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Fund comparison · from official SEC filings

AFQSX vs HEQT: how much do they overlap?

Alpha Fiduciary Quantitative Strategy Fund and Simplify Hedged Equity ETF
Holdings overlap
90%
of assets, by weight
Shared positions
1
of 3 / 3 holdings
AFQSX expense ratio
1.73%
net, per year
HEQT expense ratio
0.43%
net, per year
AFQSX and HEQT are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AFQSX
HEQT
I
IVVISHARES CORE S&P 500 ETF
90.13%
98.10%
Only in AFQSX
F
FTIXXGLDMN SCHS FIN SQ TR-FST
9.69%
?
—Chicago Mercantile Exchange
0.18%
Only in HEQT
?
—THE OPTIONS CLEARING CORPORATION
1.77%
?
—DREYFUS TRSY OBLIG CASH M
0.13%
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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.