Fund comparison · from official SEC filings
ACALX vs BLUC: how much do they overlap?
Advisors Capital Active All Cap Fund and Bluemonte Large Cap Core ETF
vs
Shared holdings
Company
ACALX
BLUC
V
VUGVANGUARD GROWTH ETF
19.81%
34.71%
V
VTVVANGUARD VALUE ETF
17.39%
4.96%
Only in ACALX
I
IVVISHARES CORE S&P 500 ETF
39.85%
S
SPTMSS SPDR P S&P 1500 COMP ETF
16.79%
I
IJHISHARES CORE S&P MIDCAP ETF
5.07%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
1.08%
Only in BLUC
S
SPYMSTE STR SPDR PT S&P 500 ETF
40.39%
I
ILCBISHARES MORNINGSTAR U.S. EQU
19.94%
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42% overlap
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40% overlap
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40% overlap
BLUC vs XDIVRoundhill S&P 500 No Dividend Target ETF
40% overlap
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40% overlap
ACALX vs AORiShares Core 60/40 Balanced Allocation ETF
37% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.