Fund comparison · from official SEC filings
ACALX vs DDXX: how much do they overlap?
Advisors Capital Active All Cap Fund and Defined Duration 20 ETF
vs
Shared holdings
Company
ACALX
DDXX
V
VTVVANGUARD VALUE ETF
17.39%
8.09%
Only in ACALX
I
IVVISHARES CORE S&P 500 ETF
39.85%
V
VUGVANGUARD GROWTH ETF
19.81%
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 DDXX
S
SPDWSTE STR SPDR PT DW EU ETF
30.69%
U
USMVISHARES MSCI USA MIN VOL FAC
13.86%
V
VTIVANGUARD TOTAL STOCK MKT ETF
13.59%
V
VWOVANGUARD FTSE EMERGING MARKE
8.83%
I
IVLUISHARES MSCI INTERNATIONAL V
8.29%
V
VBVANGUARD SMALL-CAP ETF
8.18%
V
VSSVANGUARD FTSE ALL WO X-US SC
8.17%
F
FGXXXFIRST AM GOVT OBLIG-X
0.30%
Hold ACALX and DDXX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
ACALX vs AOAiShares Core 80/20 Aggressive Allocation ETF
42% overlap
ACALX vs AFQSXAlpha Fiduciary Quantitative Strategy Fund
40% overlap
ACALX vs AORiShares Core 60/40 Balanced Allocation ETF
37% overlap
DDXX vs DDXDefined Duration 10 ETF
31% overlap
DDXX vs AGTFXMorningstar Aggressive Growth ETF Asset Allocation Portfolio
27% overlap
ACALX vs BLUCBluemonte Large Cap Core ETF
25% 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.