{
  "page": "compare",
  "query": {
    "a": "MFSM",
    "b": "MTLFX"
  },
  "retrieved_at": "2026-07-07T18:33:44+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 Active Intermediate Muni Bond ETF",
    "ticker": "MFSM",
    "slug": "MFSM",
    "series_id": "S000085668",
    "html_url": "https://fundwatcher.app/funds/MFSM/"
  },
  "fund_b": {
    "name": "MFS Municipal Limited Maturity Fund",
    "ticker": "MTLFX",
    "slug": "MTLFX",
    "series_id": "S000002496",
    "html_url": "https://fundwatcher.app/funds/MTLFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.05022316008304742118677599115",
    "coverage_b_by_a": "0.05022316008304742118677599115",
    "shared_count": 42,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "3348853.41",
        "weight": "0.04555132",
        "shared": false
      },
      {
        "name": "ISHARES NATIONAL MUNI BOND ETF ISHARES NATIONAL MUNI BOND E",
        "value": "2946286.00",
        "weight": "0.04007557",
        "shared": false
      },
      {
        "name": "VANGUARD TAX-EXM",
        "value": "2946240.00",
        "weight": "0.04007494",
        "shared": false
      },
      {
        "name": "PASCO CNTY FL SOL WST DISP & RESOURCE RECOVERY SYS",
        "value": "751057.98",
        "weight": "0.01021594",
        "shared": false
      },
      {
        "name": "Kentucky Bond Development Corp., Series A",
        "value": "575936.10",
        "weight": "0.00783392",
        "shared": false
      },
      {
        "name": "CHERRY CREEK SD#5",
        "value": "575706.85",
        "weight": "0.00783080",
        "shared": false
      },
      {
        "name": "GTR ASHEVILLE REGL ARPT AUTH N REGD B/E AMT AG 5.25000000",
        "value": "549841.00",
        "weight": "0.00747897",
        "shared": false
      },
      {
        "name": "California Community Choice Financing Authority, Series F",
        "value": "548866.50",
        "weight": "0.00746572",
        "shared": false
      },
      {
        "name": "PENNSYLVANIA ST TURNPIKE COMMISSION TURNPIKE REVENUE",
        "value": "548835.85",
        "weight": "0.00746530",
        "shared": false
      },
      {
        "name": "PENNSYLVANIA ST ECON DEV FING REGD B/E AMT AG 5.50000000",
        "value": "545506.40",
        "weight": "0.00742001",
        "shared": false
      },
      {
        "name": "State of Minnesota 4.00% 08/01/2041",
        "value": "519783.60",
        "weight": "0.00707013",
        "shared": false
      },
      {
        "name": "NORTH ALLEGHENY PA SC",
        "value": "517393.05",
        "weight": "0.00703761",
        "shared": false
      },
      {
        "name": "NYC HSG DEV CORP-F-2",
        "value": "505958.35",
        "weight": "0.00688208",
        "shared": false
      },
      {
        "name": "SANTA NM 3.29% 12/10/2049 MT",
        "value": "504510.30",
        "weight": "0.00686238",
        "shared": false
      },
      {
        "name": "PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.00000000",
        "value": "502491.85",
        "weight": "0.00683493",
        "shared": true
      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
        "value": "488218.46",
        "weight": "0.00664078",
        "shared": true
      },
      {
        "name": "BLACK BELT ENERGY GAS DIST AL GAS PROJECT REVENUE",
        "value": "469192.35",
        "weight": "0.00638198",
        "shared": false
      },
      {
        "name": "Fulton (County of), GA Development Authority (Georgia Institute of Technology), Series 2019, RB",
        "value": "447686.46",
        "weight": "0.00608946",
        "shared": false
      },
      {
        "name": "HOUSTON TX ARPT SYS REVENUE REGD B/E AMT 5.25000000",
        "value": "444149.82",
        "weight": "0.00604135",
        "shared": false
      },
      {
        "name": "Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2025B",
        "value": "394264.45",
        "weight": "0.00536281",
        "shared": true
      },
      {
        "name": "PROVIDENCE RI PUBLIC BLDGS AUTH REVENUE",
        "value": "385263.04",
        "weight": "0.00524037",
        "shared": false
      },
      {
        "name": "ROCKLAND CNTY NY SOL WST MGMT AUTH",
        "value": "381496.80",
        "weight": "0.00518914",
        "shared": false
      },
      {
