Fund comparison · from official SEC filings
AFQSX vs IVVW: how much do they overlap?
Alpha Fiduciary Quantitative Strategy Fund and iShares S&P 500 BuyWrite ETF
vs
AFQSX and IVVW are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AFQSX
IVVW
I
IVVISHARES CORE S&P 500 ETF
90.13%
102.23%
Only in AFQSX
F
FTIXXGLDMN SCHS FIN SQ TR-FST
9.69%
?
—Chicago Mercantile Exchange
0.18%
Only in IVVW
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.16%
?
—Options Clearing Corp.
-2.39%
Hold AFQSX and IVVW together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.
Informational and educational only — not investment advice.