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Fund comparison · from official SEC filings

AFMCX vs IWC: how much do they overlap?

ACUITAS US MICROCAP FUND and iShares Micro-Cap ETF

Fund A

vs

Fund B

Holdings overlap

19%

of assets, by weight

Shared positions

195

of 268 / 1,343 holdings

AFMCX expense ratio

1.50%

net, per year

IWC expense ratio

0.60%

net, per year

Shared holdings

Company

AFMCX

IWC

D

DCODUCOMMUN INC

2.41%

0.25%

W

WTTRSELECT WATER SOLUTIONS INC

1.97%

0.19%

8

8TGTHERMON GROUP HOLDINGS INC

1.57%

0.17%

?

—N/A

1.40%

0.00%

A

ADTNADTRAN HOLDINGS INC

1.33%

0.13%

I

IRMDIRADIMED CORP

1.22%

0.11%

C

CMTCORE MOLDING TECHNOLOGIES IN

1.22%

0.03%

G

GHMGRAHAM CORP

1.09%

0.11%

V

VPGVISHAY PRECISION GROUP

1.05%

0.07%

N

NPKINPK INTERNATIONAL INC

0.96%

0.17%

P

PKEPARK AEROSPACE CORP

0.95%

0.07%

A

APLDAPPLIED DIGITAL CORP

0.17%

0.94%

L

LEUCENTRUS ENERGY CORP-CLASS A

0.53%

0.93%

M

MYFWFIRST WESTERN FINANCIAL INC

0.92%

0.04%

H

HA7ENVIRI CORP

0.92%

0.18%

F

FIPFTAI INFRASTRUCTURE INC

0.89%

0.09%

A

ALNTALLIENT INC

0.86%

0.12%

A

AVNWAVIAT NETWORKS INC

0.84%

0.05%

M

MASS908 DEVICES INC

0.80%

0.05%

L

LOCOEL POLLO LOCO HOLDINGS INC

0.79%

0.05%

K

KRUSKURA SUSHI USA INC-CLASS A

0.79%

0.07%

A

ACICAMERICAN COASTAL INSURANCE C

0.76%

0.05%

M

MAMAMAMA'S CREATIONS INC

0.75%

0.07%

T

TRNSTRANSCAT INC

0.73%

0.13%

B

BBSIBARRETT BUSINESS SVCS INC

0.72%

0.21%

Only in AFMCX

F

FGXXXFIRST AM GOVT OBLIG-X

1.67%

M

MLABMESA LABORATORIES INC

1.16%

U

UCTTULTRA CLEAN HOLDINGS INC

1.03%

C

CUBICUSTOMERS BANCORP INC

0.97%

C

CYRXCRYOPORT INC

0.92%

M

MGNIMAGNITE INC

0.88%

C

COHUCOHU INC

0.84%

E

ENVAENOVA INTERNATIONAL INC

0.79%

A

AVNSAVANOS MEDICAL INC

0.76%

P

PCRXPACIRA BIOSCIENCES INC

0.72%

S

SEISOLARIS ENERGY INFRASTRUCTUR

0.61%

A

ARHSARHAUS INC

0.61%

A

AMPLAMPLITUDE INC-CLASS A

0.60%

T

TCBITEXAS CAPITAL BANCSHARES INC

0.59%

M

MTRNMATERION CORP

0.58%

I

IGICINTERNATIONAL GENERAL INSURA

0.57%

A

ADUSADDUS HOMECARE CORP

0.55%

I

INVXINNOVEX INTERNATIONAL INC

0.51%

M

MGPIMGP INGREDIENTS INC

0.48%

H

HRMYHARMONY BIOSCIENCES HOLDINGS

0.47%

C

CCOICOGENT COMMUNICATIONS HOLDIN

0.46%

D

DFINDONNELLEY FINANCIAL SOLUTION

0.46%

U

USPHU.S. PHYSICAL THERAPY INC

0.45%

L

LMATLEMAITRE VASCULAR INC

0.44%

V

VECOVEECO INSTRUMENTS INC

0.43%

Only in IWC

B

BISXXBCF INSTITUTIONAL-SL AGNCY

19.49%

V

VISNVISTANCE NETWORKS INC

0.63%

W

WULFTERAWULF INC

0.62%

I

INODINNODATA INC

0.45%

B

BBAIBIGBEAR.AI HOLDINGS INC

0.36%

?

—89bio, Inc.

0.35%

B

BLBDBLUE BIRD CORP

0.35%

T

TPBTURNING POINT BRANDS INC

0.32%

A

AORTARTIVION INC

0.31%

H

HROWHARROW INC

0.29%

V

VRDNVIRIDIAN THERAPEUTICS INC

0.29%

C

CECOCECO ENVIRONMENTAL CORP

0.28%

W

WINAWINMARK CORP

0.28%

C

CDTXCIDARA THERAPEUTICS INC

0.28%

B

BELFBBEL FUSE INC-CL B

0.28%

C

CCBCOASTAL FINANCIAL CORP/WA

0.27%

F

FUBOFUBOTV INC -CLASS A

0.26%

P

PGYPAGAYA TECHNOLOGIES LTD -A

0.26%

W

WLDNWILLDAN GROUP INC

0.26%

Q

QCRHQCR HOLDINGS INC

0.24%

N

NNENANO NUCLEAR ENERGY INC

0.23%

E

EFCELLINGTON FINANCIAL INC

0.23%

D

DCOMDIME COMMERCIAL BANCSHARES I

0.23%

C

COLLCOLLEGIUM PHARMACEUTICAL INC

0.21%

I

IEIVANHOE ELECTRIC INC / US

0.20%

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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.