        "name": "MAIN STR NAT GA 5% MT",
        "value": "378781.37",
        "weight": "0.00515221",
        "shared": true
      },
      {
        "name": "Los Angeles (City of), CA Department of Airports (Los Angeles International Airport), Series 2018 A, RB",
        "value": "365360.94",
        "weight": "0.00496966",
        "shared": false
      },
      {
        "name": "N ORLEANS AVIAT 5% 1/1/2036@",
        "value": "360164.97",
        "weight": "0.00489899",
        "shared": false
      },
      {
        "name": "METROHEALTH SYSTEM 5.5% 02-15-52",
        "value": "346519.60",
        "weight": "0.00471338",
        "shared": false
      },
      {
        "name": "COOK CNTY IL CMNTY SCH DIST #152 1/2 HAZEL CREST",
        "value": "344323.26",
        "weight": "0.00468351",
        "shared": false
      },
      {
        "name": "Omaha Airport Authority",
        "value": "337127.43",
        "weight": "0.00458563",
        "shared": false
      },
      {
        "name": "PUBLIC FIN AUTH WI REVENUE",
        "value": "337075.52",
        "weight": "0.00458492",
        "shared": false
      },
      {
        "name": "STHRN ILLINOIS ST UNIV",
        "value": "333782.21",
        "weight": "0.00454013",
        "shared": false
      },
      {
        "name": "CENTRL TX REGL MOBILITY AUTH REVENUE",
        "value": "333300.19",
        "weight": "0.00453357",
        "shared": false
      },
      {
        "name": "PUERTO RICO ELEC PWR AUTH PWRREVENUE",
        "value": "332263.43",
        "weight": "0.00451947",
        "shared": false
      },
      {
        "name": "Miami County Unified School District No 367 Osawatomie     5.250%  09/01/2042",
        "value": "328437.87",
        "weight": "0.00446743",
        "shared": false
      },
      {
        "name": "CHESAPEAKE VA HOSP AUTH HOSP FAC REVENUE",
        "value": "325167.81",
        "weight": "0.00442295",
        "shared": false
      },
      {
        "name": "PK CREEK MET DIST-REF",
        "value": "321069.87",
        "weight": "0.00436721",
        "shared": false
      },
      {
        "name": "LAWTON OK INDL DEV AUTH SALES TAX REVENUE",
        "value": "320865.30",
        "weight": "0.00436443",
        "shared": false
      },
      {
        "name": "RAMPART RANGE CO MET DIST #1 LIMITED TAX SUPPORTED & SPL REV",
        "value": "317772.51",
        "weight": "0.00432236",
        "shared": false
      },
      {
        "name": "MASSACHUSETTS ST EDUCTNL FING AUTH",
        "value": "317098.02",
        "weight": "0.00431319",
        "shared": false
      },
      {
        "name": "PENNSYLVANIA ST ECON DEV FING PASMED 03/60 ADJUSTABLE VAR",
        "value": "310811.90",
        "weight": "0.00422768",
        "shared": false
      },
      {
        "name": "GRAND PKWY TRANSPRTN",
        "value": "310065.69",
        "weight": "0.00421753",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "306984.12",
        "weight": "0.00417562",
        "shared": false
      },
      {
        "name": "MAINE HLTH & HGR EDUCTNL FACS AUTH REVENUE",
        "value": "302355.96",
        "weight": "0.00411266",
        "shared": false
      },
      {
        "name": "COMMERCE SCHOOL DISTRICT",
        "value": "300067.83",
        "weight": "0.00408154",
        "shared": false
      },
      {
        "name": "UT SALAPT 5 07/01/2042",
        "value": "299715.49",
        "weight": "0.00407675",
        "shared": false
      },
      {
        "name": "METROCARE SERVICES TX REVENUE",
        "value": "296998.54",
        "weight": "0.00403979",
        "shared": false
      },
      {
        "name": "GRAND RIVER CO HOSP DIST",
        "value": "294956.28",
        "weight": "0.00401201",
        "shared": false
      },
      {
        "name": "New York Transportation Development Corp., Series 2025",
        "value": "289840.85",
        "weight": "0.00394243",
        "shared": false
      },
      {
        "name": "SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE",
        "value": "286176.85",
        "weight": "0.00389260",
        "shared": false
      },
      {
        "name": "WYOMING MI PUBLIC SCHS",
        "value": "283499.98",
        "weight": "0.00385618",
        "shared": false
      },
      {
        "name": "MASSACHUSET REV 5% 7/1/2041",
        "value": "282728.95",
