Fund comparison · from official SEC filings
ACALX vs LNGVX: how much do they overlap?
Advisors Capital Active All Cap Fund and WisdomTree Siegel Longevity Digital Fund
vs
Shared holdings
Company
ACALX
LNGVX
I
IVVISHARES CORE S&P 500 ETF
39.85%
7.53%
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 LNGVX
A
AGGYWISDOMTREE YIELD ENHANCED US
14.30%
D
DTDWISDOMTREE US TOTAL DIVIDEND
13.50%
V
VYMIVANGUARD INT HIGH DVD YLD IN
8.66%
D
DGRWWISDOMTREE U.S. QUALITY DIVI
7.68%
D
DEMWISDOMTREE EMERGING MARKETS
7.36%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.55%
V
VYMVANGUARD HIGH DVD YIELD ETF
6.13%
W
WTMFWISDOMTREE MGD FUTURES STRAT
5.09%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
4.12%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.04%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.94%
Q
QHYWISDOMTREE US HIGH YIELD COR
3.81%
P
PFFDGLOBAL X US PREFERRED ETF
3.68%
D
DXJWISDOMTREE JAPAN HEDGED EQ
3.61%
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Unwrap your portfolio →Other comparisons you might like
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74% overlap
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73% 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.