{
  "page": "compare",
  "query": {
    "a": "MVCKX",
    "b": "IWS"
  },
  "retrieved_at": "2026-07-07T19:07:05+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 Mid Cap Value Fund",
    "ticker": "MVCKX",
    "slug": "MVCKX",
    "series_id": "S000002499",
    "html_url": "https://fundwatcher.app/funds/MVCKX/"
  },
  "fund_b": {
    "name": "iShares Russell Mid-Cap Value ETF",
    "ticker": "IWS",
    "slug": "IWS",
    "series_id": "S000004335",
    "html_url": "https://fundwatcher.app/funds/IWS/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2414261415160587790835430874",
    "coverage_b_by_a": "0.2414261415160587790835430874",
    "shared_count": 125,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "VALERO ENERGY CORP",
        "value": "226602009.60",
        "weight": "0.01415934",
        "shared": true
      },
      {
        "name": "FLEX LTD",
        "value": "225701497.80",
        "weight": "0.01410307",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "222472707.74",
        "weight": "0.01390131",
        "shared": false
      },
      {
        "name": "PG&E CORP",
        "value": "200854055.36",
        "weight": "0.01255046",
        "shared": true
      },
      {
        "name": "PERMIAN RESOURCES CORP CL A",
        "value": "199206511.40",
        "weight": "0.01244751",
        "shared": true
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "196526919.17",
        "weight": "0.01228008",
        "shared": true
      },
      {
        "name": "CORNING INC",
        "value": "195279298.18",
        "weight": "0.01220212",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "193693438.14",
        "weight": "0.01210303",
        "shared": false
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "191697963.88",
        "weight": "0.01197834",
        "shared": true
      },
      {
        "name": "NORTHERN TRUST CORP",
        "value": "173740364.82",
        "weight": "0.01085625",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "168763526.34",
        "weight": "0.01054527",
        "shared": true
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "166541801.70",
        "weight": "0.01040644",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "165866040.00",
        "weight": "0.01036422",
        "shared": true
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "165344797.80",
        "weight": "0.01033165",
        "shared": true
      },
      {
        "name": "US FOODS HOLDING CORP",
        "value": "164057081.28",
        "weight": "0.01025119",
        "shared": true
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "163757964.40",
        "weight": "0.01023250",
        "shared": true
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "163642652.16",
        "weight": "0.01022529",
        "shared": true
      },
      {
        "name": "M&T BANK CORP",
        "value": "162412255.36",
        "weight": "0.01014841",
        "shared": true
      },
      {
        "name": "WILLIS TOWERS WATSON PLC",
        "value": "159596916.30",
        "weight": "0.00997249",
        "shared": true
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "159442290.76",
        "weight": "0.00996283",
        "shared": true
      },
      {
        "name": "TECHNIPFMC PLC",
        "value": "158177528.21",
        "weight": "0.00988380",
        "shared": true
      },
      {
        "name": "PULTEGROUP INC",
        "value": "155261547.79",
        "weight": "0.00970159",
        "shared": true
      },
      {
        "name": "EXPAND ENERGY CORP",
        "value": "152180439.18",
        "weight": "0.00950907",
        "shared": true
      },
      {
        "name": "ROSS STORES INC",
        "value": "146773323.90",
        "weight": "0.00917120",
        "shared": true
      },
      {
        "name": "ALLEGION PLC",
        "value": "146435175.78",
        "weight": "0.00915007",
        "shared": true
      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "143612973.84",
        "weight": "0.00897373",
        "shared": true
      },
      {
        "name": "JONES LANG LASALLE INC",
        "value": "143363630.40",
        "weight": "0.00895815",
        "shared": true
      },
      {
        "name": "ARAMARK",
        "value": "140199603.62",
        "weight": "0.00876044",
        "shared": true
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "139531164.33",
        "weight": "0.00871867",
        "shared": false
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "139402138.72",
        "weight": "0.00871061",
        "shared": true
      },
      {
        "name": "PINNACLE WEST CAPITAL CORP",
        "value": "136169770.75",
        "weight": "0.00850863",
        "shared": true
      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "135651139.20",
        "weight": "0.00847623",
        "shared": true
      },
      {
        "name": "ASSURANT INC",
        "value": "135474770.66",
        "weight": "0.00846521",
        "shared": true
      },
      {
        "name": "VENTAS INC REIT",
        "value": "132872627.46",
        "weight": "0.00830261",
        "shared": true
      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "132060629.61",
        "weight": "0.00825187",
        "shared": true
      },
      {
        "name": "KENVUE INC",
        "value": "131324700.08",
        "weight": "0.00820589",
        "shared": true
      },
      {
        "name": "AGCO CORP",
        "value": "130396506.03",
        "weight": "0.00814789",
        "shared": true
      },
      {
        "name": "WP CAREY INC",
        "value": "129433761.68",
        "weight": "0.00808773",
        "shared": true
      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "129167973.12",
        "weight": "0.00807112",
        "shared": false
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "128937096.32",
        "weight": "0.00805670",
        "shared": true
      },
      {
        "name": "Plains GP Holdings LP LTD PARTNER INT CL A NEW IN",
        "value": "126431034.52",
        "weight": "0.00790010",
        "shared": false
      },
      {
        "name": "VIKING HOLDINGS LTD",
        "value": "124007199.36",
        "weight": "0.00774865",
        "shared": false
      },
      {
        "name": "JACOBS SOLUTIONS INC",
        "value": "122816672.24",
        "weight": "0.00767426",
        "shared": true
      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "122050969.20",
        "weight": "0.00762641",
        "shared": true
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "120531646.76",
        "weight": "0.00753148",
        "shared": true
      },
      {
        "name": "EASTMAN CHEMICAL CO",
        "value": "120292302.24",
        "weight": "0.00751652",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "119603408.40",
        "weight": "0.00747348",
        "shared": true
