{
  "page": "compare",
  "query": {
    "a": "SOCUX",
    "b": "RYUIX"
  },
  "retrieved_at": "2026-07-07T17:36:28+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": "SPIRIT OF AMERICA UTILITIES FUND",
    "ticker": "SOCUX",
    "slug": "SOCUX",
    "series_id": "S000079525",
    "html_url": "https://fundwatcher.app/funds/SOCUX/"
  },
  "fund_b": {
    "name": "Utilities Fund",
    "ticker": "RYUIX",
    "slug": "RYUIX",
    "series_id": "S000003805",
    "html_url": "https://fundwatcher.app/funds/RYUIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7249557150024362239601075005",
    "coverage_b_by_a": "0.7249557150024362239601075004",
    "shared_count": 40,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3283308.00",
        "weight": "0.05581254",
        "shared": true
      },
      {
        "name": "ENTERGY CORP",
        "value": "2730348.00",
        "weight": "0.04641285",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "2540236.00",
        "weight": "0.04318116",
        "shared": true
      },
      {
        "name": "DTE ENERGY CO",
        "value": "2295654.00",
        "weight": "0.03902354",
        "shared": true
      },
      {
        "name": "PPL CORPORATION",
        "value": "2270990.00",
        "weight": "0.03860428",
        "shared": true
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "2052487.50",
        "weight": "0.03488998",
        "shared": true
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "2025720.00",
        "weight": "0.03443496",
        "shared": true
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "2025186.00",
        "weight": "0.03442589",
        "shared": true
      },
      {
        "name": "MSILF-GOVT-INS",
        "value": "1965183.50",
        "weight": "0.03340591",
        "shared": false
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "1923966.00",
        "weight": "0.03270526",
        "shared": true
      },
      {
        "name": "VISTRA CORP",
        "value": "1879125.00",
        "weight": "0.03194301",
        "shared": true
      },
      {
        "name": "AMEREN CORP",
        "value": "1808184.00",
        "weight": "0.03073710",
        "shared": true
      },
      {
        "name": "FIRSTENERGY CORP",
        "value": "1795897.00",
        "weight": "0.03052823",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "1784340.00",
        "weight": "0.03033177",
        "shared": true
      },
      {
        "name": "NISOURCE INC",
        "value": "1740418.00",
        "weight": "0.02958515",
        "shared": true
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "1708045.00",
        "weight": "0.02903484",
        "shared": true
      },
      {
        "name": "EXELON CORP",
        "value": "1534326.00",
        "weight": "0.02608182",
        "shared": true
      },
      {
        "name": "EVERGY INC",
        "value": "1454080.00",
        "weight": "0.02471773",
        "shared": true
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "1389064.00",
        "weight": "0.02361253",
        "shared": true
      },
      {
        "name": "ESSENTIAL UTILITIES INC",
        "value": "1383274.50",
        "weight": "0.02351411",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "1296624.00",
        "weight": "0.02204115",
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      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "1186900.00",
        "weight": "0.02017597",
        "shared": true
      },
      {
        "name": "SOUTHERN CO",
        "value": "1167892.00",
        "weight": "0.01985285",
        "shared": true
      },
      {
        "name": "NRG ENERGY INC",
        "value": "1088743.00",
        "weight": "0.01850741",
        "shared": true
      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "1034432.00",
        "weight": "0.01758418",
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      },
      {
        "name": "CLEARWAY ENERGY INC CL C",
        "value": "945946.04",
        "weight": "0.01608002",
        "shared": true
      },
      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
        "value": "891813.00",
        "weight": "0.01515982",
        "shared": true
      },
      {
        "name": "EDISON INTL",
        "value": "794588.44",
        "weight": "0.01350711",
        "shared": true
      },
      {
        "name": "IDACORP INC",
        "value": "793483.50",
        "weight": "0.01348833",
        "shared": true
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "735328.00",
        "weight": "0.01249975",
        "shared": false
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "702306.00",
        "weight": "0.01193841",
        "shared": true
      },
