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Fund comparison · from official SEC filings

AFOCX vs IWB: how much do they overlap?

Archer Focus Fund and iShares Russell 1000 ETF

Fund A

vs

Fund B

Holdings overlap

35%

of assets, by weight

Shared positions

44

of 50 / 1,009 holdings

AFOCX expense ratio

0.98%

net, per year

IWB expense ratio

0.15%

net, per year

Shared holdings

Company

AFOCX

IWB

N

NVDANVIDIA CORP

5.56%

6.77%

A

AAPLAPPLE INC

5.80%

6.07%

M

MSFTMICROSOFT CORP

5.43%

4.55%

G

GOOGLALPHABET INC-CL A

4.80%

2.77%

L

LLYELI LILLY & CO

3.78%

1.22%

M

METAMETA PLATFORMS INC-CLASS A

3.61%

2.07%

T

TJXTJX COMPANIES INC

3.31%

0.30%

K

KLACKLA CORP

3.24%

0.32%

V

VVISA INC-CLASS A SHARES

2.83%

0.84%

A

AMATAPPLIED MATERIALS INC

2.53%

0.45%

C

CATCATERPILLAR INC

2.41%

0.54%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

2.35%

1.47%

M

MAMASTERCARD INC - A

2.34%

0.67%

A

APAAPA CORP

2.26%

0.02%

M

MUSAMURPHY USA INC

2.16%

0.01%

Q

QCOMQUALCOMM INC

1.82%

0.23%

J

JNJJOHNSON & JOHNSON

1.81%

0.98%

N

NFLXNETFLIX INC

1.73%

0.68%

S

SLBSLB LTD

1.67%

0.13%

F

FTNTFORTINET INC

1.61%

0.08%

A

ADBEADOBE INC

1.39%

0.17%

C

COSTCOSTCO WHOLESALE CORP

1.39%

0.73%

U

UNHUNITEDHEALTH GROUP INC

1.31%

0.41%

A

APPAPPLOVIN CORP-CLASS A

1.29%

0.16%

A

ANETARISTA NETWORKS INC

1.10%

0.21%

Only in AFOCX

?

—Lam Research Corp.

4.37%

G

GRCGORMAN-RUPP CO

2.41%

D

DIODDIODES INC

2.39%

D

DCBODOCEBO INC

2.25%

I

INTRINTER & CO INC - CL A

2.00%

M

MISXXMSILF TREASURY PORT-INST

1.78%

Only in IWB

A

AMZNAMAZON.COM INC

3.31%

A

AVGOBROADCOM INC

2.37%

G

GOOGALPHABET INC-CL C

2.25%

T

TSLATESLA INC

1.74%

J

JPMJPMORGAN CHASE & CO

1.33%

E

EXMOCEXXON MOBIL CORP

1.19%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

A

ABBVABBVIE INC

0.64%

M

MUMICRON TECHNOLOGY INC

0.63%

A

AMDADVANCED MICRO DEVICES

0.54%

H

HDHOME DEPOT INC

0.54%

B

BACBANK OF AMERICA CORP

0.53%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.53%

C

CSCOCISCO SYSTEMS INC

0.51%

G

GEGENERAL ELECTRIC

0.49%

L

LRCXLAM RESEARCH CORP

0.44%

R

RTXRTX CORP

0.43%

P

PMPHILIP MORRIS INTERNATIONAL

0.43%

G

GSGOLDMAN SACHS GROUP INC

0.41%

O

ORCLORACLE CORP

0.41%

W

WFCWELLS FARGO & CO

0.41%

G

GEVGE VERNOVA INC

0.39%

I

IBMINTL BUSINESS MACHINES CORP

0.37%

M

MCDMCDONALD'S CORP

0.37%

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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.