Fund comparison · from official SEC filings
ACGRX vs EDGQ: how much do they overlap?
Advisors Capital Growth Fund and Global X Nasdaq-100 Income Edge ETF
vs
Shared holdings
Company
ACGRX
EDGQ
S
SCHGSCHWAB US LARGE-CAP GROWTH
18.95%
2.12%
Only in ACGRX
V
VUGVANGUARD GROWTH ETF
18.95%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
14.98%
V
VONGVANGUARD RUSSELL 1000 GROWTH
14.88%
F
FELGFIDELITY ENH LRG CAP GWTH
10.05%
Q
QQQINVESCO QQQ TRUST SERIES 1
9.92%
S
SFYSOFI SELECT 500 ETF
4.97%
I
IWPISHARES RUSSELL MID-CAP GROW
4.95%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
2.34%
Only in EDGQ
Q
QQQMINVESCO NASDAQ 100 ETF
97.99%
?
—4QQQ 05/01/2026 C667.2
-0.12%
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47% overlap
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20% overlap
ACGRX vs BLUCBluemonte Large Cap Core ETF
19% overlap
ACGRX vs ACRIXHorizon Active Risk Assist Fund
15% overlap
EDGQ vs BUYWMain Buywrite ETF
11% overlap
ACGRX vs ATEAXAnchor Risk Managed Equity Strategies Fund
10% 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.