Fund comparison · from official SEC filings

ACALX vs BUYW: how much do they overlap?

Advisors Capital Active All Cap Fund and Main Buywrite ETF
Holdings overlap
15%
of assets, by weight
Shared positions
1
of 6 / 10 holdings
ACALX expense ratio
1.81%
net, per year
BUYW expense ratio
0.99%
net, per year
Shared holdings
Company
ACALX
BUYW
I
IVVISHARES CORE S&P 500 ETF
39.85%
15.46%
Only in ACALX
V
VUGVANGUARD GROWTH ETF
19.81%
V
VTVVANGUARD VALUE ETF
17.39%
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 BUYW
S
SPYMSTE STR SPDR PT S&P 500 ETF
41.21%
X
XLESS ENERGY SELECT SECTOR
13.13%
Q
QQQMINVESCO NASDAQ 100 ETF
11.14%
X
XLCSS COMM SELECT SECTOR SPDR
10.95%
X
XLFSS FINANCIAL SELECT SECTOR
10.49%
X
XLVSS HEALTH CARE SELECT SECTOR
9.26%
S
STIPISHARES 0-5 YEAR TIPS BOND E
1.18%
T
TRIXXSTATE ST INST TR MMKT-PREM
1.13%
?
N/A
-13.96%
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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.