        "weight": "0.00384570",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "112692414.14",
        "weight": "0.03598440",
        "shared": false
      },
      {
        "name": "DFW ARPT 5% 11/1/2050 MT @",
        "value": "25389261.35",
        "weight": "0.00810718",
        "shared": false
      },
      {
        "name": "COLLIER COUNTY INDUSTRIAL DEVE COLDEV 04/35 FIXED 5",
        "value": "22226644.00",
        "weight": "0.00709731",
        "shared": false
      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
        "value": "22212838.96",
        "weight": "0.00709290",
        "shared": true
      },
      {
        "name": "California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB",
        "value": "22028757.15",
        "weight": "0.00703412",
        "shared": false
      },
      {
        "name": "TN TNSUTL 05/01/2053",
        "value": "19556162.30",
        "weight": "0.00624458",
        "shared": false
      },
      {
        "name": "WISCONSIN HEALTH & ED VAR",
        "value": "18599815.60",
        "weight": "0.00593920",
        "shared": false
      },
      {
        "name": "San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025 A",
        "value": "18319684.35",
        "weight": "0.00584975",
        "shared": false
      },
      {
        "name": "CO ST HLTH FACS-UNREF",
        "value": "17928780.58",
        "weight": "0.00572493",
        "shared": false
      },
      {
        "name": "TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR",
        "value": "16912186.16",
        "weight": "0.00540032",
        "shared": false
      },
      {
        "name": "TX TAREDU 11/15/2055",
        "value": "16520958.00",
        "weight": "0.00527539",
        "shared": false
      },
      {
        "name": "Black Belt Energy Gas District",
        "value": "16130063.41",
        "weight": "0.00515057",
        "shared": false
      },
      {
        "name": "TX MUNI GAS ACQ VI",
        "value": "15836730.00",
        "weight": "0.00505691",
        "shared": false
      },
      {
        "name": "FLORIDA DEV FIN CORP HLTHCAREFACS REVENUE",
        "value": "15649609.74",
        "weight": "0.00499716",
        "shared": false
      },
      {
        "name": "New Hampshire Business Finance Authority, Series 2023A",
        "value": "15544728.27",
        "weight": "0.00496367",
        "shared": false
      },
      {
        "name": "RESTRUCTURED-SER A1",
        "value": "15524714.25",
        "weight": "0.00495728",
        "shared": false
      },
      {
        "name": "AL BBEUTL 5 10/01/2033",
        "value": "15365346.98",
        "weight": "0.00490639",
        "shared": false
      },
      {
        "name": "MAIN STR NAT GA 4% MT",
        "value": "15309112.01",
        "weight": "0.00488843",
        "shared": false
      },
      {
        "name": "EP TUSCANY ZARAGOSA PFC TX EPTMFH 12/33 FIXED OID 4",
        "value": "15008650.50",
        "weight": "0.00479249",
        "shared": false
      },
      {
        "name": "REPUBLIC SERVICES INC (MPT) 3.45% 12-01-35",
        "value": "15000000.00",
        "weight": "0.00478973",
        "shared": true
      },
      {
        "name": "Energy Southeast Cooperative District, Alabama, Energy Supply Revenue Bonds, Series 2025B",
        "value": "14846239.70",
        "weight": "0.00474063",
        "shared": true
      },
      {
        "name": "ILLINOIS FIN AUTH-A-2",
        "value": "14833670.58",
        "weight": "0.00473662",
        "shared": false
      },
      {
        "name": "DENVER CITY & CNTY CO ARPT REVENUE",
        "value": "14709023.00",
        "weight": "0.00469681",
        "shared": false
      },
      {
        "name": "Deerfield Community School District",
        "value": "14627678.30",
        "weight": "0.00467084",
        "shared": false
      },
      {
        "name": "HARRIS CNTY TX CULTURAL EDU FA REGD N/C B/E 5.00000000",
        "value": "14065470.00",
        "weight": "0.00449132",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000",
        "value": "13820434.94",
        "weight": "0.00441307",
        "shared": false
      },
      {
        "name": "MICHIGAN ST HOSP FIN AUTH MICHIGAN STATE HOSPITAL FINANCE AUTHORITY",
        "value": "13259811.60",
        "weight": "0.00423406",