      {
        "name": "CHESAPEAKE UTILITIES CORP",
        "value": "676079.50",
        "weight": "0.01149259",
        "shared": false
      },
      {
        "name": "NORTHWEST NATURAL HOLDING CO",
        "value": "662589.00",
        "weight": "0.01126327",
        "shared": false
      },
      {
        "name": "NEW JERSEY RESOURCES CORP",
        "value": "639818.00",
        "weight": "0.01087619",
        "shared": false
      },
      {
        "name": "NORTHWESTERN ENERGY GROUP INC",
        "value": "573678.00",
        "weight": "0.00975188",
        "shared": true
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "556140.00",
        "weight": "0.00945375",
        "shared": true
      },
      {
        "name": "REPUBLIC SVCS",
        "value": "481844.00",
        "weight": "0.00819081",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "469832.00",
        "weight": "0.00798662",
        "shared": true
      },
      {
        "name": "AES CORP",
        "value": "443835.00",
        "weight": "0.00754470",
        "shared": true
      },
      {
        "name": "NATL FUEL GAS CO",
        "value": "436914.00",
        "weight": "0.00742705",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "432509.25",
        "weight": "0.00735217",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "422124.00",
        "weight": "0.00717563",
        "shared": false
      },
      {
        "name": "SOUTHWEST GAS HOLDINGS INC",
        "value": "417120.00",
        "weight": "0.00709057",
        "shared": false
      },
      {
        "name": "PINNACLE WEST CAPITAL CORP",
        "value": "403000.00",
        "weight": "0.00685055",
        "shared": true
      },
      {
        "name": "TXNM ENERGY INC",
        "value": "327376.00",
        "weight": "0.00556502",
        "shared": true
      },
      {
        "name": "CALIF WATER SRVC",
        "value": "324181.00",
        "weight": "0.00551071",
        "shared": false
      },
      {
        "name": "AMERICAN WATER WRKS COMPANY",
        "value": "306202.50",
        "weight": "0.00520510",
        "shared": true
      },
      {
        "name": "ONEOK INC",
        "value": "296027.25",
        "weight": "0.00503213",
        "shared": false
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "268240.00",
        "weight": "0.00455978",
        "shared": false
      },
      {
        "name": "BROOKFIELD RENEW",
        "value": "234997.00",
        "weight": "0.00399468",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1674069.12",
        "weight": "0.05557238",
        "shared": true
      },
      {
        "name": "SOUTHERN CO",
        "value": "1226769.20",
        "weight": "0.04072381",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1198624.76",
        "weight": "0.03978953",
        "shared": true
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "1076788.00",
        "weight": "0.03574504",
        "shared": true
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "1001582.28",
        "weight": "0.03324851",
        "shared": true
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "975392.46",
        "weight": "0.03237912",
        "shared": true
      },
      {
        "name": "ENTERGY CORP",
        "value": "884610.28",
        "weight": "0.02936551",
        "shared": true
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "873331.14",
        "weight": "0.02899109",
        "shared": true
      },
      {
        "name": "EXELON CORP",
        "value": "841085.16",
        "weight": "0.02792065",
        "shared": true
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "838489.20",
        "weight": "0.02783448",
        "shared": true
      },
      {
        "name": "VISTRA CORP",
        "value": "824710.38",
        "weight": "0.02737708",
        "shared": true
      },
      {
        "name": "CONSOLIDATED EDISON INC",
        "value": "762946.38",
        "weight": "0.02532676",
        "shared": false
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "755020.65",
        "weight": "0.02506366",
        "shared": true
      },
      {
        "name": "PG&E CORP",
        "value": "736745.24",
        "weight": "0.02445699",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "726456.75",
        "weight": "0.02411545",
        "shared": true
      },
      {
        "name": "AMEREN CORP",
        "value": "658420.80",
        "weight": "0.02185693",
        "shared": true
      },
      {
        "name": "ATMOS ENERGY CORP",
        "value": "654832.40",
        "weight": "0.02173781",
        "shared": true
      },
      {
        "name": "NRG ENERGY INC",
        "value": "649884.58",
        "weight": "0.02157356",
