Fund comparison · from official SEC filings
ACTIX vs BYLD: how much do they overlap?
Advisors Capital Tactical Fixed Income Fund and iShares Yield Optimized Bond ETF
vs
Shared holdings
Company
ACTIX
BYLD
I
IGLBISHARES 10+ YEAR INV GR CORP
13.58%
8.40%
I
IGIBISHARES 5-10Y INV GRADE CORP
10.03%
7.14%
U
USIGISHARES BROAD USD INVESTMENT
9.99%
7.44%
Only in ACTIX
S
SPHYSS SPDR P HIGH YIELD ETF
19.94%
I
IBDWISHARES IBONDS DEC 2031 CORP
12.48%
V
VCITVANGUARD INT-TERM CORPORATE
9.92%
V
VRPINVESCO VARIABLE RATE PREFER
9.91%
I
IBDUISHARES IBONDS DEC 2029 TERM
7.44%
I
IBDVISHARES IBONDS DEC 2030 CORP
4.97%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
1.73%
Only in BYLD
B
BISXXBCF INSTITUTIONAL-SL AGNCY
25.51%
U
USHYISHARES BROAD USD HIGH YIELD
14.98%
F
FLOTISHARES FLOATING RATE BOND E
7.56%
E
EMHYISHARES J.P. MORGAN EM HIGH
7.46%
I
IGEBISHARES INVESTMENT GRADE SYS
6.50%
G
GNMAISHARES GNMA BOND ETF
5.96%
S
SGOVISHARES 0-3 MONTH TREASURY B
4.15%
I
IUSBISHR CR UNVRSE USD BD ETF-UI
3.35%
M
MBBISHARES MBS ETF
1.49%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.08%
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22% overlap
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15% overlap
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13% 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.