        "shared": false
      },
      {
        "name": "DeKalb (County of), GA Housing Authority (Park at 500), Series 2024, RB",
        "value": "12852068.43",
        "weight": "0.00410386",
        "shared": false
      },
      {
        "name": "Wayne County Airport Authority, Series 2025G",
        "value": "12769459.20",
        "weight": "0.00407748",
        "shared": false
      },
      {
        "name": "Southeast Energy Authority, Alabama, Commodity Supply Revenue Bonds, Project 5, Series 2023A",
        "value": "12617484.00",
        "weight": "0.00402895",
        "shared": false
      },
      {
        "name": "PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000",
        "value": "12495690.61",
        "weight": "0.00399006",
        "shared": true
      },
      {
        "name": "TEXAS ST MUNI GAS ACQUISITION& TEXAS MUNICIPAL GAS ACQUISITION & SUPPLY CORP IV",
        "value": "12396054.12",
        "weight": "0.00395825",
        "shared": false
      },
      {
        "name": "VANCOUVER WA HSG AUTH REGD OID B/E 4.00000000",
        "value": "11951388.72",
        "weight": "0.00381626",
        "shared": false
      },
      {
        "name": "ROCHESTER GAS AND ELECTRIC CORP 4.0% 05-15-32",
        "value": "11813297.79",
        "weight": "0.00377217",
        "shared": false
      },
      {
        "name": "Pennsylvania Economic Development Financing Authority",
        "value": "11667531.40",
        "weight": "0.00372562",
        "shared": false
      },
      {
        "name": "City of Austin, Series 2025",
        "value": "11507168.86",
        "weight": "0.00367441",
        "shared": false
      },
      {
        "name": "City of Austin, Series 2025",
        "value": "11469816.04",
        "weight": "0.00366249",
        "shared": false
      },
      {
        "name": "Northampton County General Purpose Authority, Series A-2",
        "value": "11466036.78",
        "weight": "0.00366128",
        "shared": false
      },
      {
        "name": "Massachusetts Development Finance Agency, Series 2026F",
        "value": "11409196.00",
        "weight": "0.00364313",
        "shared": false
      },
      {
        "name": "WVU HEALTH PUT B 5% 6/1/33 MT",
        "value": "11385789.45",
        "weight": "0.00363566",
        "shared": false
      },
      {
        "name": "COLBURN SCHOOL (MPT) 1.75% 08-01-55",
        "value": "11289160.84",
        "weight": "0.00360480",
        "shared": false
      },
      {
        "name": "Pennsylvania Economic Development Financing Authority, Series 2026B",
        "value": "11238910.00",
        "weight": "0.00358875",
        "shared": false
      },
      {
        "name": "MOBILE PCR AL PWR-C",
        "value": "11009978.10",
        "weight": "0.00351565",
        "shared": false
      },
      {
        "name": "Port Authority of New York & New Jersey, Series 246",
        "value": "10930428.00",
        "weight": "0.00349025",
        "shared": false
      },
      {
        "name": "City of Hibbing, Series 2025A",
        "value": "10927721.62",
        "weight": "0.00348939",
        "shared": false
      },
      {
        "name": "Washington Health Care Facilities Authority, Series C-2",
        "value": "10886922.00",
        "weight": "0.00347636",
        "shared": false
      },
      {
        "name": "Maricopa County Industrial Development Authority, Series 2026 D",
        "value": "10856226.00",
        "weight": "0.00346656",
        "shared": false
      },
      {
        "name": "California Community Choice Financing Authority, Series F",
        "value": "10814631.00",
        "weight": "0.00345328",
        "shared": false
      },
      {
        "name": "Chicago Midway International Airport, Series 2023A",
        "value": "10810245.00",
        "weight": "0.00345188",
        "shared": false
      },
      {
        "name": "WA ST HLTH CAR 5% 10/1/2030",
        "value": "10759831.00",
        "weight": "0.00343578",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040051",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2018846/000141036826040051/0001410368-26-040051-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-015580",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/63075/000207169126015580/0002071691-26-015580-index.htm"
    }
  ]
}