      },
      {
        "name": "GLOBAL PAYMENTS INC",
        "value": "118456210.60",
        "weight": "0.00740179",
        "shared": true
      },
      {
        "name": "ENTEGRIS INC",
        "value": "118358469.60",
        "weight": "0.00739569",
        "shared": true
      },
      {
        "name": "Aptiv PLC",
        "value": "117623493.00",
        "weight": "0.00734976",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "BLACKROCK GLOBAL",
        "value": "331364122.06",
        "weight": "0.02289127",
        "shared": false
      },
      {
        "name": "CORNING INC",
        "value": "152827424.63",
        "weight": "0.01055761",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "132483838.08",
        "weight": "0.00915224",
        "shared": false
      },
      {
        "name": "SANDISK CORPORATION",
        "value": "130813329.30",
        "weight": "0.00903684",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "109061422.83",
        "weight": "0.00753417",
        "shared": false
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "108123196.32",
        "weight": "0.00746936",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "106593060.42",
        "weight": "0.00736365",
        "shared": false
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "105699661.68",
        "weight": "0.00730194",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "98134900.60",
        "weight": "0.00677935",
        "shared": false
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "93867737.95",
        "weight": "0.00648456",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "92797374.15",
        "weight": "0.00641062",
        "shared": true
      },
      {
        "name": "WARNER BROS DISCOVERY INC",
        "value": "92072363.98",
        "weight": "0.00636054",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "89271889.17",
        "weight": "0.00616707",
        "shared": false
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "87163771.20",
        "weight": "0.00602144",
        "shared": true
      },
      {
        "name": "CORTEVA INC",
        "value": "81563591.89",
        "weight": "0.00563457",
        "shared": false
      },
      {
        "name": "ONEOK INC",
        "value": "81330481.47",
        "weight": "0.00561847",
        "shared": false
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "80667420.68",
        "weight": "0.00557266",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "79523573.22",
        "weight": "0.00549364",
        "shared": true
      },
      {
        "name": "CIENA CORP",
        "value": "78850677.69",
        "weight": "0.00544716",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "77832947.92",
        "weight": "0.00537685",
        "shared": false
      },
      {
        "name": "ELECTRONIC ARTS INC",
        "value": "73833355.33",
        "weight": "0.00510055",
        "shared": false
      },
      {
        "name": "ENTERGY CORP",
        "value": "72269502.56",
        "weight": "0.00499252",
        "shared": false
      },
      {
        "name": "EXELON CORP",
        "value": "71368757.22",
        "weight": "0.00493029",
        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "71124862.36",
        "weight": "0.00491344",
        "shared": false
      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "69974109.70",
        "weight": "0.00483395",
        "shared": false
      },
      {
        "name": "SIMON PROPERTY",
        "value": "67739488.68",
        "weight": "0.00467957",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "67720534.56",
        "weight": "0.00467826",
        "shared": false
      },
      {
        "name": "TERADYNE INC",
        "value": "66854991.06",
        "weight": "0.00461847",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "66602040.96",
        "weight": "0.00460100",
        "shared": false
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "66016080.00",
        "weight": "0.00456052",
        "shared": false
      },
      {
        "name": "LUMENTUM HOLDINGS INC",
        "value": "65878830.68",
        "weight": "0.00455104",
        "shared": false
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "65590925.40",
        "weight": "0.00453115",
        "shared": false
      },
      {
        "name": "FORD MOTOR CO",
        "value": "64754736.66",
        "weight": "0.00447338",
        "shared": false
      },
      {
        "name": "DELTA AIR LI",
        "value": "62461616.40",
        "weight": "0.00431497",
        "shared": true
      },
      {
        "name": "ANGLOGOLD ASHANTI PLC",
        "value": "61915021.04",
        "weight": "0.00427721",
        "shared": false
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "60967543.78",
        "weight": "0.00421176",
        "shared": true
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "60495473.08",
        "weight": "0.00417914",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "60489920.88",
        "weight": "0.00417876",
        "shared": false
      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "60424836.70",
        "weight": "0.00417426",
        "shared": true
      },
      {
        "name": "COHERENT CORP",
        "value": "59928157.17",
        "weight": "0.00413995",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "59246010.24",
        "weight": "0.00409283",
        "shared": false
      },
      {
        "name": "CONSOLIDATED EDISON INC",
        "value": "58720160.78",
        "weight": "0.00405650",
        "shared": false
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "58247410.60",
        "weight": "0.00402384",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "56055663.90",
        "weight": "0.00387243",
        "shared": true
      },
      {
        "name": "NUCOR CORP",
        "value": "55973791.00",
        "weight": "0.00386678",
        "shared": true
      },
      {
        "name": "PG&E CORP",
        "value": "55445754.42",
        "weight": "0.00383030",
        "shared": true
      },
      {
        "name": "NASDAQ INC",
        "value": "55391404.12",
        "weight": "0.00382654",
        "shared": false
      },
      {
        "name": "EQT CORPORATION",
        "value": "55215082.24",
        "weight": "0.00381436",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "55180318.98",
        "weight": "0.00381196",
        "shared": true
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "54741104.00",
        "weight": "0.00378162",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050726",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/911637/000141036826050726/0001410368-26-050726-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-020841",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000094040026020841/0000940400-26-020841-index.htm"
    }
  ]
}