP Ltd., Series 2026-13, Class AS",
        "value": "1004041.20",
        "weight": "0.00426655",
        "shared": false
      },
      {
        "name": "Dryden 86 CLO Ltd., Series 2020-86A, Class CR2",
        "value": "999927.30",
        "weight": "0.00424907",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-015571",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819673/000207169126015571/0002071691-26-015571-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040065",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2018846/000141036826040065/0001410368-26-040065-index.htm"
    }
  ]
}