Fund comparison · from official SEC filings
ACALX vs EQTYX: how much do they overlap?
Advisors Capital Active All Cap Fund and WisdomTree Siegel Global Equity Digital Fund
vs
Shared holdings
Company
ACALX
EQTYX
I
IVVISHARES CORE S&P 500 ETF
39.85%
14.15%
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 EQTYX
D
DGRWWISDOMTREE U.S. QUALITY DIVI
19.04%
D
DTDWISDOMTREE US TOTAL DIVIDEND
14.87%
V
VYMIVANGUARD INT HIGH DVD YLD IN
10.73%
D
DEMWISDOMTREE EMERGING MARKETS
8.34%
V
VYMVANGUARD HIGH DVD YIELD ETF
8.10%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.99%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
5.11%
D
DXJWISDOMTREE JAPAN HEDGED EQ
4.77%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.01%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.88%
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73% overlap
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64% overlap
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
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.