        "shared": true
      },
      {
        "name": "EDISON INTL",
        "value": "649472.50",
        "weight": "0.02155988",
        "shared": true
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "630912.88",
        "weight": "0.02094378",
        "shared": true
      },
      {
        "name": "FIRSTENERGY CORP",
        "value": "630615.68",
        "weight": "0.02093391",
        "shared": true
      },
      {
        "name": "PPL CORPORATION",
        "value": "627320.40",
        "weight": "0.02082452",
        "shared": true
      },
      {
        "name": "DTE ENERGY CO",
        "value": "612076.92",
        "weight": "0.02031850",
        "shared": true
      },
      {
        "name": "AMERICAN WATER WRKS COMPANY",
        "value": "603150.88",
        "weight": "0.02002219",
        "shared": true
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "598787.04",
        "weight": "0.01987733",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "583324.02",
        "weight": "0.01936402",
        "shared": true
      },
      {
        "name": "NISOURCE INC",
        "value": "563979.42",
        "weight": "0.01872185",
        "shared": true
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "513084.00",
        "weight": "0.01703233",
        "shared": true
      },
      {
        "name": "EVERGY INC",
        "value": "512819.20",
        "weight": "0.01702354",
        "shared": true
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "467671.95",
        "weight": "0.01552483",
        "shared": true
      },
      {
        "name": "FORTIS INC",
        "value": "463391.74",
        "weight": "0.01538275",
        "shared": false
      },
      {
        "name": "National Grid PLC SPON ADR EACH REP 5 ORD SHS",
        "value": "440004.60",
        "weight": "0.01460639",
        "shared": false
      },
      {
        "name": "BROOKFIELD RENEW",
        "value": "424667.46",
        "weight": "0.01409726",
        "shared": true
      },
      {
        "name": "PINNACLE WEST CAPITAL CORP",
        "value": "415392.25",
        "weight": "0.01378936",
        "shared": true
      },
      {
        "name": "ESSENTIAL UTILITIES INC",
        "value": "394847.35",
        "weight": "0.01310735",
        "shared": true
      },
      {
        "name": "OGE ENERGY CORP",
        "value": "374135.96",
        "weight": "0.01241981",
        "shared": false
      },
      {
        "name": "NATL FUEL GAS CO",
        "value": "354980.88",
        "weight": "0.01178394",
        "shared": true
      },
      {
        "name": "CLEARWAY ENERGY INC CL C",
        "value": "341469.39",
        "weight": "0.01133541",
        "shared": true
      },
      {
        "name": "IDACORP INC",
        "value": "337695.14",
        "weight": "0.01121012",
        "shared": true
      },
      {
        "name": "UGI CORP NEW",
        "value": "335064.00",
        "weight": "0.01112278",
        "shared": false
      },
      {
        "name": "AES CORP",
        "value": "320434.78",
        "weight": "0.01063715",
        "shared": true
      },
      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
        "value": "307807.41",
        "weight": "0.01021797",
        "shared": true
      },
      {
        "name": "TXNM ENERGY INC",
        "value": "300484.40",
        "weight": "0.00997488",
        "shared": true
      },
      {
        "name": "OKLO INC",
        "value": "284001.93",
        "weight": "0.00942772",
        "shared": true
      },
      {
        "name": "BLACK HILLS CORP",
        "value": "270768.41",
        "weight": "0.00898842",
        "shared": false
      },
      {
        "name": "ORMAT TECHNOLOGIES INC",
        "value": "262116.64",
        "weight": "0.00870122",
        "shared": false
      },
      {
        "name": "MDU RESOURCES GROUP INC",
        "value": "244744.64",
        "weight": "0.00812454",
        "shared": false
      },
      {
        "name": "NORTHWESTERN ENERGY GROUP INC",
        "value": "237911.52",
        "weight": "0.00789771",
        "shared": true
      },
      {
        "name": "SJW GROUP",
        "value": "198245.93",
        "weight": "0.00658097",
        "shared": false
      },
      {
        "name": "OTTER TAIL CORPORATION",
        "value": "157371.61",
        "weight": "0.00522411",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007679",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1039667/000091047226007679/0000910472-26-007679-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-022999",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/899148/000094040026022999/0000940400-26-022999-index.htm"
    }
  ]
}